CFPE 4: Retirement/Employee Benefits

Seattle, WA

Ages:
All ages
Skill level:
All difficulty levels
Class Style:
1:1 Private Sessions & Group Sessions

Description

Learn the personal tax-deferred retirement programs available to many working adults along with a framework for use in calculating the annual savings needed to reach retirement income goals. Learn key features of qualified retirement plan design, including the advantages/disadvantages of specific types of qualified plans for the owners of small- to medium-sized businesses, including a flowchart of the retirement plan development and maintenance process with funding considerations. Study government sponsored plans including Social Security and Medicare along with group life, health, and disability insurance, non-qualified deferred compensation, and other commonly provided employee benefits.

Schedule

No class times listed. Please contact the instructor to schedule a session.

Pricing Details

$250 (class fee) / $ 675 (package rate for classroom), for 10 sessions, Thursday 5:30 PM - 8:30

Location

  • South Seattle Community College
  • 6000 16th Ave SW
    Seattle, WA 98106 | Riverview
  • (206) 764-5339

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