Oct 09, 2026  
2026-2027 University Academic Catalog 
    
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2026-2027 University Academic Catalog
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FINC 431 - Retirement and Estate Planning

Credits: (3)
Instructional Method: Three hours lecture.
Prerequisites: FINC 331  and FINC 351 .
Retirement planning provides individuals with knowledge of both public and private retirement plans and systems. Estate planning focuses on the efficient conservation and transfer of wealth, consistent with the client’s goals. Issues that an individual faces in planning for retirement, or in planning his or her estate are discussed.


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