30 episodios

HS 333 Video: Personal Financial Planning: Comprehensive Case Analysis American College

    • Cine y Televisión

    • video
    Required Video: 01 - Living a Life of Significance

    Required Video: 01 - Living a Life of Significance

    Joe Jordan, author of the “Living a Life of Significance” discusses the human side of life insurance.

    • 6 min
    • video
    Required Video: 02 - Fiduciary Responsibility in Retirement Planning

    Required Video: 02 - Fiduciary Responsibility in Retirement Planning

    Professor Craig Lemoine speaks with Jeffrey DeLone, a Financial Advisor with the DeLone Financial Group, about fiduciary responsibility when planning for a client’s retirement, and recent problems stemming from financial advisors not fulfilling their fiduciary role.

    • 7 min
    • video
    Required Video: 03 - Compensation Conflicts – Plan Monitoring

    Required Video: 03 - Compensation Conflicts – Plan Monitoring

    Professors Craig Lemoine and Julie Ragatz discuss the different conflicts when it comes to compensation as an advisor monitors the plan created for their client.

    • 4 min
    • video
    Required Video: 04 - Put Me in Coach, I'm Ready to Plan

    Required Video: 04 - Put Me in Coach, I'm Ready to Plan

    • 5 min
    • video
    2015 Comprehensive Case: 01 - Kevin and Christine Introduction

    2015 Comprehensive Case: 01 - Kevin and Christine Introduction

    • 7 min
    • video
    2015 Comprehensive Case: 02 - Meet the Planner: Goals and Objectives

    2015 Comprehensive Case: 02 - Meet the Planner: Goals and Objectives

    • 12 min

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