Creating An Investment Policy Statement Creating an Investment Policy Statement Review: The book was in great shape and I received it ahead of schedule... great service... Author: Norman M. Boone Author: Linda S. Lubitz Binding: Paperback Dewey Decimal Number: 332 EAN: 9780975344804 ISBN: 0975 [... more]
$75.00
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Conserving Client Portfolios During Retirement A must read for anyone thinking about, approaching or in Retirement: This is an easy review to write so I'll make it short and sweet. This book is probably worth more to me that every other book I have ever read on retirement planning (and I have read [... more]
$65.00
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The Encyclopedia of Financial Planning Good recap of financial topics: If you want a quick read on topics pertaining to financial planning, this book is a good desk reference. It doesn't go into detail but hits the main points on topics from investing to estate planning. It is not technical [... more]
$29.95
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Lighting the Torch: The Kinder Method(TM) of Life Planning Marrying Meaning With Money Through the EVOKE(c) Process: This book describes the E.V.O.K.E.(c) process, which is a truly remarkable method for working with financial planning clients that want a deeper relationship with their planner, and a plan for [... more]
$30.00
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Understanding and Evaluating Prospectuses, Offering ... Author: Thomas Robinson; David Schulte; Howard Marmorstein; William Trent Binding: Paperback EAN: 9780975344866 Edition: 1st ISBN: 0975344862 Number Of Pages: 300 Publication Date: 2006-10-20 Release Date: 2006-10-20 [... more]
$70.00
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Prudent Practices for Fiduciary Advisers Binding: Perfect Paperback EAN: 9780975344880 Edition: 1st ISBN: 0975344889 Number Of Pages: 65 Publication Date: 2007-08-01 [... more]
$30.00
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In the Presence of Taxes: Applications of After-tax ... Author: William Reichenstein Author: Ph.D. Author: CFA Binding: Paperback EAN: 9780979877513 Edition: First ISBN: 0979877512 Number Of Pages: 140 Publication Date: 2008-09-15 [... more]
$65.00
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Oversold and Underserved: A Financial Planner's ... Good perspective for New Planners/Advisors: This book is a good primer for new financial planners and advisors, not so much for established advisors and planners. It provides the new or less experienced advisors/planners with the concept of comprehensive [... more]
$35.00
Amazon.com
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