Planning a Successful Future

Managing to Be Wealthy for Individuals and Their Advisors
eAudio - unabridged
Audio (6.95 hours)
Product Number: Z100137358
Released: Feb 22, 2018
Business Term: Purchase
ISBN: #9781469037134
Narrator/s: Steven Menasche
Publisher: Gildan Media, Inc
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FROM THE FATHER OF FEE-ONLY FINANCIAL PLANNING-THE ACTION GUIDE TO FINANCIAL SECURITY Planning a Successful Future gives financial planners and their clients everything they need to create customized financial plans to fund all the goals in their lives. Financial planning is a complex practice with many variables to analyze and unpredictable forces that can derail the best-laid plans in a matter of hours. A successful financial strategy starts with unbiased, customer-focused advice like the kind you'll get inside from legendary advisor John Sestina, who has profited solely with his clients' fees for fifty years. Expert guidance, illustrative examples of covered concepts working in the real world, and simplifying worksheets put a secure financial future within reach by showing you how to: Identify your goals and achieve them Create a realistic and goal-based financial plan Take an informed, proactive approach to your finances Allocate investments to fully achieve your goals Start making the best decisions for your financial future now with Planning a Successful Future.

Author(s): John E. Sestina
Original Publish Date: Apr 01, 2017

This title is part of (or scheduled to be part of) the following subscriptions:

RBdigital Unlimited Access Audio Subscription
RBdigital Corporate Business and Wellness Collection
RBdigital Audio Curriculum for Higher Education - Platinum Collection
RBdigital Unlimited Canada Audio Subscription
RBdigital Audio Curriculum for Higher Education - Gold Collection

All formats/editions

Author(s): John E. Sestina
Product Number EB00665504
Released: Mar 29, 2016
Business Term: Purchase
Publisher: Wiley
ISBN: #9781119187974

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