CFP 505 Retirement - Winter 2025

REGISTRATION/PAYMENT DEADLINE: MONDAY, JANUARY 6TH, 2025

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. 

NOTE: NO CLASS JANUARY 20TH (MLK DAY) & FEBRUARY 17TH (PRESIDENT’S DAY)