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38 case study in risk management: private wealth (2 background of…
38 case study in risk management:
private wealth
1 introduction
2 background of Eurolandia
government pension plan
health system
unemployment insurance
education
social security contributions and tax rates
3 the Schmitt family in their early career stage
intial case facts
identification and analysia of risk exposures of the Schmitt family in the early career stage
the Schemitts purchase their home
review fo risk mangement arrangements following the house puchase
4 the Schmitts in their career development stage
case facts: 45
financial objectives in the career development stage
identification and evaluation of risks in the career developmetn stage
recommendations to manage risk exposures in the career development stage
5 the Schmitts in their peak accumulation years
review of objectives risks and methods of addressing them
recommendations for risk management at peak accumulation stage
6 the Schmitts are about to retire
key issues and objectives
analysis of retirement assets and drawdown plan
retirement income recommendations
investment portfolio analysis and recommendations
the advisor's recommendations for investment portfolio in retirement