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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 2021 Section 90, Starting on: 08/23/2021
This course is specifically for students pursuing the Professional Certificate in Financial Planning (non-credit). Students not seeking the certificate should register for FCS 552-090. See https://continue.utah.edu/proed for more information about the non-credit micro-certificate.