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×San Angelo, Texas
3348 Retirement Planning (3-0). This course focuses on retirement planning for the business, the business owner, and the individual. It consists of two major parts. The first covers qualified plans, nonqualified plans, and IRAs; the second part deals with the retirement needs of individual clients. This course emphasizes the practical knowledge needed for choosing the best retirement plan and designing a plan that will meet a clients needs from a tax and retirement standpoint.
Units: 3.0