Projected approved for one person to complete due to the group not showing up to the group meeting. (Personal Financial Planning)
Financial Management & Counseling Class Project
The purpose of this assignment is to provide a “hands on” experience to synthesize the personal finance concepts that you have learned throughout the quarter by applying them to a “real life” individual or family. You’ll also have an opportunity to work with fellow class members and “pick each other’s brains” as you research your case and present the results of your analysis in a paper presentation.
Here’s what you need to do:
1. Prepare a PowerPoint presentation of 6 to 10 slides about the case study and the team’s analysis and recommendations. Your last slide must contain your references.
2. A variety of ages, situations, and financial challenges have been provided. Feel free to add additional assumptions to the case as long as they are realistic for the situation and described in your report.
3. Review the Financial Case Study Scoring Sheet to learn the criteria for grading this assignment.
4. A plan-of-work is required. See Course Calendar for submission date.
5. The presentation date is to be submitted via Blackboard. See Course Calendar for submission date.
1. The presentation should include:
1. 8-10 slides (includes title page and reference page)
2. Bullet point notes on slides
3. Include talking notes in the notes section
Your financial case analysis should include the following items, as appropriate:
• A discussion of the strengths and weaknesses of the individual or family’s financial situation
• Correction of any misinformation that the individual or family has about financial topics
• Comments about the individual or family’s cash flow
• Comments about emotional issues related to the individual or family’s financial situation
• Calculations of the savings required to reach financial goals
• 3 to 5 recommended action steps to improve the individual or family’s financial situation
• Recommended financial products such as bank accounts, insurance policies, and mutual funds
• Available resources that can assist the individual or family to improve their finances
• Any other information that you feel is useful and germane to the case
• References for source materials used to analyze the case (feel free to use your textbooks, class notes, Web sites, financial publications, and other resources to assist in your analysis).
This is a group effort. It is expected that the work be clearly and fairly divided among those in the group. If by some chance, a group member does not contribute, the remaining group members must complete the tasks for the sake of the project. I would recommend creating a tasks list to be submitted with the non-participant’s information disclosed.
There may be solutions to the case issues that we did not cover in class. The material can be found in your textbooks and other outside resources. It is expected that you will reach beyond the class material.

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