This course equips students with a Christian perspective on retirement, 遗产规划, 财富管理, 和 prepares students to provide financial planning services to individuals, 家庭, 和公司. This practical course focuses on key issues, 法律要求, 和 restrictions related to effective retirement 和 遗产规划. Topics addressed include types of retirement plans, 实现礼品, 信托基金, 和 life 保险 as means of transferring assets after death, 和 regulatory 和 tax considerations within retirement 和 遗产规划, as well as related concerns such as wealth management, 家族理财室, 和 family business succession planning. 先决条件: 汽车261年 和 翅片331.