Utilizing the internet, friend, relative or personal connection; find a Financial Advisor; Certified Financial Planner or someone in the Financial Services Industry. Ask for his or her assistance for the next month or week. Your assignment is to interview this person and get their opinion on the following topics. Questions #1-6.

Consult with your interviewee to discuss various stocks, bonds, mutual funds and annuities.

• #4. What role does risk tolerance play in your selection of investment products?
• #5. What is their opinion of retirement planning?
• #6. What factors are important in retirement planning?