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FIN 51

FIN 51 - RETIREMENT PLANNING AND INVESTING

Syllabus Summer 2019

Student Learning Outcomes and Course Objectives

Lecture No. 1 - Why Save for Retirement

Lecture No. 2 - Important Factors in Calculating Retirement Savings

Lecture No. 2 - Case Studies in Estimating Retirement Funding

Lecture No. 3 - Tax Deferred Savings Plans for Retirement

Lecture No. 4- Asset Allocation

Lecture No. 5-Mutual Funds

Homework No. 1

Homework No. 2

Homework No. 3

Homework No. 4

AARP Retirement Calculator

Vanguard Asset Allocation Tool

Wells Fargo Asset Allocation Planner

Asset Allocation Charts

Morningstar

How to find funds on Morningstar

Example of retirement planning project

Retirement Savings Calculator

Review for final examination