Executive Programs

Retirement Planning Certificate Program

Program Structure

Technical Expertise	Employer-Sponsored Plans	Pre-Retirement Distribution
	Non-Qualified Executive Compensation Plans	Distribution Retirement
	Social Security and Medicare	Individual Retirement Arrangement

Client Application	The Retirement Planning Process	Client Application: The Transition Phase
	Client Application: The Accumulation Phase	Client Application: The Retirement Phase

Ongoing Support	Retirement Planning Advisor Guides ^TM

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Technical Expertise

Employer-Sponsored Retirement Plans

Types of NQDC plans
Incentive stock options
Non-qualified stock options
Section 423 employee stock purchase plans
Phantom stock plans
Restricted stock plans

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Non-Qualified Executive Compensation Plans

Types of NQDC plans
Incentive stock options
Non-qualified stock options
Section 423 employee stock purchase plans
Phantom stock plans
Restricted stock plans

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Individual Retirement Arrangements

Fundamentals of IRAs
Participation rules and regulations
Withdrawal rules and regulations
Taxation of distributions from IRAs

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Social Security and Medicare

Social Security eligibility rules
SS Retirement rules and regulations
SS disability benefits
SS benefits rules
Understanding Medicare Part A and B
Choosing the right prescription drug plan
Taxation of Medicare benefits

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Pre-Retirement Distributions

Pre-Retirement access to retirement plan assets
Vesting rules for qualified plans
Vesting and forfeiture rules of nonqualified and incentive plans
Early distributions from qualified, 403(b) & 457 plans
Lump-sum distributions
Qualified plan, 403(b) and 457 plan in-service
Hardship withdrawals
Nonqualified and incentive plan in-service/hardship withdrawals
Retirement plan loans
Qualified, 403(b) and 457 plan employment termination options
Nonqualified and incentive plan employment termination options
Pre-Retirement risk management provisions þ death benefits
Death benefits in nonqualified and incentive plans
QDROs

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Post-Retirement Distributions

Strategic planning at retirement
RMD rules
Plan withdrawal options and income taxation
Types of immediate annuity options
Advantages and disadvantages of annuities for retirement income
Taxation of annuities
retirement lump-sum distributions and rollovers
Planning for post-retirement distributions at death
Estate planning for distributions from qualified plans and IRAs
Estate tax considerations
Income tax considerations
Beneficiary considerations

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Client Application

The Retirement Planning Process

Effective profiling
The retirement lifecycle
Understanding the emotional issues
Focusing on common retirement needs
Motivating clients to action
Addressing common concerns

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Capitalizing on Opportunities with Clients in the Accumulation Phase (ages 25-55)

Focusing on needs of clients in the accumulation phase
Motivating clients to action

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Capitalizing on Opportunities with Clients in the Transition Phase (ages 55-65)

Focusing on needs of clients in the transition phase
Motivating clients to action

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Capitalizing on Opportunities with Clients in the Retirement Phase (age 65+)

Focusing on needs of clients in the retirement phase
Motivating clients to action

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Support

Retirement Advisor Guides

Online access to timely and up-to-date information on over 100 of the most common retirement planning issues that professionals encounter

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Registration Options

Online registration will be available on late May 2008.

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CONTACT INFORMATION

Office of Executive Programs
Terry College of Business
University of Georgia
110 E. Clayton Street
Suite 602
Athens, GA 30602-6254
706-425-3051
706-369-6078 (fax)
email

DIRECTOR

Charles E. Squires
357 Brooks Hall
706-425-3051
email