Keep in mind the ¨people¨ can be based off of fictional or just a generalized person and what that person should do you can just base it off of what a generalized person of that age should do/plan for not a full actual interview
Task 1: Savings, Investments, and Risk Management for a Young Professional
Talk to a 25-year-old business professional who has a graduate degree and who is unmarried. This person can be a family member, friend, or mentor. Describe the savings and investments and risk management strategies this professional has adopted.
Type your response here:
Task 2: Savings, Investments, and Risk Management for a Middle-Aged Professional
Talk to a 40-year-old business professional with a family that includes a spouse and children. This person can be a family member, friend, or mentor. List and describe the savings, investments and risk management strategies for this phase of life. Describe how financial planning has changed from the earlier phase of life.
Type your response here:
Task 3: Savings, Investments, and Risk Management for an Aging Professional
Talk to a 55-year-old (or older) business professional nearing retirement. This person can be a family member, friend, or mentor. List and describe the savings, investments, and risk management strategies for this phase of life. Describe how financial planning has changed from the earlier phase of life.
Type your response here:
