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Retirement school training courses in Austin, TX (public, in-house or online) | ||||
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Personal Financial Planning School: Keller Graduate School of Management in Texas Venue: Austin, Fort Worth, Houston, Irving, Richardson, San Antonio Tel.: 866 215 8312 This course addresses personal cash flow management, goal setting, creating and maintaining annual cash budgets, investments, taxation, insurance, and retirement and estate planning. The course helps students achieve satisfaction and success in their personal financial futures. Topics are presented from a practitioner point of view. Official Website: http://www.keller.edu/ |
Retirement & Employee Benefits Planning Format: Online School: Golden Gate University Venue: Los Angeles, San Francisco, Santa Clara, Seattle Tel.: 800-448-4968 Covers strategies used by financial planners to help clients assess employee benefits and to reduce the tax burden while planning for retirement. Topics include retirement needs analysis; defined benefit and contribution plans; profit sharing; 401k; 403b; ESOP; IRA; SEP-IRA; Roth-IRA; Keogh; TSA; social security benefits and integration; vesting; employee benefits analysis; funding vehicles; plan installation and administration; asset balancing; buy-sell agreements, ERISA; stock redemption and c... |
Fundamentals of Retirement, Flexible and Additional Benefits Format: Online School: Cornell University School of Industrial and Labor Relations Venue: Albany, Buffalo, Ithaca, Rochester, New York City Tel.: 866-470-1922 Learn about retirement benefits and health plans and accurately communicate that information to your employees. Understand all available options, including flexible benefits and flexible spending accounts. |
Individual Retirement Accounts Format: Online School: Learninsurance.com Venue: Austin Tel.: 888-360-TRNG, +1-512-441-1097 Individual Retirement Accounts examines the rules governing traditional and Roth IRAs, Education IRAs (now called Coverdell Education Savings Accounts), simplified employee pensions and SIMPLEs. With respect to traditional IRAs, the course considers the issues of eligibility, contribution limits and investment vehicles. Tax treatment of traditional IRA funds is discussed, including the treatment of contributions, accumulations, transfers and distributions. The premature distribution penalties an... 
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Qualified Retirement Plans and IRAs Format: Online School: CPAcampus.com Venue: Austin Tel.: 866-607-2566 This course will provide an understanding of qualified retirement plans and IRAs (Individual Retirement Accounts), including options; set up; who may contribute, how much, and how often; and distribution. A great introduction to our retirement course offerings, including 401(k), Keogh Plans, and Corporate Pension Plans. 
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