Briefly summarize the recommendations. Elaboration on what other strategies you considered for each recommendation. Why were those alternatives less appropriate?

Final Project

• Prepare and present key financial planning recommendations to your assigned client
  • Key recommendations will be delivered orally with a PowerPoint as if the instructor were the client

Each member of the team will present some aspect of the plan.

• Summarize key recommendations in 2-3 pages Briefly summarize the recommendations.

Elaboration on what other strategies you considered for each recommendation.

Why were those alternatives less appropriate?

• Every scenario will have at least one recommendation related to each the following
  • Investments
  • Tax Planning
  • Insurance
• Consider and articulate when the recommendation should incorporate the guidance of other advisors/attorneys
• Other topics to consider
  • Estate Planning (including beneficiary designations)
  • Family Law Planning (Pre and post-nuptial agreements, adoption)
  • Cash Flow Planning
  • Charitable Giving
• All plans should state the recommended asset allocation with some rationale for why it is
  • Generally speaking, most well-designed mainstream portfolios are diversified across size and nationality.
  • If yours varies, please explain why that’s best for the
• If you believe you need to make some assumptions that are not included in your client scenarios, you may create some basic assumptions
  • Add these assumptions to the 2-3 page key recommendations document
  • Take care not to change the fundamental basics of the client situation