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Field Guide to Financial Planning offers step-by-step solutions to hundreds of planning needs and challenges. It is the definitive ...
Field Guide to Financial Planning offers step-by-step solutions to hundreds of planning needs and challenges. It is the definitive guide for agents and financial planners to identify, understand, and employ the concepts and techniques used in financial and wealth management planning.
Discover targeted planning opportunities and illustrated strategies for:
Alternative Minimum Tax
And much more!
Field Guide to Financial Planning offers detailed information on literally hundreds of investment, wealth management and financial planning concepts that today's financial professional will encounter. Each technique described covers the following:
Detailed explanation of what the concept is
Charts, tables, and graphs illustrating how the concept works
Client question prompts to gather information required for analysis and proposal
Footnotes providing further details and where to find more in-depth information on the topic
Authored by Donald F. Cady, J.D., LL.M., CLU, Field Guide to Financial Planning reflects his expertise and ease in communicating planning concepts and techniques to financial professionals of all levels.