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Searching for a Retirement Plan
Pozen, Robert C.; Goodman, Lucas W.Case HBS-314022-EFinanceStarting at €8.20
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Equity Awards at GulfShore Rigging
Pozen, Robert C.; Goodman, Lucas W.Case HBS-314005-EStarting at €8.20
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Searching for a Retirement Plan, Teaching Note
Pozen, Robert C.; Goodman, Lucas W.Teaching Note HBS-314023-EFinanceTeaching Note for 314022.Starting at €0.00
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Advising Families on Estate Planning
Pozen, Robert C.; Goodman, Lucas W.Case HBS-314088-EAccounting and ControlSean Warrick is an estate planning adviser at Hellwig & Macon. He is preparing for meetings with two clients. His first clients are Peggy and David Bartley, a professional married couple of moderate wealth. His second clients are Ray and Michelle Polanski, a couple that married late in life and had highly asymmetrical wealth and age. In the case, Warrick is reading a report written by Peter Sullivan, a top estate planning adviser, which considers...Starting at €8.20