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Case

High-Impact Wealth Management: Tom and Deena Li Plan for Retirement

By Chuck Grace / Paige Addesi / Matt Lord

Finance

The High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover all seven topics covered in the list of “common-cents” strategies. Also refer to 9B16N029.

Collection: Ivey Business School (Canada)

Ref: IVEY-9B16N028-E

Format: PDF

Number of pages: 8

Publication Date: Aug 24, 2016

Language: English

Review date: Oct 24, 2016

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Description

Year: 2016

Geographic Setting: Canada

Industry Setting: Finance and Insurance;

Learning Objective

The case entitled “Tom and Deena Plan for Retirement” specifically addresses items 2 and 5 on the list of “common-cents” strategies: time value of money (or save), in the context of retirement planning.

High-Impact Wealth Management: Tom and Deena Li Plan for Retirement

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High-Impact Wealth Management: Tom and Deena Li Plan for Retirement

What material is included in this case:

Description

Learning Objective

High-Impact Wealth Management: Tom and Deena Li Plan for Retirement

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