Financial Services for Faith's Retirement Planning - PPT

Assignment Task

A PPT for the case study MAX 10 slides.
Explain thoroughly
Structure of the presentation should include:
1) Opening - introduction of Financial Services representatives and a summary of the client's financial situation and
2) Options to address the client's immediate concern(s) with pros and cons and a recommendation
3) Proactive identification of at least 2 other longer-term opportunities (reference course topics) to share with the client*
4) Closing - next steps for the Financial Advisor and the client
*For other opportunities identified provide rationale and/or educate the client. This may also involve gathering additional information from the client - client questions and follow up may be required.

Case study
Background:
Faith is 67 and recently lost her husband to cancer. They had been married for 45 years and she feels lost without him. Her only son, Brian, has taken some time off to help her but he lives in the US and must return to his family and job soon. She is feeling a bit overwhelmed knowing she must make some big decisions.
She and her husband came to Canada 25 years ago when he accepted a professor role at the local University, and she had a job working at the school library. Canada became their home and they had just retired 2 years ago.
She would like to sell her home as it is too big for her to maintain on her own. Faith needs to weigh her options and determine if there is an impact to her retirement income if she: 1) stays in Canada to be near her friends, downsizing to a condo in a retirement community where some of her friends live Or 2) sells her home and leaves Canada to live in the US with her son's family. Faith has come to the Bank looking for a better understanding of her personal finances and her options

This Accounting and Finance Assignment has been solved by our Accounting and finance Experts at My Uni Paper. Our Assignment Writing Experts are efficient to provide a fresh solution to this question. We are serving more than 10000+ Students in Australia, UK & US by helping them to score HD in their academics. Our Experts are well trained to follow all marking rubrics & referencing Style. Be it a used or new solution, the quality of the work submitted by our assignment experts remains unhampered.
You may continue to expect the same or even better quality with the used and new assignment solution files respectively. There’s one thing to be noticed that you could choose one between the two and acquire an HD either way. You could choose a new assignment solution file to get yourself an exclusive, plagiarism (with free Turn tin file), expert quality assignment or order an old solution file that was considered worthy of the highest distinction.