INTRODUCTION TO RETIREMENT PLANNING
Dr. Settles, Professor
Fall 2010
Supervision and Management 240, section 581
Wednesday evening
Email = msettles@ccsf.edu
website = fog.ccsf.edu/msettles
Textbook: Fundamentals of Retirement Planning by InFre (can order on line for approximately
$32 at ___________________________________
School of Business
City College of San Francisco
This evening semester course focuses on retirement fundamentals. The teaching methods
will include: case studies, text- book readings, external readings, guest speakers along
with lectures and lots of group interactions/assignments. A course overview is attached.
100 points are available in this course, a break down of all points are below. All
assignments are to be submitted in typed form and submitted on time, no late
assignments will be accepted.
Assignments
[] Homework
Homework #1
#2
#3
Points Available
15
Date Due
5 (article +5q/a on OB topic)
5 (5websites homepage + 5q)
5 ( 2 page paper on behavioral finance)
session 5 = 9/15
6 = 9/22
7 = 9/29
[] Quizzes
10
_______
Note: Three quizzes will be given [bottom score will be dropped].
Quiz A = 9/22
Quiz B = 10/6
Quiz C= 11/10
[]Mid Term
20
10/13
5
11/3
[] Group role play of retirement case
10
12/1
[] Final Examination
20
12/ 15
[] Retirement Interview
10
12/1
[] My Retirement Plan
10
12/15
[] Retirement Case + 10-QA
Grades: 100-95= A
79-75= C
74-70= C-
94-90= A69-65= D
89-85= B
64-60= D-
84-80= BBelow 60 = F
Ground rules: arrive to class prior to 6pm start up time, no cell phones or other electronic
devices, side conversations, start on time, end on time, respect to whomever has the floor,
allow one person “the floor” to speak; come to class prepared; no food or drinks in class
(water is okay); respect for others and differences in opinion
Fall 2010 Schedule………………………………… Dr. Settles, Business Professor
Session #
1
Date
August 18
2
25
3
September
Focus
Orientation, C 1
Chapter 1
1
Chapters 1 & 2
4
8
Chapter 3
5
15
Chapter 4
6
22
7
29
8
October
6
Homework for following week
Read Chapters 1 & 2
read c 1 & 2
Read Chapter 3 & 4
HW #1;study for Quiz A (1/2)
HW #2 + Prepare for Quiz A
Quiz A + Groups Formed
TB Case + Review 3& 4
Quiz B + Group Time
9
13
10
20
Chapter 5
11
27
*Guest Panel + Chapter 6
12
November
3
13
10
14
17
HW # 3 + TB case
Read C3 & 4; Quiz B (3/4)
Prepare for mid term {1-4}
MID TERM EXAM
Read Chapter 5
Chapter 6
Chapter 7
Read chapter 7 & 8
Quiz C + group time
Quiz C + Chapter 8
Read chapter 9-10
Chapter 9
Prep for group role play
November 24th ………………..THANKSGIVING HOLIDAY
15
December 1
16
8
Group role- play
Group Prep
17
15
FINAL EXAM
Key dates……..
mid-term exam
date= 10/ 13
group role play presented date=12/ 1
final examination
date = 12/15

Prep:
final exam & personal retirement plan
Final examination
retirement case + 10 QA= 11/3
individual retirement interview = 12/1
personal retirement plan = 12/15
Panel Guests = Russ Richeda, John Rennells, _________ and
___________________
H O M E W O R K ASSIGNMENTS
HOMEWORK # 1 …Retirement Article
[] locate a published article
[] write up 1 paragraph with 5 Q/As
[] make copy and attach
HOMEWORK # 2 …Retirement Websites
[] Identify 5 retirement related websites
[] copy the home pages of each
[] summary (3-4 sentences) of each website (what
does this website provide in retirement information)
[] one question/one answer one can find on each of
the 5 websites
HOMEWORK # 3….. Behavioral Finance
[] write a 2 page paper , using 12 point font and APA
format
[] site at least 3 references
[] answer questions you have about this topic;
including:
1. what is it,
2. how is it used, give at least 3 examples
3. how could it impact me in planning my
retirement,
4. what you have learned, etc.
Retirement Case Study + 10 QA
Write up a retirement case (could be your
own or someone you know or a combination
of the two)
The write up should include
1. what are the goals of the individual
2. the age of the person, gender,
married/single, # of children/dependents
3. where the individual currently resides,
4. where the individual plan to reside upon
retirement,
5. any special circumstances of the person,
6. goals of the person once they enter
retirement, current plan to finance
retirement,
7. what are the retirement finances that are
already in place,
8. challenges (health, low paying job, etc.)
facing the person.
Note: your group will select from your team the case that will be presented in class as a
role-play. The role-play will use the input from HR/Finance Manager on suggestions to
make the retirement a reality. The group should select a case that has as much detail as is
possible.
Interview of HR or Finance Manager
Each student is to interview a manager
(the manager responsible for retirement
in that company …usually the HR or
Finance Manager) from a company of
their choosing (public, private sector or
not for profit). The interviewer (the
student) will present the group selected
case and ask the manager, ten retirement
related questions (developed by the
group) on how the individual in the case
can improve his/her chances of reaching
a successful retirement.
The results of the interview along with
the case will be presented to the class on
December 1st.
DISTRIBUTION……..
Class Handouts will include:
1.
Presentation criteria
2.
My Personal Retirement Plan
3. How to Handle Distribution of
Your Tax Deferred Retirement Assets
4. Four Potential Strategies to
Improve your Retirement Assets
5. Social Security Flyer: “thinking
of retiring?”
6.
Useful Retirement Websites
Guest Panel Questions
Student _____________ Date ___________
Each student is to prepare at least five (5) questions
they would like to ask of the panel prior to the class.
Questions:
#1
#2
#3
#4
#5
Dr. Settles’ OB Course…. Mid Term/FINAL (20pts)
Name___________________
Score= _______ # of questions missed
Multiple choice mid term exam (based on the assigned chapters of the text)
1.
11.
2.
12.
3.
13.
4.
14.
5.
15.
6.
16.
7.
17.
8.
18.
9.
19.
10.
20.
ORGANIZATIONAL BEHAVIOR
Quiz
A
B
Date:____
Name
C
Directions: Write out your answer …TRUE OR FALSE
score/ #missed=