This course equips students with a Christian perspective on retirement, estate planning, and wealth management, and prepares students to provide financial planning services to individuals, families, and companies. This practical course focuses on key issues, legal requirements, and restrictions related to effective retirement and estate planning. Topics addressed include types of retirement plans, implementing gifts, trusts, and life insurance as means of transferring assets after death, and regulatory and tax considerations within retirement and estate planning, as well as related concerns such as wealth management, family offices, and family business succession planning. Prerequisites: BUS 261 and FIN 331.