Certified Financial Planner™: Retirement, Savings and Employee Benefits
Retirement Savings and Income Planning focuses on selecting the right retirement plan for the business and for individual retirement planning. This course covers qualified plans: SEPs, SIMPLEs, 403(b) plans and nonqualified deferred compensation plans. It emphasizes the practical knowledge needed for choosing the best retirement plan, especially for small businesses and designing a plan that will meet a client’s needs. Also covered, individual retirement planning including: IRA/Roth IRAs, Social Security benefits, Medicare, saving for retirement and planning for retirement plan distributions. In addition, this course also covers employee benefits such as fringe and group.
Request More Information
If you would like to receive more information about this program or speak with the program lead, submit your information below:
Certified Financial Planner Program
To visit the full program page, click here.
Financial Aid Options
- Education Loans
- Start Date 02/17/2021
- End Date 03/20/2021
- Delivery Classroom
- Total Hours 36
- Class Sessions 6
- Location Galleria Center
- City Atlanta, GA
- CEUs 3.6
- Fee $799
No extra information available at this moment.