1. PERSONAL FINANCE 101 brought to you by 2. Retirement AccumulationEstate Income 3. STRONG TO THE FINISHhttp://www.wealthbar.com/plans/start 4. CAPITAL PRESERVATIONhttp://www.wealthbar.com/plans/start…
Slide 1 Oxcel, Part of the Solution Colin Cheng Thomas Saleh Marko Tvrtkovic Beatrice Yeung Slide 2 Agenda IntroductionProblem StatementSituational AnalysisCriteria DefinitionAlternativesRecommendationConclusionQuestions…