Question: Exercise 1 (25 pts) Note-you may discuss these questions with other students, and ask questions, but you should NOT copy another student's answers. Name

Exercise 1 (25 pts) Note-you may discuss these questions with other students,

Exercise 1 (25 pts) Note-you may discuss these questions with other students, and ask questions, but you should NOT copy another student's answers. Name Client Profile: Joe is in his early 30s looking to ensure that he's on track to reach his retirement goals. (Please list at least three points for each part) A. Identify his potential sources of retirement income. What sources might he have for his income in retirement? (6 pts) B. What other information do you need to know about Joe in order to help him plan for retirement? List all characteristics of the client that you would need to help him plan for his retirement. (6 pts) C. What financial assumptions do you need to construct retirement savings and investment plans for Joe? List all financial factors that are needed for building a solid retirement plan. (6 pts)

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