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Financial Planning

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  1. 2016 Tax Facts on Insurance & Employee Benefits/2016 Tax Facts on Investments/2016 Tax Facts on Individuals & Small Business – TRIPLE Book Combo

    2016 Tax Facts on Insurance & Employee Benefits/2016 Tax Facts on Investments/2016 Tax Facts on Individuals & Small Business – TRIPLE Book Combo

    $297.00

    Obtain the three Tax Facts Editions: 2016 Tax Facts on Insurance & Employee Benefits, 2016 Tax Facts on Investments, and 2016 Tax Facts on Individuals & Small Business with the convenience of a single order and a savings of $129!  The 2016 editions are filled with updated, authoritative, and clear answers to critical tax questions covering insurance, employee benefits, investments, business formation/choice of entity, individual income taxation and much more!  Pertinent planning points are provided throughout.

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  2. 2016 Tax Facts on Individuals & Small Business

    2016 Tax Facts on Individuals & Small Business

    $142.00

    Tax Facts on Individuals & Small Business focuses exclusively on what individuals and small businesses need to know to maximize opportunities under today’s often complex tax rules.  It is the essential tax reference for financial advisors, & planners; insurance professionals; CPAs; attorneys; and other practitioners advising small businesses and individuals.

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  3. 2016 Tax Facts on Insurance & Employee Benefits/2016 Tax Facts on Investments – Book Combo

    2016 Tax Facts on Insurance & Employee Benefits/2016 Tax Facts on Investments – Book Combo

    $254.00

    Obtain 2016 Tax Facts on Insurance & Employee Benefits and 2016 Tax Facts on Investments with the convenience of a single order and save $30!  The 2016 editions are filled with updated, authoritative, and clear answers to critical tax questions covering insurance, employee benefits, and investments. Pertinent planning points are provided throughout.

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  4. 2016 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits

    2016 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits

    $142.00

    2016 Field Guide is the resource no agent, producer, manager, or financial planner should go without.  It supplies the concepts, techniques, analysis, illustrations and authoritative guidance used in estate planning, retirement planning, business planning and employee benefits planning.  

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  5. 2016 Social Security & Medicare Kit

    2016 Social Security & Medicare Kit

    $172.00

    Today, retirement and financial planning professionals, attorneys, and CPAs all need a single authoritative, easy-to-use resource to help guide decisions related to Social Security and Medicare. The 2016 Social Security & Medicare Kit is that resource.

    The 2016 Social Security & Medicare Kit consists of the 2016 Social Security & Medicare Facts book–the essential Social Security & Medicare reference that enables you to easily answer your clients’ retirement planning questions –and the 2016 Social Security and Medicare Planners. These pocket planners are time-saving, practice-tested tools, enabling you to educate and motivate your clients.

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  6. The Advisor’s Guide to the DOL Fiduciary Rule

    The Advisor’s Guide to the DOL Fiduciary Rule

    $139.00

    In April of 2016, the U.S. Department of Labor (DOL) released its final rule that greatly expands the DOL’s definition of “fiduciary” to apply to a broad range of advisors and broker-dealers who work with retirement related accounts. With many advisors currently operating under a suitability standard, broad imposition of the much stricter fiduciary standard of conduct will be a major change that will be felt by nearly the entire financial services industry. Even advisors who currently meet the fiduciary standard will face new documentation and operational requirements.

    The Advisor’s Guide to the DOL Fiduciary Rule is the premier resource guiding advisors, planners, agents, producers, attorneys and other professionals through the new requirements established by the DOL’s significant new rule. Written by one of the most highly respected legal experts in the field, this Guide delivers a powerful combination of expert explanations and legal analysis along with vital Q&As that provide reliable, direct answers to vital questions before they arise.

    And for a limited time you can take advantage of special pre-publication pricing. Obtain The Advisor’s Guide to the DOL Fiduciary Rule for $139.00, instead of $169.00. Offer expires on 9-1-2016.

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  7. The Tools & Techniques of Income Tax Planning, 5th Edition

    The Tools & Techniques of Income Tax Planning, 5th Edition

    Starting at: $170.00

    This single-volume reference takes you through all the income tax topics your clients may encounter, no matter where they originate, providing easy-to-understand, practical guidance for situations that are often confusing.

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  8. Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists, 2nd Edition

    Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists, 2nd Edition

    Starting at: $82.00

    With the newly revised 2nd Edition, Facilitating Financial Health remains a one-of-a-kind publication that bridges the gap between financial planners and mental health practitioners.  The authors, two mental health professionals and a CFP®-designated financial planner, pioneered the use of tools that help clients build healthy relationships with money.

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  9. The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Third Edition

    The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Third Edition

    $135.00

    The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Third Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed.

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  10. 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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