1. Submit a document (1 case study, either one of the three attached or your own scenario) the presentation.
2. The documents should consist as follows:
A. Goals and Assumptions ( 1 page, bullet point style)
B. MoneyGuide Pro Financial Plan (support for Conclusions and Recommendations)
C. Conclusions and Recommendations (1 page bullet point style) – summarize case Analysis and determine Recommendations for financial success