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Employment Benefits and Personal Financial Planning

X433.6 (2 semester units in Business Administration)

2 CE units for life agents--LX

A requirement in the Professional Sequence in Personal Financial Planning

This course examines retirement and other investment-oriented employment benefits available to business clients and their employees, planning opportunities for tax deferral and capital accumulation, and the advantages and disadvantages of each alternative. Topics include stock options, nonqualified deferred compensation plans and other capital accumulation devices, tax-favored corporate retirement plans, noncorporate retirement programs, and taxation of benefits. Enrollment is limited.

Prerequisites: See Professional Sequence in Personal Financial Planning.

There are currently no sections open for enrollment.

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Sections closed for enrollment

Wed. June 3, San Francisco

PAMELA RHODES, JD, CFP, ChFC, is a principal in Rhodes & Fletcher, LLC—Wealthcoach (RFWC). In 1985 she opened her own law firm and began her advisory career. A graduate of CUNY–Baruch, with a B.BA., and Santa Clara Law, she enjoys being a planning and solution provider to clients of RFWC. A City Club board member, she also teaches art in Tuscany.

NOTE: This class is closed. For information about related courses, contact your academic department.

• $730 (EDP 315366)

Sun. Oct. 4, San Francisco

KATHERINE R. ROBERTS, M.S., CFP, is president of Elm Lane Planning. She is a Certified Financial Planner® and as an adjunct professor has taught retirement planning and employee benefits at DePaul University for the Certified Financial Planner® Certificate Program.

Revised class schedule in red.

• 5 meetings
• Oct. 4 to Nov. 1: Sun., 9 am-4 pm
• San Francisco: Room 209, Art and Design Center, 95 Third St.
• $750 (EDP 321711)

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