Develop a list of investment-funded planning goals (e.g., emergency fund situation, retirement investment plan, education funding goal, and the art gallery and home improvement goals) for the Bedos. When conceptualizing these goals, consider the following.

a. Is each goal developed in agreement with any or all goals and objectives that the clients have identified regarding investment planning? You must identify the various goals the Bedo?s have investments.

b. What situational factors might influence their investment-funded goals (e.g., emergency fund situation, retirement investment plan, education funding goal, and the art gallery and home improvement goals)? Student answers will vary, but representative answers follow. Situational factors that might influence the Bedos? investment goals include:

2. Make a list of life events that may impact these goals for Tyler and Mia and should be reviewed at future client meetings. Some events may affect all of the goals, while others may only affect selected goals.

3. Develop a list of globally-accepted, client-specific, or planner-generated planning assumptions that will structure the situational analysis and planning for each goal. All of the available investment returns are relevant.

4. Summarize the Bedos? time horizon, risk tolerance, investment attitudes, economic expectations, and risk capacity for each of their investment-funded goals (e.g., emergency fund situation, retirement investment plan, education funding goal, and the art gallery and home improvement goals).

5. Summarize your observations about Tyler?s and Mia?s current planning efforts and the identified planning need(s) for each of the investment-funded goals (e.g., emergency fund situation, retirement investment plan, education funding goal, and the art gallery and home improvement goals).