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Synopsis: You've worked hard and have the wealth to show for it and now have significant sums to invest in your future. But are you really making the most of your money? Do you find yourself narrowly focused on the here and now, with your eye on individual investments, market indices, and multiple money managers even as you avoid your estate-planning attorney? Then, it's time to change the way you think, with Liz Miller's effective, innovative clutter-free approach. Miller, an award-winning entrepreneur with over two decades of Wall Street experience, can show you how to create a portfolio that will help you achieve your long-term goals. With her expert guidance, you'll see clearly why collecting insurance policies is no substitute for developing real risk management strategies and come to understand the importance of planning a meaningful legacy for those you love. Follow Miller's goals-oriented process to begin identifying your money values, personal priorities, and financial objectives. Using her guidelines, identify the conscientious, proven professionals that will make up the right team to control your wealth as you move forward in life. As you work your way you'll find yourself becoming more comfortable and confident about your assets, your strategies, and your future. You'll clear out the clutter, simplify your planning and make your financial dreams come true.
About the Author: Liz Miller founded Summit Place Financial Advisors to offer personalized asset management and financial consulting. She received her B.S. in economics from the acclaimed Wharton School at the University of Pennsylvania and an M.A. from Columbia University. Liz started her career on Wall Street as a mergers & acquisition analyst in the mid 1980s. In the 1990s, she became a portfolio manager of mutual funds. After discovering her passion to work more closely with individual investors, she joined a boutique investment firm in New York City where over 15 years, she became a principal owner and led the firm s equity research activities and stock selection of the investment committee. She holds the Chartered Financial Analyst designation from CFA Institute and the Certified Financial Planner designation. Liz has been a member of the Board of Trustees for the New York Society of Security Analysts and has served as a judge for the prestigious Investment Research Challenge. Previously, she served on the Private Wealth Advisory Committee for CFA Institute where she and others provided global leadership in identifying the industry s priorities and setting an educational agenda for private wealth professional excellence. Liz was recently named one of the Top Women Entrepreneurs for 2012 by Own It Ventures as seen in New Jersey Monthly Magazine.
Title: Clutter-Free Wealth
Book Condition: New
Book Description Booktiq, 2012. Condition: Good. Shows some signs of wear, and may have some markings on the inside. Seller Inventory # GRP84190483
Book Description Wealth Matters. Hardcover. Condition: As New. This copy appears to be in nearly new condition. Seller Inventory # G0985568402I2N00
Book Description Wealth Matters. Hardcover. Condition: Very Good. This book shows minor wear and is in very good condition. Seller Inventory # G0985568402I4N00
Book Description Booktiq, 2012. Condition: New. book. Seller Inventory # M0985568402
Book Description Booktiq. Condition: New. Hardcover. Worldwide shipping. FREE fast shipping inside USA (express 2-3 day delivery also available). Tracking service included. Ships from United States of America. Seller Inventory # 0985568402
Book Description Booktiq, 2012. Hardcover. Condition: Brand New. 128 pages. 9.10x6.20x0.80 inches. In Stock. Seller Inventory # 0985568402
Book Description Booktiq, 2012. Condition: Good. A+ Customer service! Satisfaction Guaranteed! Book is in Used-Good condition. Pages and cover are clean and intact. Used items may not include supplementary materials such as CDs or access codes. May show signs of minor shelf wear and contain limited notes and highlighting. Seller Inventory # 0985568402-2-4
Book Description Booktiq, 2012. Hardcover. Condition: Good. Ships with Tracking Number! INTERNATIONAL WORLDWIDE Shipping available. May not contain Access Codes or Supplements. May be ex-library. Shipping & Handling by region. Buy with confidence, excellent customer service!. Seller Inventory # 0985568402