Course Catalog >> Personal Development
Retirement and Estate Planning
Course # 444
Advertising Description:
Estate planning - make sure you get it right.
Key Topics:
Understanding the importance of proper estate planning.
Objectives:
- Fully grasp the importance of having an estate properly laid out.
- Obtain an idea of how to set up beneficiary designations.
- Learn options for wealth transfer tax-free to beneficiaries.
- Learn leveraging techniques.
Participants (audience course is aimed at):
UI faculty and staff.