Master's Degree - Family Financial Planning

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2024 Fall Course Info
Estate Planning for FamiliesInsurance Planning for FamiliesInvesting for the Family's FuturePersonal Income TaxationRetirement Planning, Employee Benefits, and the FamilyHousing/Real EstateSeminar: Values and Impact InvestingFinancial Planning - Case StudiesFundamentals for Family Financial PlanningContemporary Perspectives on Adult Development and Aging
2024 Summer Course Info
Financial Theory & Research IInsurance Planning for FamiliesMilitary Personal FinanceSeminar: Communication in Financial PlanningSeminar: Survey of Digital Investment AssetsFinancial Planning - Case Studies
Course Planner
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.
Course Information
Retirement Planning, Employee Benefits, and the Family
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 consideration 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 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.
View the Campus Coordinator Directory >>

Disability Support Services

To request accommodations for this course, contact the disability support office at your home university. You must register each semester and for each course. Read more about the Great Plains IDEA process for requesting accommodations.

Textbooks

Retirement Planning and Employee Benefits NOT AVAILABLE UNTIL AUGUST; STILL IN PUBLICATION
Dalton & Dalton eBook: 978-1-957511-01-6
Edition: 19th Edition
ISBN: 978-1-957511-00-9

Behavioral Investment Counseling Available in digital format on the author's website.
Murray, Nick
Edition: 2008
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.
Edition: 2011
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.

Lisa King for Family & Community Services, Family & Consumer Sciences Education, Family Financial Planning, Youth Development, and Community Development
Mel Sedlacek for Early Care & Education
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.

Faculty
University Members
Members of the Great Plains IDEA are universities accredited by a regional accrediting agency recognized by the U.S. Department of Education. Member universities recruit, admit and graduate students, teach in an academic program and contribute to the leadership and maintenance of the alliance. Membership in the alliance is a selective process that engages institutional leadership at all levels.
More about our members »

Shannon Spencer is a graduate student in the agricultural education program.The Great Plains IDEA program has allowed me the flexibility to continue my education while also being a full-time extension agent and mother to twin boys. The program has given me the opportunity to interact with students and teaching professionals from various universities that I may have never met. This program has allowed me to focus not only on my education but also on my profession and family and for that, I will be forever grateful.

– – Shannon Spencer, Agricultural Education Master's Degree Student,
See more testimonials »