Case study: Mrs. Smith is an 88 year old widow. She has an investment portfolio of $25M. She has 3 kids and 6 grand kids. Her annual living expenses are $250,000. Question: Based on what you know, describe your approach to her investment portfolio. There is more here than meets the eye. Feel free to ask questions during the case study review, but come with ideas as well. Question: Other than investments, what should we discuss with Mrs. Smith. Be specific and creative. These questions are broad. Handle however you see fit.
