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From “ Engaging In The Legacy Dialogue ,” page 18 1 . What are some of the emotional priorities you ’ ll likely have for estate planning ? A . Tax minimization B . Blunting the impact of sudden wealth on heirs C . The creation of scholarships D . None of the above
2 . What does author Kris Arnzen recommend asking clients about legacy ? A . How do you want to be remembered ? B . How do you want to pass on wisdom ? C . Do you want to leave a societal legacy ? D . All of the above
From “ Making A Strong Giving Statement ,” page 21
3 . What are some of the author ’ s tips for a mission statement ? A . Give yourself and your organization some time to develop it . B . Home in on a precise and specific mission immediately . C . Don ’ t shift focus . D . None of the above
4 . Why should you revisit your mission statement ? A . You will likely go from broad to specific over time . B . The children will gradually be involved . C . You ’ ll learn more specific ways you can help . D . All of the above
From “ Married … With Finances ,” page 30
5 . What has happened to the percentage of women who are sole or primary breadwinners in mixed-gender marriages , according to the Pew Research Center ? A . It has tripled over the past 50 years to 16 % B . It has doubled over the past 50 years to 16 % C . It has doubled over the past 50 years to 29 % D . It has tripled over the past 30 years to 29 %
6 . When first meeting couples who are potential clients , be especially attentive to ____. A . How each partner dresses B . Body language cues , which may speak louder than words C . Which partner dominates the conversation D . The weather , which can affect moods
From “ Innovations On The Income Puzzle ,” page 37 7 . Antwone Harris solved his client ’ s problem of funding her retirement by doing which of the following things ? A . Taking her pension in a lump sum and investing it B . Using covered calls to generate income C . Delaying Social Security benefits until she is 70 years old D . All of the above
8 . Antwone Harris ’ s client wanted extra income in retirement to : A . Take trips with her grandchildren B . Pay for her children ’ s education C . Pay off debts D . Invest in luxury jewelry
From “ Finding Gems In The Trash Heap ,” page 48
9 . The Pzena Emerging Markets Value Fund focuses on a company ’ s value according to its ____. A . Normalized earnings B . P / E ratios C . Liquidation value D . None of the above
10 . Last year , the Pzena Emerging Markets Value Fund ____ while its category lost 21 %. A . Saw an 8 % positive return B . Saw a 3 % positive return C . Lost 5.7 % D . Lost 3 %
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Financial Advisor ( ISSN 1545-0163 , USPS 021-488 ) is published monthly by Charter Financial Publishing Network Inc ., 149 Avenue at the Commons • Suite 201 , Shrewsbury , NJ 07702 . Periodicals postage paid at Red Bank , NJ and additional mailing offices . Subscription Rates : $ 79 per year . Postmaster : Send all address changes to Charter Financial Publishing Network Inc ., P . O . Box 7550 , Shrewsbury , NJ 07702 . Copyright 2023 by Charter Financial Publishing Network Inc . Reproduction , photocopying or incorporation into any information-retrieval system for external or internal use is prohibited unless permission is obtained beforehand from the publisher in each case for a specific article . The subscription fee entitles the subscriber to one original copy only . Unauthorized copying is considered theft . September 2023 Financial Advisor ( Volume 24 , Number 7 )
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