CFP-505: RETIREMENT & EMPLOYEE BENEFIT PLANNING

Course: CFP-505: RETIREMENT & EMPLOYEE BENEFIT PLANNING

This Course is for Fidelity Employees Only

Course Overview: This course covers retirement planning for individuals and business owners. Learn how to conduct a retirement needs analysis and the key factors that affect plan selection for business owners. Qualified and non-qualified retirement plans, their provisions, and taxation will be thoroughly examined in this course. Other topics include distribution rules, Social Security benefits, and regulatory considerations.

Faculty: Patrick Pallatroni

FALL Course Dates: Not Offered in the Fall
WINTER Course Dates: WEDNESDAYS, JAN. 10 – MAR. 13, 2024
SPRING Course Dates: Not Offered in the Spring
SUMMER Course Dates: WEDNESDAYS, JUN. 19 – AUG. 28, 2024

Refund: Refunds will be permitted to a student if a course is canceled due to low enrollment or if a student decides to drop the course before the class meets for the second time.