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Financial Planning

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  1. The Tools & Techniques of Financial Planning, 11th Edition

    The Tools & Techniques of Financial Planning, 11th Edition

    Starting at: $175.00

    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.

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  2. The Tools & Techniques of Trust Planning

    The Tools & Techniques of Trust Planning

    $175.00

    In contrast to academic trust publications that focus on the ramifications of various trust terms and deep case law analysis, this new resource provides a refreshing alternative in the form of a succinctly written collection of chapters on trending topics in trust planning. 

    Written and edited by these renowned experts in the trust planning field, The Tools & Techniques of Trust Planning is the authoritative but easy-to-follow resource you can rely on:

    Author: Stephan R. Leimberg

    Executive Editors: Jonathan E. Gopman and Michael Sneeringer

    Contributing Editors: Mary Elizabeth Anderson; Anna Els; L. Paul Hood, Jr.; Lester Law; Larry Rivkin; Yoshimi O. Smith and Mary E. Vandenack Learn More

  3. 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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  4. The Comprehensive Financial Planning Bundle: The Process and The Case Approach

    The Comprehensive Financial Planning Bundle: The Process and The Case Approach

    $235.00

    Together, these texts offer the benefit of discovering the practical processes of building a financial planning practice with a real-world demonstration of these concepts in practice; resulting in an individual thoroughly prepared to make the transition into the financial planning arena.

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  5. 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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  6. 2017 Tax Facts on Insurance & Employee Benefits/2017 Tax Facts on Investments – Book Combo

    2017 Tax Facts on Insurance & Employee Benefits/2017 Tax Facts on Investments – Book Combo

    $270.00

    Obtain 2017 Tax Facts on Insurance & Employee Benefits and 2017 Tax Facts on Investments with the convenience of a single order and save $34!  The 2017 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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  7. 2017 Tax Facts on Insurance & Employee Benefits/2017 Tax Facts on Investments/2017 Tax Facts on Individuals & Small Business – TRIPLE Book Combo

    2017 Tax Facts on Insurance & Employee Benefits/2017 Tax Facts on Investments/2017 Tax Facts on Individuals & Small Business – TRIPLE Book Combo

    $309.00

    Obtain the three Tax Facts Editions: 2017 Tax Facts on Insurance & Employee Benefits, 2017 Tax Facts on Investments, and 2017 Tax Facts on Individuals & Small Business with the convenience of a single order and a savings of $147!  The 2017 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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  8. 2017 Tax Facts on Investments

    2017 Tax Facts on Investments

    $152.00

    2017 Tax Facts on Investments provides clear, concise answers to often complex tax questions concerning investments.  Pertinent planning points are provided throughout.

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  9. 2017 Social Security & Medicare Facts

    2017 Social Security & Medicare Facts

    $162.00

    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 2017 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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  10. The Tools & Techniques of Estate Planning for Modern Families, 2nd Edition

    The Tools & Techniques of Estate Planning for Modern Families, 2nd Edition

    $175.00

    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.

    Written and edited by these renowned experts in the estate planning field, The Tools & Techniques of Estate Planning for Modern Families is the authoritative but practical resource you can rely on:

    Author: Stephan R. Leimberg

    Executive Editors: Wendy S. Goffe and Kim Kamin

    Contributing Editors: Leigh-Alexandra Basha; Bobbi J. Bierhals; Kristine S. Knaplund; Nicole K. Mann; Larry Rivkin; Michael Rosen-Prinz and Deborah J. Tedford.

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