Worrad Financial Services: Planning for Retirement
商品編號：W49158
出版日期：2026/05/21
再版日期：
商品來源：
商品主題：Finance
商品類型：Case (Field)
涵蓋議題：Wealth management, retirement, planning
難易度：3 - Undergraduate
內容長度：6 頁
地域：Canada
產業：Finance and Insurance
事件年度：2026
In January 2026, the founder of Worrad Financial Services in Hamilton, Ontario, Canada, was helping her client prepare for retirement. The client was recently widowed after the death of her spouse several months earlier. She was 58 years old and needed help with wealth management and retirement planning. She had three specific concerns: an outstanding investment loan, uncontrolled spending in some areas, and a retirement plan that she hoped to start in two years. The founder was eager to provide her client financial advice and help her retire successfully. To do so, she would have to help her manage her investment loan, make appropriate investment decisions, control her cash flow, and select the right insurance plan. She knew that it would be a challenge to ensure that her client could meet all of her financial and retirement goals, but she was eager to get started.
教學手冊：Worrad Financial Services - Planning for Retirement - Teaching Note
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