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.
Classes in Westchester and New York City
Call 1-800-72-PACE-U (727-2238) or e-mail us at cpe@pace.edu
Feedback/Comments
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.
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White Plains Campus (Lubin Graduate Center) |
New York City Campus (Midtown Center) |
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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
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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
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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
Feedback/Comments
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.
