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The Tools & Techniques of Employee
Benefit & Retirement Planning
This is the most extensive, up-to-date
guide on employee benefit and retirement planning available. Tools
and Techniques of Employee Benefit & Retirement Planning covers
practical and technical information on more than 50 employee benefits
for current and retired employees. Find detailed information on plan
design features, plan tax implications, what each type of plan involves,
and where plans should be used. |
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see suggested reading supplement
Benefit Facts 2005 |
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The Tools & Techniques of Estate
Planning
Estate planning is complex – no two
problems can be solved with the same answer. This comprehensive book
provides you with all the tools and techniques you need to gain a
practical, working knowledge of estate planning to help you give your
clients the best financial security. Raise your proficiency in
resourceful estate planning including acquisition, preservation and
distribution. And reap the rewards that follow as you accomplish your
client's tax and non-tax objectives. |
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click here for instructor materials |
see suggested reading supplement
Tax Facts on Investments |
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The Tools & Techniques of Risk
Management & Insurance
This comprehensive book provides the tools
and techniques needed to assess, quantify, and address the risks that
all businesses face. It explains the framework of the risk management
process, including a discussion of the latest thinking on Enterprise
Risk Management. It then discusses the tools that may be used to address
business exposures. |
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click here for instructor materials |
see suggested reading supplement
Business at Risk |
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The Tools & Techniques of Financial
Planning
Retirement planning has been reformed.
There are plenty of new education funding incentives. And estate repeal
is on the horizon. Count on The Tools & Techniques of Financial
Planning, 7th Edition for the latest changes into today’s planning
strategies. |
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click here for instructor materials |
see suggested reading supplement
Financial Planning for the Older Client |
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The Tools and Techniques of
Life Insurance Planning
This comprehensive guide makes it easier
than ever to convince your clients of the benefits of life insurance and
keep them coming back. The 3rd Edition of The Tools and Techniques of
Life Insurance Planning helps planners match clients with the life
insurance products that meet their financial objectives, create wealth,
and provide tax advantages. |
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click here for instructor materials |
see suggested reading supplement
Tax Facts On Insurance & Employee Benfits |
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instructor materials |
The Tools and Techniques of Charitable
Planning
Reap the rewards of the lucrative
charitable planning market with this must-have planning resource.
Harvest a new understanding of: why people give to charities; the
features and benefits of many charitable giving plans; and the
legislation that governs charitable giving. |
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Risk Management for
Financial Planners
Risk Management for Financial Planners
has been written to provide students with the most comprehensive
information available as relates to the CFP® Certification
Examination. In combination with the Tools & Techniques of Life
Insurance Planning, 100% of the CFP® Certification Examination Topics
List is covered, bringing the most thorough and complete coverage of
risk management and insurance to the classroom to date. For
professors, Risk Management for Financial Planners provides all the
classroom aides and materials you need—including an Instructor
Manual, Test Bank, PowerPoint Slides, Correlation Table, and much
more.
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The Tools and Techniques of Investment
Planning
The challenging topic of investment planning is tackled in a way
that allows students to turn information into real-world
intelligence. A host of formulas and numbers equip students
better than any other book on the market to construct sound investment
strategies. They will learn both the "why" and the
"how" of investment planning as well as the latest on: asset
pricing models, American depository receipts, commodity and single
stock futures, modern portfolio theory, hedging, and much more.
For professors, Tools & Techniques of Investment Planning
provides all the classroom aides and materials you need--including an
instructor manual, test bank, table of contents and correlation table.
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The Tools and Techniques of Income Tax
Planning
This book breaks down complex tax rules into key components with
examples and information, explaining them with attention to accuracy
and detail. Students will learn the latest trends in capital
gains, entity choice and retirement planning and find the
tools--deductions, tax compliance, accounting methods--and
techniques--conversion of income, stock option planning, and
charitable planning -- for successful income tax planning. It
includes the latest on: tax compliance, sole proprietorships, stock
option planning, passive activity and at-risk rules and charitable
contributions and deductions. For professors, Tools &
Techniques of Income Tax Planning provides classroom aides such
as: an instructor manual, outline, synopsis, objectives, PowerPoint
presentation, test bank and correlation table.
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The Tools and Techniques
of Practice Management
The first and only textbook to address an often-overlooked aspect of the educational process: The Business of Financial Planning. In today’s increasingly competitive marketplace, students must hone their practice management skills to survive and prosper. They are graduating with massive amounts of information. This book helps them convert that information into a successful career. Written by David J. Drucker, MBA, CFP®, and Joel P. Bruckenstein, CFP®, CFS, CMFC, two of the financial planning industry’s preeminent experts in the field of practice management and technology, this text supplies the necessary tools and techniques to run a successful financial planning business today, and prepares students for the challenges of the 21st century practice.
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