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    University of Florida
  Jan 18, 2018
2017-2018 Graduate Catalog
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FYC 5106: Personal and Family Retirement and Estate Planning

Credits: 3                    Grading Scheme: Letter

Prerequisite: Graduate standing.      

Provides individuals with knowledge of both public and private retirement plans including Social Security, Medicare, Medicaid, defined benefit, defined contribution plans and their regulatory provisions. Estate planning aspects focus on the efficient conservation and transfer of wealth through trusts, wills, probate and charitable giving consistent with the client’s goals.

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