Question: Library MyQuest MyMail Contact Navigator Technical Support a 4 Manpreet Kaur Brar Case Study 1: Kelly Meyers' Dilemma Assignment Details Due Date: Monday, September 21

Library MyQuest MyMail Contact Navigator Technical Support a 4 Manpreet Kaur Brar Case Study 1: Kelly Meyers' Dilemma Assignment Details Due Date: Monday, September 21 Case Study Scenario Kelly Meyers is considering filing for divorce from her husband, but she has not spoken with him about this yet. To begin to prepare for this, Kelly pays a visit to Janet Williams, her personal banker. Janet manages both Kelly and her husband's savings. Of In preparation for the meeting, Janet has pulled some of Kelly and her husband's financial information files, thinking that they may both attend the meeting. At the start of the meeting, Kelly reveals her considerations for divorce and also tells Janet that her husband has not been forthcoming about how much he has in his retirement savings. During the course of the conversation, Janet asks Kelly how much is in her husband's RRSP account. Janet hesitates at this question, opens one of the folders on her desk, and looks down at it, but then tells Kelly that she cannot share this information with her. For the next few minutes, Kelly and Janet discuss Kelly's savings and financials. As their meeting is reaching the end, there is a knock on the door, and Janet's boss asks if he can see her for a minute. Janet excuses herself and walks down the hall with her boss. Kelly realizes that her husband's financial information folder is still open and out on Janet's desk. While Janet is with her boss, Kelly looks at the statement. She is surprised to see that her husband has $350,000 in his RRSP while she only has $40,000. This solidifies her plan to file for divorce and to fight for her share of both of the RRSP accounts. When Janet returns, she clears the folders off of her desk, she and Kelly make some small talk, and then they end their meeting Trust anding nication Library MyQuest MyMail Contact Navigator Technical Support a 4 Manpreet Kaur Brar Case Study 1: Kelly Meyers' Dilemma Assignment Details Due Date: Monday, September 21 Case Study Scenario Kelly Meyers is considering filing for divorce from her husband, but she has not spoken with him about this yet. To begin to prepare for this, Kelly pays a visit to Janet Williams, her personal banker. Janet manages both Kelly and her husband's savings. Of In preparation for the meeting, Janet has pulled some of Kelly and her husband's financial information files, thinking that they may both attend the meeting. At the start of the meeting, Kelly reveals her considerations for divorce and also tells Janet that her husband has not been forthcoming about how much he has in his retirement savings. During the course of the conversation, Janet asks Kelly how much is in her husband's RRSP account. Janet hesitates at this question, opens one of the folders on her desk, and looks down at it, but then tells Kelly that she cannot share this information with her. For the next few minutes, Kelly and Janet discuss Kelly's savings and financials. As their meeting is reaching the end, there is a knock on the door, and Janet's boss asks if he can see her for a minute. Janet excuses herself and walks down the hall with her boss. Kelly realizes that her husband's financial information folder is still open and out on Janet's desk. While Janet is with her boss, Kelly looks at the statement. She is surprised to see that her husband has $350,000 in his RRSP while she only has $40,000. This solidifies her plan to file for divorce and to fight for her share of both of the RRSP accounts. When Janet returns, she clears the folders off of her desk, she and Kelly make some small talk, and then they end their meeting Trust anding nication
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