Master's Degree - Family Financial Planning

Fall 2022 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

Retirement Planning
Dalton
Edition: 18th
ISBN: 978-1-946711-13-7

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 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

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.

Sarah Hidalgo Cook received the Student Excellence Award in 2021.Getting a master's degree is an opportunity I never thought I would take part in since I lost 65% of my vision in the fall of 2017.  I spent over 2 years in occupational therapy to ensure that I could continue working in the transit industry that I love.  The chance to attend graduate school and work towards a degree is what I needed to begin feeling “alive” again.

Starting graduate school in the middle of the pandemic, with my husband having lost his employment due to the pandemic, and with the various health issues I have regarding my vision, I found the GP IDEA experience to be what I mentally needed to motivate me not only in my career but also in my personal life.  It gave me a challenge and a purpose during the dark pandemic, and this type of motivation is what I needed to feel constructive again.

– – Sarah Hidalgo Cook, Community Development Student,
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