new november 3 2018

Case Study: You be the Financial Planner (p. 32)

  • 1. For each situation, identify the main financial planning issues that need to be addressed.
  • 2. What additional information would you like to have before recommending actions in each situation?
  • 3. Based on the information provided and your assessment of the situation, what actions would you recommend for the Blakes, Patrick, and Nina?
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