Your Shopping cart is empty.

Shipping notice:

Online orders placed after 2:00PM ET on Friday, May 27, 2016, will be processed on Tuesday, May 31, 2016. 

Financial Planning

Items 1 to 10 of 42 total

per page
Page:
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5

List  Grid 

Set Descending Direction
  1. Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists, 2nd Edition

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

    $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.

    Learn More
  2. The Tools & Techniques of Financial Planning, 11th Edition

    The Tools & Techniques of Financial Planning, 11th Edition

    Starting at: $170.00

    The Tools & Techniques of Financial Planning, 11th 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.

    Learn More
  3. The Advisor’s Guide to Annuities, 4th Edition/The Advisor’s Guide to Long-Term Care, 2nd Edition COMBO

    The Advisor’s Guide to Annuities, 4th Edition/The Advisor’s Guide to Long-Term Care, 2nd Edition COMBO

    $106.00

    During the month of July, obtain BOTH The Advisor’s Guide to Annuities, 4th Edition and The Advisor’s Guide to Long-Term Care, 2nd Edition for just $106 – a 50% discount.  The Advisor’s Guide to Annuities enables you to keep pace with the many rules, regulations, and standards governing annuities.  And The Advisor’s Guide to Long-Term Care helps you start the long-term care conversation with your clients, recommend the right long-term care insurance solution, and close the sale.

    Learn More
  4. 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.

    Learn More
  5. 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
  6. The Advisor’s Guide to 401(k) Plans, 2014 Edition/The Advisor’s Guide to Nonqualified Deferred Compensation, 2014 Edition

    The Advisor’s Guide to 401(k) Plans, 2014 Edition/The Advisor’s Guide to Nonqualified Deferred Compensation, 2014 Edition

    $106.00

    During the month of October, obtain BOTH The Advisor’s Guide to 401(k) Plans, 2014 Edition and The Advisor’s Guide to Nonqualified Deferred Compensation, 2014 Edition for just $106 – a 50% discount. With The Advisor’s Guide to 401(k) Plans, you’ll be able to confidently advise clients on all aspects of 401(k) Plans.    And The Advisor’s Guide to Nonqualified Deferred Compensation, makes it easier than ever to create Nonqualified Deferred Compensation Plans and maintain compliance in this highly regulated and increasingly complex area. 

    Learn More
  7. 2016 Social Security & Medicare Facts

    2016 Social Security & Medicare Facts

    $156.00

    The constantly changing regulatory and legislative environment, coupled with millions of Baby Boomers reaching retirement age, means that retirement planning needs have increased dramatically and retirement planning has become even more complex.  And Social Security and Medicare are important components of a retirement plan. 

    The greatly enhanced 2016 Social Security & Medicare Facts will help you easily facilitate many important retirement planning decisions for your clients and guide them to the appropriate retirement strategies.

    Learn More
  8. 2016 Tax Facts on Investments

    2016 Tax Facts on Investments

    $142.00

    2016 Tax Facts on Investments provides clear, concise answers to often complex tax questions concerning investments.  Pertinent planning points are provided throughout.

    Learn More
  9. 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.

    Learn More
  10. 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.

    Learn More

Items 1 to 10 of 42 total

per page
Page:
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5

List  Grid 

Set Descending Direction