Retirement Planning & Employee Benefits

Nothing is more critical to clients in today's market than retirement and benefit planning. Topics include: the fundamentals of retirement planning and employee benefits plans, including the specific provisions of qualified retirement plans, money purchase, profit-sharing with 401(k) provisions defined benefit and target benefit plans, IRAs, and SEPs; recommending a specific qualified plan for a client; basic characteristics of employee benefits including group life insurance, group health coverage and non-qualified deferred compensation; and the income tax impact of benefits to both the employer and the employee. Qualifies for 30 CPE credits.
SUMMER 2013
White Plains Campus
(Lubin Graduate Center)
New York City Campus
(Midtown Center)
CFP 0105 - Retirement Planning & Employee Benefits
Mondays, June 17 – August 19, 2013
Course Reference #90645
Early Registration Tuition: $621.00
$690.00 after 05/24/13
CFP 0105 - Retirement Planning & Employee Benefits
Tuesdays, June 18 – August 20, 2013
Course Reference #90639
Early Registration Tuition: $621.00
$690.00 after 05/24/13
  Register Now!

Classes in Westchester and New York City
Call 1-800-72-PACE-U (727-2238) or e-mail us at cpe@pace.edu

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Disclaimer: Pace University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo) ® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.