The Tools & Techniques of Financial Planning, 12th Edition (Tools and Techniques of Financial Planning)
Leimberg, Stephan; Jackson, Michael S.; Satinsky, Martin J
Language: English
Published by The National Underwriter Company, 2017
- Softcover
- Used
Seller: MERS Goodwill, Saint Louis, MO, U.S.A.MERS Goodwill
AbeBooks seller since March 13, 2026
Condition: Used - Fair
US$ 82.44
Quantity: 1 available
Add to basketItem description from seller
Used - Acceptable: All pages and the cover are intact, but shrink wrap, dust covers, or boxed set case may be missing. Pages may include limited notes, highlighting, or minor water damage but the text is readable. Pages may include limited notes and highlighting, but the text cannot be obscured or unreadable. Any access codes or passwords originally included with the book may be expired, used or no longer valid. Image is stock photo and cover art edition may be different than pictured.
Seller Inventory # MERV.1945424427.A
- Title
- The Tools & Techniques of Financial Planning, 12th Edition (Tools and Techniques of Financial Planning)
- Author
- Leimberg, Stephan; Jackson, Michael S.; Satinsky, Martin J
- Publisher
- The National Underwriter Company
- Publication year
- 2017
- Condition
- acceptable
- Binding
- Soft cover
- Language
- English
- ISBN 10
- 1945424427
- ISBN 13
- 9781945424427
Part of the popular Tools & Techniques Series and Leimberg Library, the 12th Edition of The Tools & Techniques of Financial Planning continues to cover the core components of financial planning, as well as income tax planning, risk management, insurance planning, and legal issues that are important to financial planners. Presenting the complete principles, processes, and practice of financial planning, this must-have resource offers planners a well-organized approach for explaining financial planning strategies to clients while also ensuring the suitability of products being offered.
In addition to providing helpful charts, handy checklists, and insightful case studies, The Tools & Techniques of Financial Planning, 12th Edition, features:
- Client-oriented materials that place the emphasis on the planner’s relationship with the client
- Technologies that can be used to assess—and work with—the client’s individual financial goals and behavioral characteristics
- In-depth coverage of issues that can affect a client’s financial goals, such as healthcare reform, long-term care planning, and
tax law changes
- Planning techniques for clients with special needs and circumstances, such as aging, disability issues, elder care scenarios, and
nontraditional relationships.
- Highlights of the 12th Edition
- A new chapter on wills and trusts—covering the basics of both types of instruments for financial planners, who are not lawyers,
yet need to know the essentials of how both types of tools are designed and put into practice
- A new chapter on selecting the right fiduciaries—explaining the roles played by attorneys, trustees, accountants, and other
professionals who help to make up the client’s planning team
- Newly updated tax information—providing the latest rates and planning strategies for long-term financial planning goals,
including major purchases, education, and retirement funding
- Content throughout that is more tightly connected to the CFP Boar’s Principal Topics and ethical requirements for CFPs
"Synopsis" may belong to another edition of this title.
MERS Goodwill
Saint Louis, MO, U.S.A.
AbeBooks seller since March 13, 2026
Shipping rates within U.S.A.
| Item | 5 to 14 business days | 3 to 6 business days |
|---|---|---|
| First item | US$ 4.00 | US$ 7.00 |
Payment methods
Store description
Changing lives through the power of work MERS Goodwill provides a variety of programs and services to help support this mission. Some of the many programs and services offered are career counseling, skills training, education and literacy programs, employment services, and more. Our organization also provides job opportunities through the Custodial and Business Contracts Division. Those who are hired through the MERS Goodwill Custodial and Business Contracts Division become well-trained and reliable workers. MERS Goodwill is then able to better serve local businesses with services like office cleaning, snow removal, paper processing, and more. The revenue from these services then goes back into more training and education programs, so that we can continue to provide reliable, quality contracted business services.…
Specialty
UsedSeller's business information
MERS Goodwill
8007 West Florissant Avenue
Jennings, MO U.S.A. 63136