BUSI 489 Page 1 of 2 MINI-CASE ASSSIGNMENT INSTRUCTIONS OVERVIEW You are expected to utilize the knowledge and skills obtained in previous courses in the CFP curriculum to complete the Mini-Case Assignments. The Mini-Case Assignments cover all areas of financial planning - some with one topic covered per case and others with more than one topic covered per case. In addition to your textbooks for this course, you should use other course materials and books from previous courses to complete your assignments. INSTRUCTIONS The quantitative Mini-Case Assignment questions are located at the end of the respective chapters of The Case Approach to Financial Planning. You are responsible for solving the problems individually. Do not discuss Mini-Case Assignments with your classmates until after they have been submitted and graded. Use Microsoft Word to submit the Mini-Case Assignments. Cash Flow and Net Worth Planning Mini-Case Assignment Answer the Mini-Case cash flow and net worth planning questions for Schumaker, Mickelson, Ruiz and Green at the end of chapter 3 in The Case Approach textbook. Income Tax Planning Mini-Case Assignment Answer the Mini-Case income tax planning questions for MacDonald, Cross, Beamer, Heckman and Smith at the end of chapter 4 in The Case Approach textbook. Insurance Planning Mini-Case Assignment Answer the Mini-Case life and disability insurance planning questions for Cortez, Wilson, Hanna and Watkins at the end of chapter 5 and Framborgia, O'Reilly, and the Social Security Benefits Integration at the end of chapter 7 of The Case Approach. Read chapters 6, 8, and 9. There are no assignment questions for chapters 6, 8, and 9. Investment and Education Planning Mini-Case Assignment Answer the Mini-Case investment planning questions for Mendoza, Bartlett and Cupples at the end of chapter 10 and the education planning questions for Younan and Antone at the end of chapter 11 of The Case Approach textbook. Retirement Planning Mini-Case Assignment Answer the Mini-Case retirement planning questions for Yao, Robinson and Clarke at the end of chapter 12 of The Case Approach textbook. (For the Clarke case, Juwan wants to withdraw $365,000 at the beginning of each year for 24 years.) Estate Planning Mini-Case Assignment Answer the Mini-Case estate planning questions for Kolbe, Williams, Chatterjee and Goetz at the end of chapter 13 of The Case Approach textbook