ASSIGNED ASSIGNED READINGS HOMEWORK June 5th Tax Planning CGA Tax Planning Personal Taxes Guide Tax Planning (Handout/On-line). Chapter #17 (pg. 465-472) Chapter #18 (Pg.519-524) June 12th Risk Management Risk Management QUIZ #2 Concepts. Chapter #9 Life, Health & Chapter #10 Ch.9-Multiple Choice Disability Ch.10-Multiplt Choice Mid-term Exam Review Group Assignment #1 Due. June 14th MID-TERM EXAM Covers all of the above chapters and material. June 19th Investment Ch. #14 Planning, PART 1 Principles of Investments. Take up Assignment #1 June 26th Take up Ch. #15 Group Assignment Term Exam #2 Handed out. Investment Planning, PART 2 Stocks and Bonds July 3rd Investment Planning, PART 3 Ch. #16 QUIZ #3 Mutual July 10th Retirement Chapter #17 & 18 Group Assignment (Pg. #492-502). Planning, PART 1 #2 Due. DATE TOPICS ASSIGNED ASSIGNED READINGS HOMEWORK
ASSIGNED READINGS ASSIGNED HOMEWORK June 5th Tax Planning Personal Taxes Tax Planning CGA Tax Planning Guide (Handout/On-line). Chapter #17 (pg. 465-472) Chapter #18 (Pg.519-524) June 12th Risk Management Risk Management Concepts. Life, Health & Disability Mid-term Exam Review Chapter #9 Chapter #10 QUIZ #2 Ch.9-Multiple Choice Ch.10-Multiplt Choice Group Assignment #1 Due. June 14th MID-TERM EXAM Covers all of the above chapters and material. June 19th Investment Planning, PART 1 Principles of Investments. Take up Assignment #1 Ch. #14 June 26th Take up Exam Investment Planning, PART 2 Stocks and Bonds Ch. #15 Group Assignment #2 Handed out. July 3rd Investment Planning, PART 3 Mutual Ch. #16 QUIZ #3 July 10th Retirement Planning, PART 1 Chapter #17 & 18 (Pg. #492-502). Group Assignment #2 Due. DATE TOPICS ASSIGNED READINGS ASSIGNED HOMEWORK Term
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