FNCE 3040 - Retirement Planning Course uri icon



  • Part one of the course focuses on risk management and insurance concepts for personal financial planning. Topics include insurance for life, health, disability, property and liability risks, as well as annuities, group insurance and long term care. Part two of the course focuses on retirement planning and employee benefits in personal financial planning. Provides an understanding of the concepts of social security and Medicare benefits, retirement plan types, group insurance benefits and distribution options.


  • Starn, Harry  
    Primary Instructor - Spring 2020 / Spring 2021 / Spring 2022 / Fall 2023