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Jenny and Andrew's Excellent Adventure: Aamara Max's Out the Credit Cards
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Reference: IVEY-9B16N039-E
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Year: 2016
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Number of pages: 11
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Geographic Setting: Canada
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Publication Date: Aug 25, 2016
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Fecha de edición: Oct 1, 2021
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Source: Ivey Business School (Canada)
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Type of Document: Case
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Industry Setting: Finance and Insurance
Description
The High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover all seven topics covered in the list of “common-cents” strategies.
Learning Objective
The case entitled “Aamara Maxes Out the Credit Cards” specifically addresses item 5 on the list of common-cents strategies: minimize fees and taxes.