答案

NO.PZ202410180200002304 问题如下 Intify anscuss two arein whiCree nee to improve goquantification. Cree hneglecteto quantify goals relateto 1. His chilen's university expenses, an2. The scope of the planneapartment builng purchase. Given Cree's goof funng university expenses for his three chilen beginning in 10 years, these amounts mcompete for fun with his planneretirement in 17 years. better quantifying amounts expecte McZhchelp termine whether the ecation-funng gois consistent with the retirement-funng goal. The apartment builng purchase presents a short-term financineein thCree must buet for how muhe is willing to spenon the builng, anfurthermore, the amount of future rentincome thwill available from the purchasebuilng (along with bueteexpenses to maintain the builng). A specific plwill assist Cree in assessing whether the builng purchase will consistent with the longer-term goals of funng retirement anhis chilen's ecation. mecexpenses不需要quantify吗

NO.PZ202410180200002304 问题如下 Intify anscuss two arein whiCree nee to improve goquantification. Cree hneglecteto quantify goals relateto 1. His chilen's university expenses, an2. The scope of the planneapartment builng purchase. Given Cree's goof funng university expenses for his three chilen beginning in 10 years, these amounts mcompete for fun with his planneretirement in 17 years. better quantifying amounts expecte McZhchelp termine whether the ecation-funng gois consistent with the retirement-funng goal. The apartment builng purchase presents a short-term financineein thCree must buet for how muhe is willing to spenon the builng, anfurthermore, the amount of future rentincome thwill available from the purchasebuilng (along with bueteexpenses to maintain the builng). A specific plwill assist Cree in assessing whether the builng purchase will consistent with the longer-term goals of funng retirement anhis chilen's ecation. 1.The amount of apartment builng thCree wants to purchase2.university expenses for Cree's three chilen如题，这样不是完整的句子行吗？

NO.PZ202410180200002304 问题如下 Henlopen McZhis a private wealth manager anis meeting with a new client, NescopeCree, to pla wealth management strategy. To begin this meeting, McZhseeks aitionbackgrouninformation from Cree necessary part of preparing the IPS. McZhlearns thCree is 45 years olanis marriewith three chilen (ages 8, 5, an1). Cree is currently employeattorney with annusalary of EUR300,000. Cree hseverspecific financigoals thhe wishes to achieve in the future but hno particulreturn objective for his portfolio currently valueEUR2,500,000. Because he hbeen investing for 20 years, Cree is comfortable with morate levels of market volatility. His employment provis for his current expenses, so Cree’s liquity requirements are minimal. Cree prefers to have his environmentansociconcerns reflectein his investment choices. McZhthen focuses on Cree’s financigoals. Cree plans to retire in 17 years anexpects to neeEUR200,000 per yeon inflation-austebasis to funa sireretirement lifestyle for himself anhis spouse. However, he is also concerneabout how increasing mecexpenses might affehis portfolio’s ability to funtheir retirement. a potentisolution to this concern, Cree hopes to purchase apartment builng within the next three years anuse the rentincome from this investment property to help funmecexpenses ring retirement. Cree wants to fununiversity expenses for his three chilen, with the first payment starting in 10 years ancontinuing for 12–15 years. Cree’s wife enjoys nating to philanthropic causes. She currently nates EUR10,000 per year, but the time Cree retires, she hopes to increase this amount to EUR30,000 per year. Cree collects antique furniture anbuets EUR15,000 per yefor aitions to his collection. He mentions ththis year’s antique purchase will his next large expense ancurrently hthe highest priority of all his goals. McZhcontinues the scussion with Cree in orr to evaluate his gree of risk tolerance. Cree consirs retirement a long-term goanis willing to enre a 10% op in expecteretirement spenng. However, he is very concernewith having sufficient fun to cover mecexpenses anviews purchasing investment property a sourof stable income to cover these expenses, so it is very important to him to purchase the builng Intify anscuss two arein whiCree nee to improve goquantification. Cree hneglecteto quantify goals relateto 1. His chilen's university expenses, an2. The scope of the planneapartment builng purchase. Given Cree's goof funng university expenses for his three chilen beginning in 10 years, these amounts mcompete for fun with his planneretirement in 17 years. better quantifying amounts expecte McZhchelp termine whether the ecation-funng gois consistent with the retirement-funng goal. The apartment builng purchase presents a short-term financineein thCree must buet for how muhe is willing to spenon the builng, anfurthermore, the amount of future rentincome thwill available from the purchasebuilng (along with bueteexpenses to maintain the builng). A specific plwill assist Cree in assessing whether the builng purchase will consistent with the longer-term goals of funng retirement anhis chilen's ecation. He nee to quantify the amount of money in totto fununiversity expenses for his three chilen, with the first payment starting in 10 years ancontinuing for 12–15 years.He nee to quantify the amount of money in totto purchase the apartment builng within the next three years. Also the rentincome from this investment property to help funmecexpenses ring retirement.

NO.PZ202410180200002304 问题如下 Henlopen McZhis a private wealth manager anis meeting with a new client, NescopeCree, to pla wealth management strategy. To begin this meeting, McZhseeks aitionbackgrouninformation from Cree necessary part of preparing the IPS. McZhlearns thCree is 45 years olanis marriewith three chilen (ages 8, 5, an1). Cree is currently employeattorney with annusalary of EUR300,000. Cree hseverspecific financigoals thhe wishes to achieve in the future but hno particulreturn objective for his portfolio currently valueEUR2,500,000. Because he hbeen investing for 20 years, Cree is comfortable with morate levels of market volatility. His employment provis for his current expenses, so Cree’s liquity requirements are minimal. Cree prefers to have his environmentansociconcerns reflectein his investment choices. McZhthen focuses on Cree’s financigoals. Cree plans to retire in 17 years anexpects to neeEUR200,000 per yeon inflation-austebasis to funa sireretirement lifestyle for himself anhis spouse. However, he is also concerneabout how increasing mecexpenses might affehis portfolio’s ability to funtheir retirement. a potentisolution to this concern, Cree hopes to purchase apartment builng within the next three years anuse the rentincome from this investment property to help funmecexpenses ring retirement. Cree wants to fununiversity expenses for his three chilen, with the first payment starting in 10 years ancontinuing for 12–15 years. Cree’s wife enjoys nating to philanthropic causes. She currently nates EUR10,000 per year, but the time Cree retires, she hopes to increase this amount to EUR30,000 per year. Cree collects antique furniture anbuets EUR15,000 per yefor aitions to his collection. He mentions ththis year’s antique purchase will his next large expense ancurrently hthe highest priority of all his goals. McZhcontinues the scussion with Cree in orr to evaluate his gree of risk tolerance. Cree consirs retirement a long-term goanis willing to enre a 10% op in expecteretirement spenng. However, he is very concernewith having sufficient fun to cover mecexpenses anviews purchasing investment property a sourof stable income to cover these expenses, so it is very important to him to purchase the builng Intify anscuss two arein whiCree nee to improve goquantification. Cree hneglecteto quantify goals relateto 1. His chilen's university expenses, an2. The scope of the planneapartment builng purchase. Given Cree's goof funng university expenses for his three chilen beginning in 10 years, these amounts mcompete for fun with his planneretirement in 17 years. better quantifying amounts expecte McZhchelp termine whether the ecation-funng gois consistent with the retirement-funng goal. The apartment builng purchase presents a short-term financineein thCree must buet for how muhe is willing to spenon the builng, anfurthermore, the amount of future rentincome thwill available from the purchasebuilng (along with bueteexpenses to maintain the builng). A specific plwill assist Cree in assessing whether the builng purchase will consistent with the longer-term goals of funng retirement anhis chilen's ecation. Cree neeto improve goquantification relateto amonut of money for university ecation use. He only mentionethhe wants to fununiversity expenses for his three chilen, with the first payment starting in 10 years ancontinuing for 12–15 years. But the amout of money neeis not mentioneso we neeto quantify it. Cree neeto improve goquantification relateto amount of money buying the apartment. he concerneabout how increasing mecexpenses might affehis portfolio’s ability to funtheir retirement. a potentisolution to this concern, Cree hopes to purchase apartment builng within the next three years anuse the rentincome from this investment property to help funmecexpenses ring retirement. He neeto quantify the amount of money purchasing the apartment.