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Author : Dana Shilling
Publisher :
ISBN 13 : 9780872186019
Total Pages : 388 pages
Book Rating : 4.16/5 ( download)
Download or read book Financial Planning for the Older Client written by Dana Shilling and published by . This book was released on 2001 with total page 388 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Mikol Davis
Publisher : Aginginvestor.com
ISBN 13 : 9780692702505
Total Pages : 204 pages
Book Rating : 4.04/5 ( download)
Download or read book Succeed with Senior Clients written by Mikol Davis and published by Aginginvestor.com. This book was released on 2016-04-25 with total page 204 pages. Available in PDF, EPUB and Kindle. Book excerpt: Finally! A book for financial professionals that spells out what you need to do with your aging investors. An advisor has an average of 7 clients with some kind of cognitive impairment. Yet nowhere in the industry's many sources of information is there a good clear description of how you are supposed to manage them as they become less capable and more vulnerable to abuse. No wonder it has been unclear until now. The only people writing to the financial services field about aging issues are from within the industry itself. It takes those from outside with specific aging expertise to help you, the advisor find a clear path to follow. Aging experts Carolyn Rosenblatt, RN and elder law attorney and Dr. Mikol Davis, a geriatric psychologist have joined their skill sets and offer you a first of its kind work on success strategies with your aging clients. This is not another book about retirement. Instead it addresses the thornier questions about aging such as diminished capacity, financial elder abuse, working with aging client's families and what the regulators all want you to do to keep your older clients safer. Would you recognize diminished capacity? Would you know how to document it and what to do next? Succeed With Seniors gives you the word descriptors to use and lays out a path from when you see the signs to documentation, escalation and approaching the problematic client. Whether you work for a large organization a medium sized firm or you're an independent in a solo office, you will benefit from building expertise with aging clients from reading this book. Besides offering practical tips for everyday use as well as time-saving checklists, this unique work helps you see your aging client from a distinctly problem solving point of view. Never worry again that you don't know what to do next when a client shows signs of cognitive decline. Build your confidence today with the guiding hand of two experienced aging experts at your side.
Author : CFP Board
Publisher : John Wiley & Sons
ISBN 13 : 1119436265
Total Pages : 336 pages
Book Rating : 4.63/5 ( download)
Download or read book Client Psychology written by CFP Board and published by John Wiley & Sons. This book was released on 2018-03-13 with total page 336 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Client-Centered approach to Financial Planning Practice built by Research for Practitioners The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being. This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications. Defines an entirely new area of focus within financial planning practice and research: Client Psychology Serves as the essential reference for financial planners on client psychology Builds upon and expands the body of knowledge for financial planning Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach If you’re a CFP® professional, researcher, financial advisor, or student pursuing a career in financial planning or financial services, this book deserves a prominent spot on your professional bookshelf.
Author : CFP Board
Publisher : John Wiley & Sons
ISBN 13 : 1119095018
Total Pages : 1175 pages
Book Rating : 4.19/5 ( download)
Download or read book Financial Planning Competency Handbook written by CFP Board and published by John Wiley & Sons. This book was released on 2015-07-09 with total page 1175 pages. Available in PDF, EPUB and Kindle. Book excerpt: The official guide for exam success and career excellence Financial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. This book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. Financial Planning Competency Handbook, Second Edition guides you from student to practitioner and far beyond, with the information you need when you need it.
Author : Stuart D. Zimring
Publisher :
ISBN 13 : 9780820550688
Total Pages : 0 pages
Book Rating : 4.8X/5 ( download)
Download or read book California Guide to Tax, Estate & Financial Planning for the Elderly written by Stuart D. Zimring and published by . This book was released on 2001 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Gregory B. McKeen
Publisher :
ISBN 13 : 9780764601415
Total Pages : pages
Book Rating : 4.15/5 ( download)
Download or read book A Guide to Tax and Financial Planning for Older Clients written by Gregory B. McKeen and published by . This book was released on with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Jeffrey H. Rattiner
Publisher : CCH
ISBN 13 : 9780808092179
Total Pages : 544 pages
Book Rating : 4.70/5 ( download)
Download or read book Financial Planning Answer Book (2009) written by Jeffrey H. Rattiner and published by CCH. This book was released on 2008-11 with total page 544 pages. Available in PDF, EPUB and Kindle. Book excerpt: Covering the five key areas of financial planning, this guide emphasizes its technical, tax, and regulatory aspects. The areas of discussion include investments, employee benefits and retirement plan assets, insurance, income tax and estate planning, and regulatory issues.
Author : Mary A. Languirand, Ph.D.
Publisher : Ten Speed Press
ISBN 13 : 1607744171
Total Pages : 256 pages
Book Rating : 4.77/5 ( download)
Download or read book How to Age in Place written by Mary A. Languirand, Ph.D. and published by Ten Speed Press. This book was released on 2013-09-03 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: The first authoritative and comprehensive guide to "aging in place"--a burgeoning movement for those who don't want to rely on assisted living or nursing home care--which allows seniors to spend their later years living comfortably, independently, and in their own home or community. For millions of Americans, living in a nursing home or assisted living facility is not how they’d prefer to spend their retirement years. This is why more and more people are choosing to “age in place.” In this empowering and indispensable book, clinical psychologists and aging specialists Mary Languirand and Robert Bornstein teach readers how, with planning and foresight, they can age with dignity and comfort in the place of their own choosing. How to Age in Place offers useful, actionable advice on financial planning; making your home physically safe; getting around; obtaining necessary services; keeping a healthy mind, body, and spirit; and post-retirement employment. A necessary resource for seniors, their adult children, and eldercare professionals, How to Age in Place is both a practical roadmap and inspirational guide for the millions of seniors who want to make their own decisions and age well.
Author : James E. Pearman (Jr.)
Publisher :
ISBN 13 :
Total Pages : 496 pages
Book Rating : 4.46/5 ( download)
Download or read book Financial Planning for Older Clients written by James E. Pearman (Jr.) and published by . This book was released on 2001 with total page 496 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : James F. Reeves
Publisher :
ISBN 13 : 9781564336255
Total Pages : pages
Book Rating : 4.55/5 ( download)
Download or read book Guide to Tax and Financial Planning for Older Clients written by James F. Reeves and published by . This book was released on 1995-03-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
