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  • Retirement Planning: Learning Objectives For The Week

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    Mhmd Karam
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    This document outlines the learning objectives, readings, homework, and upcoming deadlines for a personal finance course module on retirement planning. Students are asked to project their retirement needs, clarify their estate plan, read chapter 15, complete a life expectancy calculator and retirement savings snapshot, and participate in discussion forums. The next module will cover long-term care and health costs in retirement.

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    This document outlines the learning objectives, readings, homework, and upcoming deadlines for a personal finance course module on retirement planning. Students are asked to project their retirement needs, clarify their estate plan, read chapter 15, complete a life expectancy calculator and retirement savings snapshot, and participate in discussion forums. The next module will cover long-term care and health costs in retirement.

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    © All Rights Reserved
    Descărcați ca DOCX, PDF, TXT sau citiți online pe Scribd
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    5 vizualizări3 pagini

    Retirement Planning: Learning Objectives For The Week

    Încărcat de

    Mhmd Karam
    This document outlines the learning objectives, readings, homework, and upcoming deadlines for a personal finance course module on retirement planning. Students are asked to project their retirement needs, clarify their estate plan, read chapter 15, complete a life expectancy calculator and retirement savings snapshot, and participate in discussion forums. The next module will cover long-term care and health costs in retirement.

    Drepturi de autor:

    © All Rights Reserved
    Descărcați ca DOCX, PDF, TXT sau citiți online pe Scribd
    Indicator pentru conținut neadecvat
    din 3

    Retirement Planning

    Learning Objectives for the Week

    1. Projecting your retirement needs and developing a plan

    2. Clarifying your estate needs and plan

    Quiz Information

    o Quiz #4 covers Chapters 11 & 12

    o Link to Quiz. Quizzes in this course are - due on Sunday by


    11:59 pm.

    Readings

    Personal Finance: Turning Money into Wealth

    Chapter 15
    Media to View

    Retirement Savings (NOW!) (Retirement PPTs)

    Homework # 8

    Life Expectancy Calculator (Live to Be 100 https://www.livingto100.com/


    or Death Clock.com http://www.deathclock.com/)

    MyPlan Snapshot
    Fidelity) http://personal.fidelity.com/planning/retirement/content/myPlan/i
    ndex.shtml

    Things to Submit or Complete This Week

    Discussion for This Week: Homework # 8 (Life expectancy, MyPlan


    snapshot)
    & Discussion #9 (go to activities drop down menu at top of
    page and then

    to discussions) - due Sunday by 11:59 pm.

    What's Next?

    Begin reading chapter 16

    Section #2 (the big one! 25 points!) due next week!


    FIN 218 - PERSONAL FINANCE

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