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Financial Planning

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  1. 2017 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits

    2017 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits

    $152.00

    2017 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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  2. 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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  3. 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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  4. The Tools & Techniques of Employee Benefit and Retirement Planning, 15th Edition

    The Tools & Techniques of Employee Benefit and Retirement Planning, 15th Edition

    Starting at: $175.00

    The Tools & Techniques of Employee Benefit and Retirement Planning, 15th Edition, applies the trusted “Tools & 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.

    Written and edited by these renowned experts in the retirement planning field, The Tools & Techniques of Employee Benefit and Retirement Planning is the authoritative but easy-to-follow resource you can rely on:
           Author: Stephan R. Leimberg
           Executive Editors: John J. McFadden, and C. Frederick Reish

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

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

    Starting at: $175.00

    The Tools & Techniques of Estate Planning for Modern Families, 2nd Edition, discusses the estate planning issues that are unique to modern families. It moves from a basic estate planning overview to a discussion of the unique issues in today’s modern families. It also includes tax issues, premarital and relationship formalization considerations, and lifetime estate planning options.

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  6. The Tools & Techniques of Trust Planning

    The Tools & Techniques of Trust Planning

    Starting at: $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

  7. 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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  8. 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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  9. The Tools & Techniques of Financial Planning, 12th Edition

    The Tools & Techniques of Financial Planning, 12th Edition

    Starting at: $175.00

    Part of the popular Tools & Techniques Series and Leimberg Library, the 12th Edition of The Tools & Techniques of Financial Planning continues to cover the core components of financial planning, as well as income tax planning, risk management, insurance planning, and legal issues that are important to financial planners. Presenting the complete principles, processes, and practice of financial planning, this must-have resource offers planners a well-organized approach for explaining financial planning strategies to clients while also ensuring the suitability of products being offered.

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  10. The Advisor’s Guide to Annuities, 5th Edition

    The Advisor’s Guide to Annuities, 5th Edition

    Starting at: $135.00

    Written in plain English, the latest updated and expanded edition of The Advisor’s Guide to Annuities covers both the technical details of how various types of annuities operate, as well as the broader questions about how and when they should be used in clients’ financial plans. No other resource provides such a deep and independent-minded look at the structure, costs, benefits, and risks that come with all types of annuities.

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