Financial Planning and Forecasting.

Students are required to read and analyse two (2) case studies for potential clients with respect to Retirement Planning issues. You are required to produce a Discussion Paper addressing the specific questions that have been raised by the client. There are two (2) separate case studies and associated questions. You are required to read and address the questions raised for both case studies. As a discussion paper, a simple question and answer format will be acceptable. You should ensure an assessment cover sheet is submitted with your discussion paper. For each case you should: • Read it thoroughly • Answer each question that has been asked (four questions for each case) • Provide sufficient “discussion” in your answer to enable the client to understand their financial position in regards to that particular issue • Clearly show any calculations that you undertake to address the questions and issues raised

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Pages (550 words)
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