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Financial Planning

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  1. 2016 Retirement Plans Facts

    2016 Retirement Plans Facts

    Starting at: $142.00

    As retirement plans continue to increase in variety and complexity, professionals need comprehensive — yet clear coverage of the real-world issues that arise daily in connection with both qualified and nonqualified retirement plans.

    With more than 600 retirement plans questions asked and answered, 2016 Retirement Plans Facts provides proven and practical guidance in this changing arena.  Coverage includes:

    -          401(k) Plans

    -          Defined Benefit Plans

    -          Defined Contribution Plans

    -          Distribution Rules

    -          Fiduciary Responsibilities

    -          Mergers & Acquisitions

    -          Nondiscrimination Testing

    -          Plan-Owned Life Insurance

    -          Plans for Nonprofits

    Learn More
  2. The Tools & Techniques of Employee Benefit and Retirement Planning, 14th Edition

    The Tools & Techniques of Employee Benefit and Retirement Planning, 14th Edition

    Starting at: $170.00

    The Tools & Techniques of Employee Benefit and Retirement Planning, 14th Edition, applies the trusted "Tools and Techniques" approach to this complex area, making it simple for you to confidently guide your clients through even the most complex employee benefit and retirement planning processes.

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  3. The Tools & Techniques of Estate Planning for Modern Families

    The Tools & Techniques of Estate Planning for Modern Families

    Starting at: $170.00

    The Tools & Techniques of Estate Planning for Modern Families provides insights, tools, and techniques for issues unique to modern and blended families. Estate planning for all family scenarios is included along with factors unique to modern families such as specific tax issues, premarital and relationship formalization considerations, and lifetime estate planning options.

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  4. The Advisor’s Guide to 401(k) Plans, 2014 Edition

    The Advisor’s Guide to 401(k) Plans, 2014 Edition

    Starting at: $106.00

    You get everything you need—from 401(k) Plan creation through compliance to correction—right at your fingertips.  Every retirement financial, benefits, and pension planning professional working with 401(k) Plans will benefit from the time-saving expert guidance in The Advisor’s Guide to 401(k) Plans.

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  5. 2014 Field Guide to Financial Planning

    2014 Field Guide to Financial Planning

    $60.00

    Field Guide to Financial Planning offers step-by-step solutions to hundreds of planning needs and challenges.  It is the definitive guide for agents and financial planners to identify, understand, and employ the concepts and techniques used in financial and wealth management planning.

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  6. The Social Advisor: Social Media Secrets of the Financial Industry

    The Social Advisor: Social Media Secrets of the Financial Industry

    Starting at: $24.99

    Financial Social Media expert Amy McIlwain reveals cutting-edge social media secrets that are rapidly changing the marketing landscape as we know it. Discover how the industry’s elite advisors are leveraging this new form of communication and watching their business soar.

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  7. Guide to Captives and Alternative Risk Financing

    Guide to Captives and Alternative Risk Financing

    Starting at: $98.00

    The only practical guide to captives and other alternative risk-financing techniques, this hands-on, how-to resource will give you the tools and techniques you need to decide when, where, why, and how to use captives and other alternative risk-financing techniques.

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  8. Tools & Techniques of Practice Management

    Tools & Techniques of Practice Management

    Starting at: $170.00

    Are you doing the most to maximize your profits and sustainability? Discover detailed steps necessary to effectively run your practice and achieve profitable, client-focused results. This is the industry’s first book to address an often-overlooked topic: Business of Financial Planning. In today’s increasingly competitive marketplace, fine-tuning your practice management skills is a necessity—while allowing more time to cultivate new business and focus on clients.  

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  9. The ERISA Fiduciary Compliance Guide

    The ERISA Fiduciary Compliance Guide

    Starting at: $49.95

    The ALL NEW ERISA Fiduciary Compliance Guide enables you to stay completely compliant with the new Department of Labor Regulations under §408(b)(2), significantly affecting ERISA fiduciary disclosure requirements.

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  10. The Investment Advisor’s Compliance Guide

    The Investment Advisor’s Compliance Guide

    Starting at: $96.00

    As the SEC and state securities regulators ramp up their regulatory supervision, investment advisers need to know what to do stay in compliance.Simplify complex compliance activities, save yourself worry, and avoid severe sanctions with the all new Investment Advisor’s Compliance Guide.

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