Case Study: Presentation
Order Instructions:
This is a team PowerPoint presentation and I need two slides completed. The presentation is based off a case study our team has been working with.
There will be a working PowerPoint called “Case Study: Presentation” and there will be a template for the two slides that need to be completed.

1) A sustainable withdrawal plan in retirement

2) Recommendations for other retirement income sources

Below are the instructions for the assignment

Your presentation should cover the following items:

An analysis of the Social Security and Medicare benefits that the individuals in your case will receive

An explanation of the types of retirement accounts that the individuals in your case are using and the strengths and weaknesses of those types of accounts

An overview of the retirement plan created for your client in Week 4 and your assumptions, calculations, and What-If scenarios

A suggested asset allocation for the individuals in your case to use during the accumulation stage

A suggested asset allocation for the individuals to use during the distribution stage

A sustainable withdrawal plan in retirement
Recommendations for other retirement income sources

Your presentation should include the following:
10 to 15 slides

Include handouts for ground and speaker notes for online

Use of Microsoft® PowerPoint® or another professional presentation software such as Prezi®.

Format your assignment consistent with APA guidelines.

Leave a Reply

Your email address will not be published. Required fields are marked *