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The Financial Advisor's Estate Planning Desk Reference

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Values-Based Estate Planning

will enable you, as a trusted advisor, to simplify the planning process for clients, ensure their lifetime financial independence, and help;

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PDR Lab Advisor

Enables the busy healthcare professional to quickly source the most relevant tests for their patient?s condition, and then assist them;

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Life Centered Financial Planning

Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by;

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Client Psychology

A Client-Centered approach to Financial Planning Practice built by Research for Practitioners The second in the CFP Board Center for;

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Protect and Enhance Your Estate

Our #1 choice in estate planning books. -Ken & Daria Dolan The bestselling guide to securing a sound financial future for you and your;

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Wall Street's Grand Deception

in retirement-but you are unsure of how to invest funds to make that happen. Hiring a financial advisor to steer your money through the market's;

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Success as a Financial Advisor For Dummies

technological trends currently underway. Inside, you'll find out how a financial advisor can be a true fiduciary, how to compete against the;

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The ABC's of Elder Law & Estate Planning

As we age we face unique financial and legal issues, including Asset Protection, Medicare, Medicaid, and Estate Planning. The time to act;

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Estate Planning

Plan ahead: estate planning to secure your wishes Estate Planning is your overview of the estate planning concepts that are necessary to;

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Private Wealth Management: The Complete Reference For The Pe

Where financial advisors go for answers--revised and updated to address consequential legal and economic changesFrom the oil crisis and;

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Real Estate Handbook 5th Ed

estate terms and definitions, illustrative legal and financial forms, up-to-date information on mortgages and tax law, advice on buying and;

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Direction Memo

own retirement?" - "What would my mother have wanted me to do with her jewelry?" - "Who is the Primary Financial Advisor I can;

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Is Your Financial Advisor Failing You? And How to Tell

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The 101 Biggest Estate Planning Mistakes

A trust and estate lawyer to the stars offers an engaging look at how to avoid numerous estate planning mistakes In The 101 Biggest Estate;

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The Complete Financial Advisor

The Complete Financial Advisor: seven steps to becoming an exceptional financial advisor in today's marketplace! Develop the image, attract;

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Financial Planning & Analysis and Performance Management

Critical insights for savvy financial analysts Financial Planning & Analysis and Performance Management is the essential desk;

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The Right Real Estate Agent Can Make You Rich

, information center, financial consultant, counselor , negotiator, liability advisor, and much more. The reader will learn just how;

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Succession Planning For Financial Advisors

planning one of the most, if not the most, important practice management tools in this industry today. As an independent financial advisor, now;

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Real Estate Concepts

The essential reference tool for all real estate, property, planning and construction students. Real Estate Concepts provides built;

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Real Estate Concepts

The essential reference tool for all real estate, property, planning and construction students. Real Estate Concepts provides built;

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Personal Financial Planning for Executives and Entrepreneurs

formula. Designed to emphasize the importance of successful, targeted financial planning, this book begins by telling a story about a fictional;

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Real Estate Terms - Financial Education Is Your Best Investment

From adjustable-rate mortgages to title insurance to amortization, it can all seem like a confusing word salad for those new to the;

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Personal Finance

of personal financial planning in the areas of money management, career planning, taxes, consumer credit, housing and other consumer decisions, legal;

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Concise Encyclopedia of Real Estate Business Terms

dealing with the legal and financial issues related to real estate and property. The book also includes an appendix of sample forms and contracts;

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Concise Encyclopedia of Real Estate Business Terms

dealing with the legal and financial issues related to real estate and property. The book also includes an appendix of sample forms and contracts;

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Guide for the Successful Trustee

GIVE THE GUIDE?IF you are an estate planning attorney you realize your clients need a system for transferring and tracking;

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