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Financial & Estate Planning: An Introduction


CES2-1492


Course Description

It is never too early to plan for retirement. The future is full of unknowns. Control what you can. Learn the basic concepts of estate and insurance planning, financial planning and debt management. Gain an understanding of the important rules and regulations for annuities, IRAs, rollover options from company-sponsored plans, gifting and Social Security.


Course Schedule

 CourseSectionCourse TitleMeeting InformationMeeting DatesInstructorsFee/Senior Cost FeeCEUsStatus

Winter; 2017

 CES2-1492910431Financial Estate Plan Intro03/29/17-04/12/17 LECTURE Wednesday 06:30PM - 08:30PM, The Jeffress Center, Room 110, 3 Wks03/29/17-04/12/17W. Connell$69SA$55.20.6Open



** book required
* book and usb required

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