Your team works for a financial planning firm, and your manager recently met with a young couple. After interviewing them, she is giving you her notes, as communicated by the clients. She helped them clarify some of the questions they have and is now tasking you as a team to analyze their situation. She trusts you with presenting your conclusions directly to the clients in a few weeks (after her review and approval). This is a great opportunity for you, and you want to give it your best!

Q&A Education