Professional's Guide to Retirement Financial Management: 2001 (Professional's Guide to Retirement Financial Management W/CD)
Professional's Guide to Retirement Financial Management: 2001 (Professional's Guide to Retirement Financial Management W/CD)
Editorial Reviews
Book Info
First guide of its kind for advising retirement-age clients on the financial challenges of approaching and being in retirement. Discusses topics such as ensuring clients' money lasts for life and building a strategy that maximizes retirement and IRA plan benefits. CD-ROM includes interview checklists, client questionnaires, marketing tools, budget worksheets, and more.
Professional's Guide to Retirement Financial Management: 2001 (Professional's Guide to Retirement Financial Management W/CD),Gerald J. Robinson,Harcourt Professional Publishing,0156072106,Accounting - General,Business & Economics,Business / Economics / Finance,Business/Economics,Finance,Finance, Personal,Forecasting,Planning,Retirement income
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