Planit:Creating a Model Strategy Using the AutoModel Exercise

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Template:Creating a Model Strategy Using the Automodel Exercise

United States of America
{{{United States Workbook Template}}}

Argentina
{{{Argentina Workbook Template}}}

Brazil
{{{Brazil Workbook Template}}}

United Kingdom

== Solve for the following problem: == Julie Evans has provided you with some extra information so that you can complete a full, life- goals analysis: She only needs {{{requirement}}} annually during retirement, or {{{minimum}}} minimum. She is willing to save an extra {{{savings per year}}} per year, and work until age {{{work till age}}} if required. However, she would rather have her retirement lifestyle adjusted before her retirement age. When she reaches retirement she would like to adopt a moderate risk profile, and upon her age{{{retirement age}}} a conservative risk profile. Input this data for the client and then answer the following questions: Where did you enter the extra savings? Was the Adjust Age Before Income checkbox checked? What did you enter for the minimum retirement lifestyle on the AutoModel screen? $____ Solve for the following problem: {{{Male Name}}} and Julie Evans want to see the impact that your modeled scenario would have on their ability to retire, and the changes they would have to make to accommodate it. They are willing to save an extra {{{extra savings}}} into Julie’s Non-registered account each year, and retire by a maximum of age {{{work till age}}}. They need a minimum of {{{requirement annually during retirement, and would rather retire when they originally planned, even if it meant reducing their retirement income. Input this data for the client and then answer the following questions: What was the value of the field for Sally’s Other Savings under thresholds? $_____ Was the Adjust Age Before Income checkbox checked?

Russia
{{{Russia Workbook Template}}}

China
{{{China Workbook Template}}}

Malaysia

== Solve for the following problem: == Suhaila Mokhtar has provided you with some extra information so that you can complete a full, life- goals analysis: She only needs {{{requirement}}} annually during retirement, or {{{minimum}}} minimum. She is willing to save an extra {{{savings per year}}} per year, and work until age {{{work till age}}} if required. However, she would rather have her retirement lifestyle adjusted before her retirement age. When she reaches retirement she would like to adopt a moderate risk profile, and upon her age{{{retirement age}}} a conservative risk profile. Input this data for the client and then answer the following questions: Where did you enter the extra savings? Was the Adjust Age Before Income checkbox checked? What did you enter for the minimum retirement lifestyle on the AutoModel screen? $____ Solve for the following problem: {{{Male Name}}} and Suhaila Mokhtar want to see the impact that your modeled scenario would have on their ability to retire, and the changes they would have to make to accommodate it. They are willing to save an extra {{{extra savings}}} into Suhaila’s non EPF account each year, and retire by a maximum of age {{{work till age}}}. They need a minimum of {{{requirement annually during retirement, and would rather retire when they originally planned, even if it meant reducing their retirement income. Input this data for the client and then answer the following questions: What was the value of the field for Sally’s Other Savings under thresholds? $_____ Was the Adjust Age Before Income checkbox checked?

Singapore

== Solve for the following problem: == Ellen Tan has provided you with some extra information so that you can complete a full, life- goals analysis: She only needs {{{requirement}}} annually during retirement, or {{{minimum}}} minimum. She is willing to save an extra {{{savings per year}}} per year, and work until age {{{work till age}}} if required. However, she would rather have her retirement lifestyle adjusted before her retirement age. When she reaches retirement she would like to adopt a moderate risk profile, and upon her age{{{retirement age}}} a conservative risk profile. Input this data for the client and then answer the following questions: Where did you enter the extra savings? Was the Adjust Age Before Income checkbox checked? What did you enter for the minimum retirement lifestyle on the AutoModel screen? $____ Solve for the following problem: {{{Male Name}}} and Ellen Tan want to see the impact that your modeled scenario would have on their ability to retire, and the changes they would have to make to accommodate it. They are willing to save an extra {{{extra savings}}} into Ellen’s {{{Account 1}}} account each year, and retire by a maximum of age {{{work till age}}}. They need a minimum of {{{requirement annually during retirement, and would rather retire when they originally planned, even if it meant reducing their retirement income. Input this data for the client and then answer the following questions: What was the value of the field for Sally’s Other Savings under thresholds? $_____ Was the Adjust Age Before Income checkbox checked?

Hong Kong
{{{Hong Kong Workbook Template}}}

India
{{{India Workbook Template}}}

Caribbean
Jamaica {{{Jamaica Workbook Template}}} Trinidad and Tobago {{{Trinidad and Tobago Workbook Template}}} Barbados {{{Barbados Workbook Template}}} Bermuda {{{Bermuda Workbook Template}}} Bahamas {{{Bahamas Workbook Template}}} Puerto Rico {{{Puerto Rico Workbook Template}}}

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