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Essentials of Personal Financial Planning
ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities...
Purses Everywhere
Are you tired of having what seems like holes in your purse? Do you work hard but never have money left at the end of the month? Susan M. Tillery, president and CEO of Paraklete® Financial, which provides financial planning services, reveals how to plug those holes in your purse in this self-help guide. While geared toward women, anyone can use her advice and strategies to: • think about money in new, productive ways; • set achievable financial goals; • leverage seven financial principles to achieve financial freedom. The pearls of wisdom Susan shares will bring you financial understanding which releases financial freedom and opens the way for you to fulfill your God given purpose in ...
Essentials of Personal Financial Planning
ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities...
Biennial Report
None
Bulletin
None
Social Register, Baltimore
Includes "Dilatory domiciles"; for some volumes, some of these updates are issued separately as supplements.
Social Register
Includes "Dilatory domiciles"; for some volumes, some of these updates are issued separately as supplements.
