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320-14 Principles of Retirement Planning

3 Hours Administrative Sciences
Instructor: Jan L. Brakefield
Box 870158
University of Alabama
Tuscaloosa, AL 35487
205-348-8722
205-348-6178
jbrakefi@ches.ua.edu

Important Contract Policies

Purpose

Equip the student with a good foundation of the principles and strategies necessary for successfully managing personal assets. Upon completion of the course, the learner will be competent and confident to make decisions and implement plans which will positively influence his/her financial well-being.

Learning Objectives

Course Objective: The contract will provide a broad introduction to the arena of managing and accumulating assets for the purpose of ensuring an income stream during retirement. An emphasis on hands-on application relative to the student's individual situation.

Methodology
  1. Specific assignments will be mailed to the student. The assignments are a combination of end-of-the-chapter questions and hands-on/experimental projects (such as interviewing a stockbroker, tracking stock prices, using internet sites to conduct research on mutual funds, etc.).
  2. The Contract Director will send detailed instructions on the assignments and the order in which the assignments should be submitted.


Resources

Textbook: Principles of Retirement Planning, Dearborn, 5th ed., 2002

Evaluation

  1. There are 4 sections, 100 points each, for a total of 400 points.
  2. Some of the application-oriented projects include:
      a) determining current and projected annual expenses
      b) calculating income needs at retirement
      c) identifying types of retirement income sources
      d) determining life insurance needs
      e) interviewing a stockbroker
      f) researching Medicare coverages
      g) considering property/asset management techniques
      h) shopping for long-term care insurance
  3. The instructor and student will discuss the projects and assignments after the enrollment of the contract.

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