The Blog


Brian has been selected to teach a retirement planning course for Franklin University as an adjunct professor in the spring. Here are the details:

FPLN-450 Retirement Saving/Income Plan (4 Credits) – 12 weeks in length

An introduction to retirement planning concepts, procedures, and issues for individuals, businesses, and business owners. Topics include understanding and evaluating client retirement objectives, qualified and non-qualified retirement plans, tailoring retirement plans to client needs, funding retirement plans and investing plan assets, retirement planning for individual clients, post-retirement monetary needs, tax considerations in retirement planning, and retirement plan distributions.