There's More to Financial Planning Than Financial Planning - Couverture souple

Zeek, Brian; Brooks, Dee Dee

 
9781683506010: There's More to Financial Planning Than Financial Planning
Couverture souple
ISBN 10 : 1683506014 ISBN 13 : 9781683506010
Editeur : Morgan James Publishing llc, 2018

Synopsis

There's More to Financial Planning than Financial Planning reveals how not to waste thousands of dollars every year on details and fine print that would otherwise go unnoticed.

Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.

À propos des auteurs

In their first publication together, Brian Zeek and Dee Dee Brooks bring together years of planning experience, and many examples of proven wealth accumulation strategies, safe, reliable steps they take to meet their clients' need to get them up the hill "accumulation" and, equally important, get them safely down the hill (efficiently distribute the dollars they have accumulated along the way). Lifelong students, Brian just completed his RICP (Retirement Income) designation, while Dee Dee squeezes in time to complete her CFP designation. She currently holds various certificationsincluding REBC (Employee Benefits) and RHU (Registered Health Underwriter).

Brian has just completed the RICP designation (for Retirement Income) adding to other credentials earned along the way.



In their first publication together, Brian Zeek and Dee Dee Brooks bring together years of planning experience, and many examples of proven wealth accumulation strategies, safe, reliable steps they take to meet their clients' need to get them up the hill "accumulation" and, equally important, get them safely down the hill (efficiently distribute the dollars they have accumulated along the way). Lifelong students, Brian just completed his RICP (Retirement Income) designation, while Dee Dee squeezes in time to complete her CFP designation. She currently holds various certificationsincluding REBC (Employee Benefits) and RHU (Registered Health Underwriter).

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.

Éditeur
Morgan James Publishing llc
Date d'édition
2018
Langue
anglais
ISBN 10 
1683506014
ISBN 13 
9781683506010
Reliure
Broché
Nombre de pages
146
Coordonnées du fabricant
Buchpark GmbH
https://www.buchpark.de

Krügerweg 1
Trebbin
Brandenburg
14959
Allemagne