James H. Wilson

Let's Talk about Money before You Tie the Knot (eBook, ePUB)

A Guide to Premarital Financial Counseling

• Format: ePub

Produktbeschreibung

This book reviews the financial past, present, and future of couples contemplating marriage, with questions and text posed to highlight critical points. The work required in this financial counseling course for couples is purposely kept to a minimum to ensure that the task will be finished. Forms that accompany the questions enable each member of a couple to complete an individual workbook. A facilitator's guide is also provided. While the simplicity of this book recommends it, the wealth of good financial information and guidance in Let's Talk About Money Before You Tie the Knot provides a solid financial foundation on which to build a marriage.

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Produktdetails

• Verlag: Wipf and Stock Publishers
• Seitenzahl: 72
• Erscheinungstermin: 15. April 2008
• Englisch
• ISBN-13: 9781498275361
• Artikelnr.: 63252246

Autorenporträt

James H. Wilson, CPA/PFS, is currently the director of personal finance planning at Blackburn, Childers & Steagall PLC in Johnson City, Tennessee. He holds a BBA in accounting from the University of Miami, has an MBA in management from Florida Atlantic University, and has earned the PFS (Personal Financial Specialist) designation awarded by the American Institute of Certified Public Accountants (AICPA). He is a member of the Tennessee Society of Certified Public Accountants and the AICPA.

Wilson has served as chair of the AICPA's Personal Financial Planning Conference Committee and as a member of the Executive Committee of the Personal Financial Planning (PFP) Division of the AICPA. (He received the first annual Outstanding Service Award from the PFP Division. The award is given to a CPA who has served the public interest by enhancing the quality of personal financial planning services and has provided outstanding service to the PFP Division.)

Named "CPA Financial Planner of the Year" in 1990 by the LINC Society of CPA Financial Planners, and 2006 recipient of the Distinguished Accredited Estate Planner award and designation from the National Association of Estate Planners and Councils, Wilson is the author of The CPA's Guide to Financial Planning (Longman Financial Services Publishing). He has created a course for the AICPA titled "Wealth Utilization and Transfer" and has also designed the computer software PFP Notebook, nationally marketed by Brentmark Software of Orlando, Florida, and one of the few PFP software programs recommended and sold through the AICPA.