Instructions You will submit your Watson-Barker Listening Post-test (Form D) results and written analysis in this assignment folder. Instructions

FNCE 627: Personal Finance: Case Study 1 Below, I am including a

FNCE 627: Personal Finance: Case Study 1

Below, I am including a case study for you to complete covering a portion of the material we covered.

Evaluate the information and prepare a written financial plan of maximum 8 pages following the table of contents as outlined below.

Assumptions and Key Considerations

Recommendations

Financial Analysis

Net Worth

Cash Flow

Strategies

Insurance Coverage

Retirement

Education

Major Purchase

Emergency Fund

IPP

Estate Analysis and Discussion

Selling the Business

Tax Planning for Selling the Business

CASE STUDY

Greg Hoffman: DOB December 31, 1976

Anna Hoffman: DOB May 12, 1973

Greg and Anna have been married for 15 years and appear to be have a stable and committed relationship.

They have three children:

Nina: DOB March 5, 2012

Jake: DOB May 12, 2010

Maddy: DOB July 8, 2008

In June of 2015, Greg boot-strapped a technology-based business in the garage of their home in West Vancouver. He wanted to work with other socially conscious entrepreneurs. They have become increasingly successful and last year’s revenues were about $5 million. They expect to do better than that next year. Anna works 2 or 3 hours a week in the business and takes a salary of $100,000 annually. Greg takes $125,000. They each take dividends from the corporate account of about $30,000/ year.

They have been instructed by their accountant to maximize their contributions to their RRSP’s which are now: Anna: $225,000 Greg: $300,000 They also have a joint investment account with us valued at $5,920,000 They have a corporate account (Hoffman Holdings LT) that has only cash in it: $1,500,000 CAD and $600,000 USD. Many of their clients pay in US funds and their accountant has instructed them to keep it in that currency. They purchased a lot in Hawaii valued currently at $400,000 USD and are wanting to build on it in the next three or four years. In the meantime they are strategizing ways to get a townhouse at Whistler. They are avid skiers and love the outdoors. They are very devoted to the family and getting as much time as possible with the kids while they are young.

They are toying with selling the business later this year. With the growth trajectory they currently have, the calibre of the staff they currently employ and projections for future revenue, Greg has had an estimate from a CPA/BV friend of his that the business (and its intellectual property) could probably sell for between $11 and $13 million USD. But the BV also advised that if he waits for the patent for one of his side projects to come through it could be as high as $20 million USD.

They have a moderate lifestyle. They have asked us to weigh in on: 1) What they should do regarding selling the business. 2) What kind of insurance they should have. 3) Education for the kids 4) Tax planning for when they sell the business. 5) How much they might need to have to never work again and maintain their current lifestyle 6) How they should invest their funds. Additionally, Greg has an uncle who is very wealthy in the US and who has told him that they will be inheriting his house and one of his businesses as well. He is 84.

Note, turn in one file only for this assignment – good luck!

Fill all the case related details and figures in the attached excel sheet as well to prepare balance sheet. There are five pages in the excel sheet file, fill all the pages according to the case.

PERSUASIVE SPEECH OUTLINE Specific Purpose: To persuade my audience to/about Central Idea:

Instructions You will submit your Watson-Barker Listening Post-test (Form D) results and written analysis in this assignment folder. Instructions Writing Assignment Help PERSUASIVE SPEECH OUTLINE

Specific Purpose: To persuade my audience to/about

Central Idea: The thesis statement.

INTRODUCTION –

(Attention Getter) – narrative, startling statement or statistic that will get our attention.

(Reveal your topic) – Tell us the subject of your speech.

(Establish Credibility) – Share personal experience, another’s experience you know about, or simply prove to us why we should listen to you/trust that you’re a reliable source.

(Relevancy Statement) – Why should we care? Why is this relevant to us as an audience?

(Preview of Main Points) – Restate the central idea here and preview your main points.

TRANSITION: This statement tells the audience you are moving from your introduction to your first main point.

BODY

I. Problem – State the problem.

A. (Subpoint-supports the main point) – Explain the problem.

B.(Subpoint-supports the main point) – Explain the problem (continued).

TRANSITION: This statement tells the audience you are moving from the problem to the cause/effect of the problem.

II. Cause OR Effects of that Problem – State the cause or effect.

A. (Subpoint-supports the main point) – Explain the cause/effects.

B.(Subpoint-supports the main point) – Explain the cause/effects (continued).

TRANSITION: This statement tells the audience you are moving into the solution.

III. Solution(s) – State the solution.

A. (Subpoint-supports the main point) – Explain the solution.

B.(Subpoint-supports the main point) – Explain the solution (continued).

TRANSITION: This statement tells the audience you are moving into your conclusion.

CONCLUSION

Summary of Main points – Summarize your problem and solution.

Action Statement – Give the audience something they can do to be part of the solution.

Memorable Close/Clincher – Closing statement that ties back to your introduction.

References

References are required for Persuasive Speeches.

Topic: A Proven Effect In Unit 6, you had the opportunity to

Topic: A Proven Effect

In Unit 6, you had the opportunity to give a town hall presentation to your community. As the director of the local public health department, stakeholders such as academicians, health professionals, state health department staff, representatives from affected communities, and representatives from nongovernmental organizations are looking to you to understand all aspects of the strategic planning process, as well as the results of the community needs assessment.

Using terms that anyone (academician or lay person with no statistical background) could understand, concisely answer the following questions:

How can you determine (prove) that the public health intervention or approach (applied to a specific community need/problem) you presented will have an effect?

What is the purpose of having effective size?

What is the definition of significance (significance testing)?

As you make decisions about the sustainability of the intervention presented, would affect size or significance be most important in your decision-making process? Why?

Include TWO academic references above 2017

NO CONSIDERATION FOR PLAGIARISM

APA FORMAT AND INDEX CITATION

PLEASE WRITE FROM PUBLIC HEALTH PERSPECTIVE

Due 8/27/22 at 10am

PART 2

Either affirm or refute the responses given for questions 2–4. Identify any gaps in the responses or considerations that are not fully addressed. Remember, each explanation should be clear to a lay person with no statistical background.

Return to question 1. Assume you intend to tweet (on Twitter) the Director of Public Health’s response. Compose a 280-character tweet with a response to this question only. Remember, anyone should be able to understand the response. Do not merely cop response, but instead make revisions to improve accuracy and/or succinctness.

Include THREE academic references above 2017

NO CONSIDERATION FOR PLAGIARISM

APA FORMAT AND INDEX CITATION

PLEASE WRITE FROM PUBLIC HEALTH PERSPECTIVE

Due 8/27/22 at 10am

Pharmacy Billing and Inventory Management Question 1 (5 points) Which category of

Pharmacy Billing and Inventory Management

Question 1 (5 points)

Which category of controlled substance has no medicinal use in the United States?

Question 1 options:

A) 

C-IV

B) 

C-III

C) 

C-II

D) 

C-I

Question 2 (5 points)

Mail-order companies usually fill up to a _______ supply for certain maintenance drugs.

Question 2 options:

A) 

90-day

B) 

120-day

C) 

180-day

D) 

150-day

Question 3 (5 points)

What term refers to the portion of the prescription bill that the patient is responsible for paying?

Question 3 options:

A) 

Adjustment

B) 

Coinsurance

C) 

Copayment

D) 

Premium

Question 4 (5 points)

_______ are insurance plans that give patients more flexibility in choosing a physician compared to HMO insurance plans.

Question 4 options:

A) 

PPOs

B) 

HRAs

C) 

HSAs

D) 

PCPs

Question 5 (5 points)

What’s the correct action for a pharmacy technician to take if a patient’s claim is rejected because their insurance coverage is inactive?

Question 5 options:

A) 

Contact the patient to obtain the details of their new insurance plan.

B) 

Dispense a generic version of the medication.

C) 

Refer the case to a pharmacist.

D) 

Ask the insurance company to contact the patient.

Question 6 (5 points)

What’s one of the inventory-related job duties for which the pharmacy technician is responsible?

Question 6 options:

A) 

Reconcile patient records with the amount of medication that was dispensed.

B) 

Reconcile and balance monthly invoices each month.

C) 

Ensure that drugs that are slower to move off the shelves are ordered in concentrated dosages.

D) 

Ensure that all syrups are refrigerated.

Question 7 (5 points)

Schedule III–V drugs can be refilled up to ____ times in a six-month period.

Question 7 options:

A) 

three

B) 

four

C) 

five

D) 

six

Question 8 (5 points)

If a patient requires an early refill on medication for vacation purposes, what would the pharmacy technician do to try and have the claim approved by the patient’s insurance company?

Question 8 options:

A) 

Contact the prescribing physician and request a new prescription.

B) 

Charge the patient out-of-pocket but offer the option of a generic brand instead.

C) 

Dispense the medication and put the order through when the medication was due to be released.

D) 

Contact the insurance company and explain the situation.

Question 9 (5 points)

What form of technology is used to help keep stock levels maintained?

Question 9 options:

A) 

Self-dispensing machines

B) 

Automated dispensing machines

C) 

Automatic medication counters

D) 

Point of sale machines

Question 10 (5 points)

Pseudoephedrine was strictly regulated after it became a main ingredient in the preparation of

Question 10 options:

A) 

heroin.

B) 

methamphetamines.

C) 

LSD.

D) 

crack.

Question 11 (5 points)

The first set of numbers in a National Drug Code (NDC) number, which is assigned by the FDA, is known as the _______ code.

Question 11 options:

A) 

safety

B) 

package

C) 

labeler

D) 

product

Question 12 (5 points)

Prescribers authorized to dispense C-II drugs that decrease the effect of opiate withdrawal must have an “X” in their ______ number.

Question 12 options:

A) 

WHO

B) 

DEA

C) 

AMA

D) 

FDA

Question 13 (5 points)

Inventory technicians often use _______ methods for accurate documentation of received shipment of medications.

Question 13 options:

A) 

periodic automatic replenishment

B) 

manufacturer back-ordering

C) 

bar-code scanning

D) 

prescription inventory

Question 14 (5 points)

Which is an example of a High Alert medication?

Question 14 options:

A) 

Saline liquid

B) 

Aspirin

C) 

Heparin

D) 

Glucose infused water

Question 15 (5 points)

To which organization does a pharmacy technician submit a form to order C-IIs?

Question 15 options:

A) 

FDA

B) 

CDC

C) 

DEA

D) 

WHO

Question 16 (5 points)

The FDA is currently under the authority of the

Question 16 options:

A) 

Department of Health, Education, and Welfare.

B) 

Department of Agriculture.

C) 

Department of Health and Human Services.

D) 

Public Health Service.

Question 17 (5 points)

HMO plans typically offer _______ than PPO plans.

Question 17 options:

A) 

higher quality treatment

B) 

higher out-of-pocket cost

C) 

lower out-of-pocket cost

D) 

a less restrictive formulary

Question 18 (5 points)

What acronym is given to the type of insurance plan that partners with healthcare providers who are willing to drop their rates to bring down the cost of health insurance?

Question 18 options:

A) 

HMA

B) 

DUE

C) 

WHA

D) 

HMO

Question 19 (5 points)

Opioids, benzodiazepines, and central nervous system stimulants are considered

Question 19 options:

A) 

hallucinogens.

B) 

Schedule I drugs.

C) 

illicit drugs.

D) 

controlled substances.

Question 20 (5 points)

Along with maintaining adequate stock levels, what’s an example of another duty for which the pharmacy technician is responsible?

Question 20 options:

A) 

Offering patients counseling and advice on managing their conditions

B) 

Appropriate drug storage

C) 

Ensuring that the patient is prescribed the correct medication for the specific symptoms

D) 

Always offering the generic brand of medication first