This case examines retirement and pension-related choices from a financial perspective, using the example of a university professor, Dr. Carl Pettigrew. Dr. Pettigrew has a complete pension plan through his company, but needs to take into consideration his duties to his ex-spouse and his existing life insurance policy.
Due to all of the various elements under consideration, the case represents a moderately complex situation for the pension holder. Pupils are asked to take the function of a financial coordinator, to aid Dr. Pettigrew work through all of the factors he needs to take into account and make the best choice about when and how to retire. Author Norma Nielson is affiliated with University of Calgary.
Professor Pettigrew's Retirement Decision Case Study Solution
PUBLICATION DATE: April 22, 2013 PRODUCT #: W13148-HCB-ENG
This is just an excerpt. This case is about FINANCE & ACCOUNTING
