Description
Focuses on retirement planning strategies and estate planning fundamentals, including wills, trusts, and taxation considerations. Students explore legal frameworks and practical tools to design effective plans that support long-term financial security and wealth transfer.
Prerequisites
- Prerequisite(s): BUSI 2535 .
Conditions and arrangements
- Prerequisite(s): BUSI 2535 .
- Lecture three hours a week.
Reference text in its original language
Focuses on retirement planning strategies and estate planning fundamentals, including wills, trusts, and taxation considerations. Students explore legal frameworks and practical tools to design effective plans that support long-term financial security and wealth transfer.
- Prerequisite(s): BUSI 2535 .
- Lecture three hours a week.
Sources and references
Dates and sources are retained to help you verify the information. Translations are provided to facilitate reading; the official source governs conditions and requirements.
Source reference : https://calendar.carleton.ca/undergrad/courses/BUSI/