Comprehensive case assignment #1: Case 6 “Griffin case”
Goal 1: Determine present value of Education costs for all children. (Hints- similar to example mini-case 3 on page 152 calculations)
Goal 2: Prepare a debt management analysis with recommendations. (Hints- similar to example mini-case 2 on page 146-148)
Goal 3: Determine costs of retirement needs and compare this with various retirement age scenarios. (Hints- similar to example mini-case 4. We covered example mini-case 5 where we calculated ‘the retirement goals’. You will first do this step and then make some alternative analyses, page 161).
Goal 4: Determine PASS portfolio expected return and suggest whether client is better off switching to PASS recommended portfolio system.