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John Gilbert

David C. Shaw;

商品編號:9B13N009
出版日期:2013/05/07
再版日期:2013/05/07
商品來源:Ivey
商品主題:Finance
商品類型:Case (Gen Exp)
涵蓋議題:Retirement Financial Plan;Pension Plan;Taxation;Risk Management;Canada
難易度:5 - MBA/Postgraduate
內容長度:10 頁
地域:Canada
產業:Educational Services;
事件年度:2012

A retiring professor must establish a comprehensive financial plan that enables him and his wife to achieve their target lifestyle. In preparing this plan, they devise a budget and a travel agenda and then determine whether they can achieve these outlays and, if so, what risks are involved and how they might manage these risks. They must consider the optimal mix of debt and equity, domestic and foreign currencies, and short- and long-term debt issues.

教學手冊:8B13N009
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