PWM-Class Presentation-Group 7-Session 10-Tuesday, 18th October 2011

Learning objective : To facilitate individuals and families manage financial issues arising out of special events /situations / circumstances in life. Financial Planning for special situations

Topic of presentation

Material

Group is expected to generate information/material on the topic from various sources such as articles on special situation planning in financial magazines, financial newspapers, white papers, internet etc. Contact financial planners for gathering first hand information/their views on the topic.

Suggested issues for discussion

Describing special situations in the context of personal financial planning say what if someone have children with special needs, what if someone is a single parent, what if someone happy marriage breaks up, what if someone suddenly gets large unexpected wealth?. In what ways planning for special situations help families to cope up with financial issues? Strategies, options and process of planning special events such as: higher education planning, wedding planning, planning for child with special needs, sabbatical from job, planning for switching of career, planning to handle sudden unexpected wealth Illustrate each situation citing live cases. Consequences of not planning for special events

Preparation time and delivery

Varies by interest and ability level of students, but not more than three hours of preparation and 30 minutes of class time. Written report and class presentation

Evaluation method

Evidence that thought was given to the topic and your ability to engage students during class presentation.