Retirement and Benefit Planning for Families -- Online
Professional Education

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.

This class is part of the following Professional Education certificate program:
Professional Certificate in Financial Planning

Questions? Call Professional Education at 801-585-1780 or use our online form.

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 certificates@utah.edu.

Date(s) Day Time Location
08/22/22 - 12/08/22 Online
Tuition: $715.00      

Instructor: KIRSTIN MARIE CHAVEZ

Registration for this class will close on 08-14-2022 at midnight

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Questions? Call Professional Education at 801-585-1780 or use our online form.

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