Course Descriptions for the Finance Department

FINA3300 - Retirement and Estate Planning Spring 2013 This course will focus on the fundamentals of retirement planning and estate planning. Students will be given detailed introduction to personal retirement plans and the tools available for helping clients attain retirement goals. This will require some discussion of Federal Income Tax law. Considerations and techniques for transferring wealth upon death will also be explained. Particular attention will be paid to the unified Federal Gift and Estate Tax laws. Prerequisite: FINA3000 3 Credits

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Schedule Book for All Active and Available Future Terms, Course starting with FINA3300

FINA3300-A			Retirement and Estate Planning
3 Seats			Credits:	3	Days:	M W F
			Location:	Moon	Room:
			Time:	03:00-03:50 pm	Instructor:	Beaves
			Session:	1 (08/26 - 12/14/13)	Term:	Fall 2013
			Prerequisite: FINA3000