Advising Mature Clients 2024 pdf epub mobi 电子书


Advising Mature Clients

简体网页||繁体网页

Advising Mature Clients 2024 pdf epub mobi 电子书 著者简介


Advising Mature Clients 电子书 图书目录




点击这里下载
    


想要找书就要到 本本书屋
立刻按 ctrl+D收藏本页
你会得到大惊喜!!

发表于2024-12-26

Advising Mature Clients 2024 pdf epub mobi 电子书

Advising Mature Clients 2024 pdf epub mobi 电子书

Advising Mature Clients 2024 pdf epub mobi 电子书



喜欢 Advising Mature Clients 电子书 的读者还喜欢


Advising Mature Clients 电子书 读后感

评分

评分

评分

评分

评分

类似图书 点击查看全场最低价
出版者:John Wiley & Sons Inc
作者:Cutler, Neal E.
出品人:
页数:248
译者:
出版时间:2002-3
价格:361.00元
装帧:HRD
isbn号码:9780471414704
丛书系列:

图书标签:  


Advising Mature Clients 2024 pdf epub mobi 电子书 图书描述

FINANCIAL PLANNING FOR THE CHANGING NEEDS OF AN AGING SOCIETY "Cutler has hit a financial literacy home run. He has done an outstanding job of educating the professional working with the mature market about the psychology and complexity of the Wealth Span and about the financial issues and products that figure prominently in executing a successful strategy for older clients and families. This book is about as comprehensive as you can get for understanding the nuances of financial planning for mature consumers. It is filled with information, insight, resources, and (thankfully!) humor!" -John N. Migliaccio, PhD, President, Maturity Mark Services Co. "Learning across disciplines will be the way of the future. Dr. Cutler is in the unique position to authoritatively discuss advising mature clients from both the gerontological and financial planning perspectives. This latest in the Lasser Pro Series is sure to be a must for anyone who wants to do holistic financial planning for older clients." -Kenn Beam Tacchino, JD, LLM, Professor of Taxation and Financial Planning, Widener University; Editor, Journal of Financial Service Professionals "Dr. Cutler has written a cutting-edge guide for the myriad professionals who advise mature clients and adult children of older parents. His book is timely, much needed, and will undoubtedly become the definitive reference for practitioners and students of aging and the economics of aging." -Lois A. Vitt, PhD, Director, Institute for Socio-Financial Studies; Editor-in-Chief, Encyclopedia of Financial Gerontology "Dr. Cutler has provided a valuable resource to those of us in the financial industry. He has provided clear, concise commentary on the issues facing our aging population with actionable suggestions for the financial advisor. I highly recommend it to my fellow professionals." -Kelly B. Auslander, CFP, President, American Financial Advisors, Inc. Please visit our Web site at www.jklasser.com

Advising Mature Clients 2024 pdf epub mobi 电子书

Advising Mature Clients 2024 pdf epub mobi 电子书
想要找书就要到 本本书屋
立刻按 ctrl+D收藏本页
你会得到大惊喜!!

Advising Mature Clients 2024 pdf epub mobi 用户评价

评分

评分

评分

评分

评分

Advising Mature Clients 2024 pdf epub mobi 电子书


分享链接









相关图书




本站所有内容均为互联网搜索引擎提供的公开搜索信息,本站不存储任何数据与内容,任何内容与数据均与本站无关,如有需要请联系相关搜索引擎包括但不限于百度google,bing,sogou

友情链接

© 2024 onlinetoolsland.com All Rights Reserved. 本本书屋 版权所有