Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition
| Author | : | |
| Rating | : | 4.16 (631 Votes) |
| Asin | : | 0071840168 |
| Format Type | : | paperback |
| Number of Pages | : | 688 Pages |
| Publish Date | : | 2013-12-10 |
| Language | : | English |
DESCRIPTION:
Rosenbloom is the Frederick H. He is also a Senior Fellow in the Leonard Davis Institute of Health Economics and a Senior Fellow in the Financial Institutions Center at the Wharton School.. Ecker Emeritus Professor of Insurance and Risk Management and Academic Director of the Certified Employee Benefit Specialist (CEBS) Program at the Wharton School of the University of Pennsylvania. Victor Hallman is a Lecturer in Financial and Estate Planning in the Insurance and Risk Management Department of the Wharton School, University of Pennsylvania, as well as a member of the Pennsylvania Bar.Jerry S. About the AuthorG
Written for the serious practitioner, this one-of-a-kind guide gives you a solid foundation for planning a prosperous financial future in the real world, which means it makes you an expert in: Major new tax legislation, including the "Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010" and the "American Taxpayer Relief Act of 2012" A variety of economic benefits and investment products Changes in individual annuities and retirement products with an increased focus on retirement planning Modifications to health and disability insurance The Patient Protection and Affordable Care and Health Care Reconciliation Act of 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 New developments in estate and marital deduction planning such as "portability"This completely updated edition remains a wealth-building and income management tool by presen
Christopher R. Hallett said I needed a good reference and I can recommend it. Explains the different types of securities ect. I needed a good reference and I can recommend it.. Two Stars mark s. not organized well. "Five Stars" according to Evgenia Nokovich. Exactly as advertised
Rosenbloom is the Frederick H. Victor Hallman is a Lecturer in Financial and Estate Planning in the Insurance and Risk Management Department of the Wharton School, University of Pennsylvania, as well as a member of the Pennsylvania Bar.Jerry S. G. He is also a Senior Fellow in the Leonard Davis Institute of