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THE TOOLS & TECHNIQUES OF FINANCIAL PLANNING (TOOLS AND By Stephan R. Leimberg
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- Compralo SubitoTHE TOOLS & TECHNIQUES OF FINANCIAL PLANNING (TOOLS AND By Stephan R. Leimberg
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Numero oggetto eBay:187626679877
Specifiche dell'oggetto
- Condizione
- ISBN-10
- 1945424427
- Book Title
- The Tools & Techniques of Financial Planning (Tools and
- ISBN
- 9781945424427
Informazioni su questo prodotto
Product Identifiers
Publisher
National Underwriter Company
ISBN-10
1945424427
ISBN-13
9781945424427
eBay Product ID (ePID)
13038701100
Product Key Features
Number of Pages
638 Pages
Publication Name
Tools and Techniques of Financial Planning, 12th Edition
Language
English
Publication Year
2017
Subject
Corporate, Mergers & Acquisitions, Antitrust
Type
Textbook
Subject Area
Law
Format
Trade Paperback
Additional Product Features
Edition Number
12
Intended Audience
Scholarly & Professional
TitleLeading
The
Synopsis
Part of the popular Tools & Techniques Series and Leimberg Library, the 12th Edition of The Tools & Techniques of Financial Planning continues to cover the core components of financial planning, as well as income tax planning, risk management, insurance planning, and legal issues that are important to financial planners. Presenting the complete principles, processes, and practice of financial planning, this must-have resource offers planners a well-organized approach for explaining financial planning strategies to clients while also ensuring the suitability of products being offered. In addition to providing helpful charts, handy checklists, and insightful case studies, The Tools & Techniques of Financial Planning, 12th Edition, features: - Client-oriented materials that place the emphasis on the planner's relationship with the client - Technologies that can be used to assess--and work with--the client's individual financial goals and behavioral characteristics - In-depth coverage of issues that can affect a client's financial goals, such as healthcare reform, long-term care planning, and tax law changes - Planning techniques for clients with special needs and circumstances, such as aging, disability issues, elder care scenarios, and nontraditional relationships. - Highlights of the 12th Edition - A new chapter on wills and trusts--covering the basics of both types of instruments for financial planners, who are not lawyers, yet need to know the essentials of how both types of tools are designed and put into practice - A new chapter on selecting the right fiduciaries--explaining the roles played by attorneys, trustees, accountants, and other professionals who help to make up the client's planning team - Newly updated tax information--providing the latest rates and planning strategies for long-term financial planning goals, including major purchases, education, and retirement funding - Content throughout that is more tightly connected to the CFP Boar's Principal Topics and ethical requirements for CFPs
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Feedback sul venditore (309.865)
- 8***g (253)- Feedback lasciato dall'acquirente.Ultimi 6 mesiAcquisto verificatoA smooth and professional transaction throughout. The item was exactly as described, clearly listed, and fairly priced. Communication from the seller was prompt, polite, and helpful, with dispatch confirmed quickly. The parcel was securely packaged and arrived in excellent condition, ahead of the expected delivery date. Care was taken at every stage of the process. I would be happy to buy from this seller again—many thanks for a reliable and well-handled sale.FINLAND AND EUROPE: INTERNATIONAL CRISES IN THE PERIOD OF By Juhani Paasivirta (N° 335694307643)
- 0***t (10)- Feedback lasciato dall'acquirente.Mese scorsoAcquisto verificatoItem was exactly as described and packaged to protect it. Seller’s pricing was spot on and when I received it, it was in good condition. Seller actually messaged me when they shipped it (I really appreciated that). Overall I’m happy doing business with them!
- t***s (45)- Feedback lasciato dall'acquirente.Ultimi 6 mesiAcquisto verificatoThe Item itself I rate five stars. The seller, however, I stop at four stars. The seller met two out of three categories I look for when judging my purchasing experience: how well it was packaged, how quickly it was shipped, and how properly it was described; this seller provided prompt shipping and an accurate description, but failed when it came to packaging. The item arrived in a plastic bag without any reinforcement or protection whatsoever and suffered dinged corners on multiple fronts.