Week 6 Study Schedule

Week 6	Assignment	Supplemental Study Material (if purchased)
Monday	Answer Case Questions Financial Planning Insurance Planning Employee Benefits	Read Essential Keys Financial Planning (Topics 1 – 14) Insurance Planning (Topics 15 – 26) Employee Benefits (Topics 27 – 33)
Tuesday	Answer Case Questions Investment Planning Income Tax Planning	Read Essential Keys Investment Planning (Topics 34 – 43) Income Tax Planning (Topics 44 – 58)
Wednesday	Answer Cases Questions Retirement Planning (Topics 59-67) Estate Tax Planning (Topics 68-89)	Read Essential Keys Retirement Planning (Topics 59 – 67) Estate Tax Planning (Topics 68 – 89)
Thursday	Review your weakest areas Topics 1-89 Answer Comprehensive Cases William and Mary Sparks Case Ann Lytle Case James and Anne Beals Case Richard and Gloria Mocsin Case Flip through flashcards	Flip through flashcards Financial Planning Insurance Planning Investment Planning Income Tax Planning Retirement Planning Estate Planning
Friday	Review your weakest areas Topics 1-89 Answer Published Case Scenarios Matthews Case Kincaid Case Clarke Case 2004 Released Case Scenario
Saturday	Answer Practice Exam Questions at the end of the Case Studies Book Questions 1 - 102	Flip through flashcards Financial Planning Insurance Planning Investment Planning Income Tax Planning Retirement Planning Estate Planning