The purpose of this project is to help you apply and synthesize the knowledge and skills you learned in retirement planning in a comprehensive manner.
finance
Description
The purpose of this project is to help you apply and synthesize the knowledge and skills you learned in retirement planning in a comprehensive manner. The project can help reach several of our course objectives, such as critical thinking and communication, but also help to build your research abilities, cultivate your leadership, team spirit, and time management skills
Students are required to write a retirement plan for the Roman family as introduced at the end of this instruction.
Important reference: Excerpt “How to write a financial plan” in the Retirement Plan folder at WTClass
As I grade the report, I am looking for excellent analysis and synthesis of retirement planning concepts, tools, and techniques.
Grading is based on rubric. After the grade is posted, you can check how your work is scored on each
section. Rubric is attached at the end of this document
