Items related to Professional's Guide to Retirement Financial Management:...

Professional's Guide to Retirement Financial Management: 2001 - Softcover

Robinson, Gerald J.

 
9780156072106: Professional's Guide to Retirement Financial Management: 2001

Synopsis

First guide of its kind for advising retirement-age clients on the financial challenges of approaching and being in retirement. Discusses topics such as ensuring clients' money lasts for life and building a strategy that maximizes retirement and IRA plan benefits. CD-ROM includes interview checklists, client questionnaires, marketing tools, budget worksheets, and more.

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