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Am I Going to Be Okay?: Money: Timely Intelligence, Actionable Ideas, Answers to the Questions that Really Matter - Couverture rigide

Brennan, Patti

 
9781946633569: Am I Going to Be Okay?: Money: Timely Intelligence, Actionable Ideas, Answers to the Questions that Really Matter
Couverture rigide
ISBN 10 : 1946633569 ISBN 13 : 9781946633569
Editeur : Forbes Books, 2024

Synopsis

In Am I Going to be Okay? (And is Okay enough?) CERTIFIED FINANCIAL PLANNER™ Patti Brennan reveals her time-tested approach to answering these questions. Drawing on over three decades of experience, Patti tackles the most common worries, mistakes, and challenges facing many Americans irrespective of their age and number of zeros in their net worth. The book introduces a comprehensive process for creating a system that is tailored to your unique goals, resources and challenges. Readers will also learn powerful strategies that can accelerate progress.

With wisdom, empathy and humor, Patti offers practical strategies and tools for taking control of your financial life so you can focus on what matters most. You’ll discover how to maximize your resources, minimize your taxes, and make confident decisions that are right for you and the people you love.

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À propos de l'auteur

PATTI BRENNAN, CFP®, CFS, and CEO of Key Financial, Inc., is a globally recognized financial advisor known for her comprehensive services and unwavering commitment to her clients and community. In 1990, she founded Key Financial, growing the firm to manage over $2 billion in assets.

With a background in nursing from Georgetown University, Patti brings compassion to her work and strives to help clients feel secure and cared for like family. Patti's ability to communicate complex financial concepts in understandable terms has earned her recognition from Forbes, The Financial Times, and Barron's as one of the Top Advisors in America for nearly two decades. She serves on the boards of various institutions and nonprofits, and is a sought-after speaker at conferences throughout America and abroad.

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

Éditeur
Forbes Books
Date d'édition
2024
Langue
anglais
ISBN 10 
1946633569
ISBN 13 
9781946633569
Reliure
Relié
Nombre de pages
296
Coordonnées du fabricant
non disponible
Personne responsable
Simon and Schuster Netherlands BV, GPSR Europäische Union
info@simonandschuster.nl

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