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Financial Planning

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  1. The Tools & Techniques of Charitable Planning, 3rd Edition

    The Tools & Techniques of Charitable Planning, 3rd Edition

    $165.00

    This single-volume provides instant access to all of the vital information absolutely necessary for guiding each client through their important charitable planning decisions.

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  2. The Advisor’s Guide to Long-Term Care, 2nd Edition

    The Advisor’s Guide to Long-Term Care, 2nd Edition

    Starting at: $106.00

    We are entering a new area in which those with the means will need to rely on their own financial planning for their future security.  This includes many, if not most, of your clients

    The Advisor’s Guide to Long-Term Care, 2nd Edition is literally guaranteed to make you better able to understand and address the long-term care insurance needs of your clients.

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  3. Tax Facts on Individuals & Small Business

    Tax Facts on Individuals & Small Business

    Starting at: $120.00

    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. 

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  4. 2014 Social Security & Medicare Facts

    2014 Social Security & Medicare Facts

    Starting at: $120.00

    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. 

    2014 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.

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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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Items 11 to 20 of 40 total

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