2011 CFP Retirement Planning Class Preparation Materials
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Syllabus Spring 2011 (Roger Williams) - Front Matter
Syllabus Schedule Spring 2011 (Roger Williams)
Publisher Powerpoint Slides:
- 1. Introduction to Retirement Planning
2. Retirement Accumulations and Distributions
3. Qualified Plan Overview
4. Qualified Pension Plans
5. Profit Sharing Plans
6. Stock Bonus Plans & Employee Stock
7. Distributions from Qualified Plans
8. Installation, Administration, & Termination
9. IRAs & SEPs
The Tax Professor's Corner
Thomas P. Langdon
Textbook:
Retirement Planning & Employee Benefits for Finanical
Planners, 7th Ed.
(Dalton, 2011)
Available from Money-Education
Retirement Planning & Employee Benefits for Finanical
Planners, 7th Ed.
(Dalton, 2011)
Available from Money-Education