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ACCT 2288 Financial Advisory Practice Assignment Sample

Case Study: John Smith and Megan Smith An Executive Summary John Smith & Megan Smith are husband & wife. John is aged 55 while Megan is 50. And it has anticipated that their retirement would be 1st January 2030. John is an electrician by profession and self-employed while Megan is a manager and employed in a company. John & Megan both are not eligible to receive a government pension/allowance. Both have wills with them…

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