Retirement Planning

Retirement Planning offers a comprehensive foundation in the principles, practices, and policies that shape retirement readiness. The course examines the major types of retirement plans, their structures, and the regulatory and taxation considerations that influence them. Students will develop the ability to conduct retirement needs analyses, evaluate key assumptions, and align plans with client goals. In addition, the course engages students in a comparative study of Social Security, Medicare, and Medicaid, highlighting their roles, limitations, and intersections with private retirement strategies. Through case analyses and applied exercises, students will learn to distinguish among plan options, weigh trade-offs, and make informed recommendations, culminating in a problem-based learning project.