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a. Establishing Return Requirements

     (1) Lifestyle Security

     (2) Retirement

     (3) Education Planning

          (a) Tax Advantages

               (i) Planning for Beneficiaries Inter Vivos

               (ii) Inter Vivos Asset Transfer

          (b) Time Horizon

          (c) Understanding the Needs of Clients’ Children

          (d) Current Generation

          (e) Next Generations

          (f) Impact on Financial Aid

          (g) Education Funding Alternatives

     (4) Support of Family Members

b. Bequest Motives Risk Tolerance

     (1) Ability

     (2) Willingness

c. Factors Affecting Objectives

d. Creating Client Risk Profile

     (1) Monte Carlo Simulation

     (2) Questionnaires

     (3) Personality Typing