Ivey Publishing

Product Details

John Gilbert
Product Number:
9B13N009
Publication Date:
05/07/2013
Revised Date:
05/07/2013
Length:
10 pages (5 pages of text)
Product Type:
Case (Gen Exp)
Source:
Ivey
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.
Learning Objective:
  • To put together a financial plan that is complicated by tax implications, risk considerations and lifestyle wishes.
Issues:
Disciplines:
Finance
Industries:
Educational Services
Setting:
Canada, 2012
Intended Audience:
MBA/Postgraduate
Price:
$5.30 CAD / $5.00 USD Printed Copy
$4.50 CAD / $4.25 USD Permissions
$4.50 CAD / $4.25 USD Digital Download
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