A PPT for the case study MAX 10 slides.
Explain thoroughly
Structure of the presentation should include:
1) Opening – introduction of FinancialServices 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 coursetopics) to shared 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 mayalso involve gathering additional information from the client – client questions and followup 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.
| Annual Income | Expenses |
| Retirement income comes from: RRSPs Government Pensions Husbands Registered Pension Plan (he was receiving $3,000/mo, his wife is the named beneficiary) | Groceries & drug store $250/mo Heat $400/mo Taxes $500/mo Phone, cable, intranet ($150/mo) Eating out & entertainment ($250/mo) Gifts, clothing, miscellaneous ($250/mo) |
| Joint Assets | Liabilities |
| Chequing account $1,000 Savings account $10,000 Faith’s RRSP $300,000 Home $800,000 Car $25,000 | A credit card with a limit of $5,000 |
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