Oct 14, 2019  
2018-2020 Undergraduate Catalog 
    
2018-2020 Undergraduate Catalog
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FIN 409 - Retirement and Estate Planning


In-depth study of the tools and techniques available for use in retirement and estate planning from a personal financial planning perspective. Particular emphasis will be given to retirement cash flow analysis and planning as well as the transfer tax system inherent in estate planning and the methods available for estate management.

Prerequisites & Notes
FIN 321, FIN 329, ACCT 240, ACCT 308 or permission of the instructor

Credits: 3



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