Family Financial Planning Graduate Programs

Graduate Certificate Course Information

Retirement Planning, Employee Benefits, and the Family*

University:

University of Nebraska - Lincoln

Course Number:

CYAF 828

Credit Hours:

3 credit hours - $610 per credit

Start/End Dates:

August 26, 2024 - December 13, 2024

Overview

Course Description

This course covers micro and macro considerations in retirement planning for individuals and families. Content includes a survey of various types of retirement plans, ethical considerations in providing retirement planning services, assessing and forecasting financial needs in retirement, integration of retirement plans with government benefits, and current research and theory in the field. Case studies provide students with experience in retirement planning needs analysis.

Contacts

Instructor

Doug Nelson
Office: 913-461-7283
Fax: 888-648-0771
dnelson16@unl.edu

Campus Coordinator

For course access questions, contact the teaching university’s campus coordinator. For enrollment questions, contact your home university campus coordinator.

Textbooks

Retirement Planning and Employee Benefits, 19th Edition
James F Dalton
Edition: 19th
ISBN: 978-1-957511-00-9
Publisher: Money Education

Behavioral Investment Counseling
Nick Murray
Edition: Available in digital format on the author's website.
ISBN: 978-0-615-25209
Publisher: Nick Murray Co. Inc

Retirement Heist, How Companies Plunder and Profit from the Nest Eggs of American Workers
Schultz, Ellen E
ISBN: 1591843332
Publisher: Portfolio/Penguin

Course Access

Canvas at UNL

UNL Graduate Studies will email students with information (student name, email, and NU ID) and instructions for accessing UNL classes. For undergraduate students in the ECEMS program, Mel Sedlacek will email students with information and instructions for accessing UNL classes. Students will claim their UNL account by setting a password and security questions. Once students claim their ID, they will be able to access their courses at https://canvas.unl.edu/. Courses may not be visible to students until the first day of class.

Please contact the UNL campus coordinator listed below with any questions.

Mel Sedlacek for Early Care & Education, Early Childhood & Family Policy, Family & Community Services, Family & Consumer Sciences Education, Family Financial Planning, Youth Development, and Community Development

Kelly Durkin for Dietetics

Melisia Bieber for Merchandising

Melissa Sailors for Ag Systems Management & Technology, Animal Science, Food Safety & Defense, Grassland Management, Horticulture, and Quantitative Genetics & Genomics

Exam Proctor

This course does not require an exam proctor.

Synchronous Components

This course does not include synchronous components.

Information is subject to change.

Please revisit this page again before the semester starts to make sure you have all the current information.

Drops and Refunds:

Students adhere to the drop and refund policies and deadlines of their home university.

Meet Our Faculty

Click on the faculty name to get their contact information. To learn about this program at each institution, click on the university name.

University Contact

Click on the campus coordinator name to get their contact information. Click on the university name to learn more about how IDEA works at that campus.