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10<br />
Monday, November 01, 2010<br />
Monday, November 08, 2010<br />
Monday, November 15, 2010<br />
Monday, November 22, 2010<br />
Wednesday, December 01, 2010<br />
Annotated Schedule ‐ Continued<br />
Ch 11‐ Investment Planning<br />
Objectives and rewards of investing, Securities market, Making transactions in<br />
the securities market, Becoming an informed trader, Online investing, Managing<br />
your investment holdings<br />
Worksheets: (1) Finding the amount of investment capital, (2) Keeping tabs on your<br />
investment holdings<br />
Ch12 ‐ Investing In Stocks & Bonds<br />
Risks and rewards of investing, Investing in common stocks, Investing in bonds,<br />
Preferred and convertibles<br />
November 11 Written Essay # 3 is due: Explain what TIPS are and discuss their<br />
advantages and disadvantages?<br />
Ch 13‐ Investing in Mutual Funds<br />
Mutual funds basics, Types of mutual funds and fund services, Making mutual funds<br />
investments<br />
Ch 14 ‐ Planning for Retirement<br />
Overview of retirement planning, Social security, Pension palns and retirement<br />
programs, annuities<br />
Worksheet: (1) Estimating future retirement needs<br />
Ch 15 ‐Preserving the Estate<br />
Principles of estate planning, Wills, Trusts, Gift taxes, Estate taxes and planning<br />
Worksheets: (1) Checklist of items to keep in a safe‐deposit box; (2) Computing<br />
Federal Estate Tax due<br />
FSLO 1 & 5<br />
QLLO 1 & 2<br />
S&ALO 1 & 3<br />
FSLO 1, 5, & 10<br />
QLLO 1 & 2<br />
S&ALO 1 &3<br />
FSLO 1 & 5<br />
QLLO 1 & 2<br />
S&ALO 1<br />
FSLO 1 & 5<br />
QLLO 1 & 2<br />
S&ALO 1<br />
FSLO 1 & 5<br />
QLLO 1 & 2<br />
S&ALO 1
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