Professional Students

Tools & Techniques Series –
Not your average textbooks

From the classroom to the boardroom, the most trusted references of thousands of top financial planning professionals

Every student should be prepared to address the emerging need for retirement income planning that satisfies perceived and actual client security-based on psychological and behavioral finance issues unique to today's retirees.

Specialized practitioners will understand defining/reducing risk, stochastic modeling, and income planning research, as well as future trends facing Baby Boomer retirement-just to name a few.

You've helped clients accumulate wealth for retirement. Now what?

• Income risk management-withdrawals, allocation & modeling

• Insured solutions-annuities, life insurance & living benefits

• Tax Considerations-vehicles, planning, rollovers & distributions

• Investment strategies-bonds, reverse mortgages & combination investments

• Forensic Accounting. Related financial concepts and much more

The Retirement Model is All-New. Ensure that your students have the Tools & Techniques to excel among the financial services discipline dedicated to bridging the gap between wealth preservation and the strategies for extended income needs during retirement. Among the curriculum, leading practitioners prepare students to compare and contrast critical decisions facing today's retirees and the pending Baby Boomers who will reportedly compose 20% of the total U.S. population by 2030.

RECOMMENDED SUPPLEMENTAL READING:
2007 Field Guide to Financial Planning
Take It to the Next Level: Life Insurance Solutions for Financial & Retirement Planning
The Annuity Advisor
The Annuity Handbook, 4^th Edition
The Variable Annuity Handbook, 2^nd Edition
Garrett’s Guide to Financial Planning
Tax Facts Ultimate IRA Resource
The Cutting Edge in Financial Services
RainMaker: Strategic Partnering with Attorneys and Accountants to Create a Pipeline of New Affluent Clients