There's More to Financial Planning Than Financial Planning (Paperback)
Language: English
Published by Morgan James Publishing llc, 2018
- Softcover
- New
Seller: AussieBookSeller, Truganina, VIC, AustraliaAussieBookSeller
AbeBooks seller since June 22, 2007
Condition: New
US$ 29.58
Quantity: 1 available
Add to basketItem description from seller
Paperback. Offers a comprehensive take on financial planning-not just retirement savings and mutual funds, but also the importance of building an efficient plan that accounts for all the detailsPuts confusing topics, like 401(k)s and 529s, into everyday language-and shows readers how to avoid common pitfallsExplains what it means to be tax efficient-not just on this year's tax return, but from now through retirementBalances life quality in the present with saving for the future Theres 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. Shipping may be from our Sydney, NSW warehouse or from our UK or US warehouse, depending on stock availability.
Seller Inventory # 9781683506010
- Title
- There's More to Financial Planning Than Financial Planning (Paperback)
- Author
- Brian Zeek
- Publisher
- Morgan James Publishing llc
- Publication year
- 2018
- Condition
- new
- Binding
- Paperback
- Language
- English
- ISBN 10
- 1683506014
- ISBN 13
- 9781683506010
"Synopsis" may belong to another edition of this title.
About the Author
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).
"About the title" may belong to another edition of this title.
AussieBookSeller
Truganina, VIC, Australia
AbeBooks seller since June 22, 2007
Shipping rates from Australia to U.S.A.
| Item | 25 to 45 business days | 8 to 14 business days |
|---|---|---|
| First item | US$ 37.00 | US$ 44.00 |
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Seller's business information
The Nile Group Pty Ltd
42 Apex Drive
Truganina, VIC Australia 3029
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