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Dive into today’s most important financial planning topics, including cash and budget management, debt, education and retirement planning, tax and investment issues, risk management, estate planning and more. This comprehensive resource features in-depth discussions and real-world scenarios to help a wide range of professional planners, such as insurance producers, financial planners, tax advisors, and estate planners, successfully advise their clients.
If you provide financial planning services to clients or are looking to expand your business in this key area, this updated resource is a must-have! See the “Details” section below for more information on the topics covered and what’s new in this 14th edition.
Part of the popular Tools & Techniques Series and Leimberg Library, the 14th Edition of The Tools & Techniques of Financial Planning covers all aspects of financial planning, including budget and cash management, credit and debt management, education funding, retirement planning, tax and investment issues, risk management, and estate planning. Complete with the key principles, processes and practices of financial planning, this must-have resource offers planners a well-organized approach for developing financial planning strategies and meeting client objectives.
In addition to providing helpful charts, handy checklists, and insightful case studies, The Tools & Techniques of Financial Planning features:
New in the 14th Edition:
Key Topics Covered:
As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of financial planning and confidently meet their needs.
|Publication Date||September 11, 2023|
|Author||Stephan R. Leimberg, Carolynn B. Tomin, and William B. Reeve|