$407
This course material provides a comprehensive overview of qualified (defined benefit, profit share, 401(k) plans) and non-qualified (deferred compensation, incentive stock options, employee stock purchase plans) retirement plans, other tax-advantaged plans (SIMPLE, Roth and traditional IRAs), and employee benefits. This course also presents an overview of the Social Security disability and health care programs such as Medicare.
Textbook included:
Retirement Planning and Employee Benefits, 19th Edition.
ISBN: 978-1-957511-00-9
Our advisors are your go-to for everything CFP®. Need course recommendations? Extend a course? We’ve got you covered.
Customer service hours: M-F, 8am-5pm EST