Master's Degree - Family Financial Planning

Fall 2021 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.
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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

THE TEXTBOOK RETIREMENT PLANS AND EMPLOYEE BENEFITS IS REVISED EVERY SPRING. A NEW ISBN # FOR THE 17TH EDITION HAS NOT BEEN ISSUED YET
Dalton text, coming out in May
Edition: 2021

Behavioral Investment Counseling
Murray, Nick
Edition: 2008
ISBN: 978-0-615-25209
Publisher: out of print--available in digital format on the author's website

Retirement Heist, How CVompanies Plundr and Profit from the Nest Eggs of American Workers
Schultz, Ellen E.
Edition: 2011
ISBN: 1591843332
Publisher: Portfolio/Penguin


Course Access

Canvas at UNL

Approximately two to three weeks before the first day of class, 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, Kaelie Kellner 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 its.unl.edu/myunl/.  Courses may not be visible to students until the first day of class.


Exam Proctor

This course does not require an exam proctor.

Synchronous Components

This course does not include synchronous components.

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.

Headshot photo of Kathryn Holt smilingThe Great Plains IDEA program was a perfect fit for my schedule as it allowed me to work, travel, and learn on the go. The nature of the program fosters a flexible learning environment, and as a student, you have access to all the tools you need with any online portal. With multiple universities contributing to the course roster, there are numerous offerings that provide students with plenty of options to build their skillset.

– – Kathryn Holt, Dietetics Student,
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