Ask Business Management Expert

You are Midas Investment Services' specialist in estate planning. You give talks to various groups during the year about estate planning. You ask nonprofit groups (churches, etc.) just to reimburse your expenses; you charge for-profit groups a fee plus expenses. These fees augment your income nicely, and the talks also are marvelous exposure for you and your company. Every February for the past five years, Gardner Manufacturing Company has hired you to conduct an eight-hour workshop (two hours every Monday night for four weeks) on retirement and estate planning for its employees who are over 60 or who are thinking of taking early retirement. These workshops are popular and have gen-erated clients for your company. The session last Febru-ary went smoothly, as you have come to expect. Today, out of the blue, you got a letter from Hope Goldberger, director of employee benefits at Gardner, asking you to conduct the workshops every Tuesday evening next month at your usual fee. She didn't say whether this is an extra series or whether this will replace next February's series. You can't do it. Your spouse is giving an invited paper at an international conference in Paris next month, and the two of you are taking your children, ages 13 and 9, on a three-week trip to Europe. (You've made arrangements with school authorities to have the kids miss three weeks of classes.) You've been looking forward to and planning the trip for eight months. Unfortunately, Midas Investment Services is a small group, and the only other person who knows anything about estate planning is a terrible speaker. You could suggest a friend at another financial management company, but you don't want Gardner to turn to someone else permanently; you enjoy doing the workshops and find them a good way to get leads. Write the letter to Ms. Goldberger.

Helpful Hint:

On this one, you'll want to put the emphasis on alternatives (suggest alternates dates when you will be available).  Note that you're keeping the usual dates in February open for the reader and ask if you'll be needed (you're not sure whether the set of workshops the reader has offered is in addition to the usual series in February or replacements for it).  Your experience with this client's employees and benefits structure is a reader benefit for rescheduling.

Business Management, Management Studies

  • Category:- Business Management
  • Reference No.:- M91839449
  • Price:- $20

Priced at Now at $20, Verified Solution

Have any Question?


Related Questions in Business Management

Name a company that addressed a recent ethical problem in a

Name a company that addressed a recent ethical problem in a positive way. Also, explain how or if this positively affects us as a community?

When it is appropriate to use the trade-off process what

When it is appropriate to use the trade-off process. What conditions apply, and the technical evaluation criteria that might be used?

Need help with a essay with the following phrase for

Need help with a essay with the following phrase for analyzing : " Capitalism is at the heart of how people and organisations are managed in contemporary society" May i ask for a better explanation of the question? Also ...

How could these three tenets of the auburn creed be used to

How could these three tenets of the Auburn Creed be used to motivate others: "I believe that this is a practical word and that I can count only on what I earn. Therefore, I believe in work, hard work." "I believe in educ ...

How can these two tenets of the auburn creed by used in

How can these two tenets of the Auburn Creed by used in addressing teamwork issues: "I believe in honesty and truthfulness, without which I cannot win the respect and confidence of my fellow men." "I believe in the human ...

Discuss the advantages of having and interacting in a

Discuss the advantages of having and interacting in a diverse workplace. Consider the wide range of ideas and perspectives that a range of team members bring to a team, that are of differing ages, ethnic backgrounds and ...

Parmigiano-reggiano global recognition of geographical

Parmigiano-Reggiano: Global Recognition of Geographical Indications What historical factors have helped support the consortium's claims for the geographic specificity of Parmigiano-Reggiano and Parmesan? What are the eco ...

Communication planthis communication plan will be a roadmap

Communication Plan This communication plan will be a roadmap on how the new division will best be able to communicate with Biotech's corporate headquarters, suppliers, other divisions, and internally. This should lay out ...

Discuss strategies to obtain feedback from a customer and

Discuss strategies to obtain feedback from a customer and clients when working in sales.

Describe different networking methods and the advantages

Describe different networking methods and the advantages and disadvantages of them?

  • 4,153,160 Questions Asked
  • 13,132 Experts
  • 2,558,936 Questions Answered

Ask Experts for help!!

Looking for Assignment Help?

Start excelling in your Courses, Get help with Assignment

Write us your full requirement for evaluation and you will receive response within 20 minutes turnaround time.

Ask Now Help with Problems, Get a Best Answer

Why might a bank avoid the use of interest rate swaps even

Why might a bank avoid the use of interest rate swaps, even when the institution is exposed to significant interest rate

Describe the difference between zero coupon bonds and

Describe the difference between zero coupon bonds and coupon bonds. Under what conditions will a coupon bond sell at a p

Compute the present value of an annuity of 880 per year

Compute the present value of an annuity of $ 880 per year for 16 years, given a discount rate of 6 percent per annum. As

Compute the present value of an 1150 payment made in ten

Compute the present value of an $1,150 payment made in ten years when the discount rate is 12 percent. (Do not round int

Compute the present value of an annuity of 699 per year

Compute the present value of an annuity of $ 699 per year for 19 years, given a discount rate of 6 percent per annum. As