Question

1. Describe to Tom the goals and rewards of the personal financial planning process.
2. Explain to Tom what is meant by the term financial planning and why it is important regardless of income.
3. Describe the financial planning environment to Tom. Explain the role of the consumer and the impact of economic conditions on financial planning.
4. What arguments would you present to convince Tom that the personal financial planning course would benefit him more than beginning golf?



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  • CreatedFebruary 13, 2015
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