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Financial Planning

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  1. 2014 Field Guide to Estate Planning, Business Planning & Employee Benefits/Field Guide to Financial Planning – Book Combo

    2014 Field Guide to Estate Planning, Business Planning & Employee Benefits/Field Guide to Financial Planning – Book Combo

    $230.00

    Obtain both editions of 2014 Field Guide with the convenience of a single order and save $10!  The 2014 Field Guide books provide you with the concepts, techniques, analysis, illustrations and authoritative guidance used in estate, business, financial, and employee benefits planning. Numerous presentation tools and illustrations enable you to present the concepts simply and understandably to your clients.

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  2. 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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  3. 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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  4. The Tools & Techniques of Financial Planning, 10th Edition

    The Tools & Techniques of Financial Planning, 10th Edition

    Starting at: $155.00

    The Tools & Techniques of Financial Planning, 10th edition, is part of the popular Leimberg Library. It continues to provide complete coverage of the principles, processes, and practice of financial planning. This book is a must-have resource for any planner who desires a well-organized approach for explaining financial planning strategies to clients and is concerned with the suitability of the products offered.

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  5. Tools & Techniques of Practice Management

    Tools & Techniques of Practice Management

    Starting at: $155.00

    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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  6. The Tools & Techniques of Employee Benefit and Retirement Planning, 13th Edition

    The Tools & Techniques of Employee Benefit and Retirement Planning, 13th Edition

    Starting at: $155.00

    Written by experts Stephan Leimberg and John McFadden, The Tools & Techniques of Employee Benefit and Retirement Planning, 13th 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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  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. 2014 Tax Facts on Insurance & Employee Benefits/2014 Tax Facts on Investments – Book Combo

    2014 Tax Facts on Insurance & Employee Benefits/2014 Tax Facts on Investments – Book Combo

    $230.00

    Obtain both editions of 2014 Tax Facts with the convenience of a single order and save $10!  The 2014 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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  9. 2014 Tax Facts on Investments

    2014 Tax Facts on Investments

    Starting at: $120.00

    2014 Tax Facts on Investments, by Robert Bloink and William Byrnes, serves as an easy-to-use, single source for authoritative answers to investment-related tax questions.  Organized in a convenient Q&A format that speeds you to the information you need, the book provides completely current coverage of the tax aspects of:

    • mutual funds
    • stock options
    • futures
    • real estate
    • stocks
    • bonds
    • and much more

    Every question and answer in 2014 Tax Facts on Investments has been reviewed, edited, simplified, and revised to make sure that the information you receive is clear, accurate, and useful.  And this completely updated edition features more questions and answers than ever before.

    For more details—including what’s been updated in this edition—just click theProduct Description and Table of Contents tabs below.

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  10. The Advisor’s Guide to Nonqualified Deferred Compensation, 2014 Edition

    The Advisor’s Guide to Nonqualified Deferred Compensation, 2014 Edition

    Starting at: $106.00

    The Advisor’s Guide to Nonqualified Deferred Compensation, 2014 Edition, is a comprehensive, but user-friendly resource that makes it easier than ever to create plans and maintain compliance in this highly regulated and increasingly complex area. It is the one source that fully cited to all relevant authorities, including the IRC, the ASC, and key case law.

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