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Personal Financial Planning
FINC E-150
Personal Financial Planning (12542)
(Syllabus)
Mark Passacantando, MBA, Managing Member, Financial Planning Partners, LLC.
Course tuition: graduate credit $1,725. Limited enrollment.
Fall term:
Tuesdays beginning Sept. 16, 5:30-7:30 pm, Sever Hall, Room 214.
This course examines the principal financial issues facing an individual in today's complex financial environment. The course enables students to make informed decisions in the context of their own specific situations so that the chance of success is maximized and risks are minimized. Focus is on practical strategies that produce results. Areas of study include budgeting; taxation; managing credit; investments; health, life, disability, and long-term care insurance; and retirement and estate planning. (4 credits)