Wealth Management Planning Case Study- An Example of Retirement Army Family
碩士 === 崑山科技大學 === 企業管理研究所 === 107 === This study uses interview to understand the clients family status, physical health status, insurance status, individual deposits, fund investment and the present value of housing. First, we prepare cases balance sheet and comprehensive income statement. Second,...
| Main Authors: | , |
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| Other Authors: | |
| Format: | Others |
| Language: | zh-TW |
| Published: |
2019
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| Online Access: | http://ndltd.ncl.edu.tw/handle/5798ak |