NOTICE: We are currently open and available to assist in-person Monday - Thursday 9 AM - 8 PM, and Fridays 9 AM - 4 PM. You can also call us at (801) 581-6461 or send us an email at firstname.lastname@example.org. For more information on university COVID-19 protocols on campus visit https://coronavirus.utah.edu.
The intent of this course is to provide individuals with knowledge of both retirement plans and employee benefits. The public retirement plans include Social Security, Medicare, and Medicaid. The private plans include defined benefit and defined contribution plans and their regulatory provisions. The specifics of the various plans are analyzed as well as non-qualified deferred compensation plans. Employee benefits such as health insurance and disability insurance will also be discussed. Finally, issues that individuals face in retirement such as life-style choices, community choices, and medical issues are discussed. This noncredit class meets with a regular University of Utah credit course.
Class Sections For Retirement and Benefit Planning for Families -- Online (PEPEC 552)
Fall 2022 Section 90, Starting on: 08/22/2022
This class is required for students pursuing the Professional Certificate in Financial Planning (non-credit). For more information, visit https://continue.utah.edu/anc for more information or contact Continuing Education at email@example.com.