There's More to Financial Planning Than Financial Planning - Zeek, Brian; Brooks, Dee Dee
12,99 €
inkl. MwSt.

Versandfertig in über 4 Wochen
  • Broschiertes Buch

There's 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.

Andere Kunden interessierten sich auch für
Produktbeschreibung
There's 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.
Autorenporträt
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). Brian has just completed the RICP designation (for Retirement Income) adding to other credentials earned along the way.