3 Different Memo’s
You are a financial advisor specializing in young professionals. You have been ask to help Max and Martha make a buy or lease decision. Please write a memo to Max and Martha explaining the pros and cons of buying or leasing a vehicle and then give them your recommendation.
Requirements:
200+ words
Memo Format:
Heading: single spaced
Your Name
Their Name
Date
Re:
Block paragraph ( no indent, single space between lines, double spaced between paragraphs )
1 – 4 sentence paragraphs. 2-3 sentences is best.
Font: 12pt, Times New Roman or some other professional font.
Instructions FOR THE SECOND MEMO
Again in you role as financial advisor to young professionals, write Tom a memo advising him how to establish credit. Use the information you’ve learned from the chapter 6 readings and watching the assigned video.
200+ words ( it will probably be more, but no more than a page )
Memo Format:
Heading: single spaced
Your Name
Their Name
Date
Re:
Block paragraph ( no indent, single space between lines, double spaced between paragraphs )
1 – 4 sentence paragraphs. 2-3 sentences is best.
Font: 12pt, Times New Roman or some other professional font.
Memo format
Instructions FOR THE THIRD MEMO
Type of Life Insurance to Buy
Directions:
You are a financial advisor. You are advising a couple, Bob and Barbara Jones, both in their mid-thirties, on the purchase of life insurance.Bob and Barbara take home approximately $100,000/yr, they have 2 children under the age of five and they have a $250,000 mortgage.How much life insurance do they need? What type of insurance should they get?
Make sure you give the pros and cons of each type of insurance.
Requirements:
Memo Format 1. Heading -To:From:Date:Re:2. Block Paragraphs, Single space within paragraphs, double space between paragraphs3. 12 point type, Times New Roman
