Sudden Wealth... the Workbook and Journal

Overview

Sudden Wealth happens more often than most think, through lottery winnings, inheritance, business sales, oil and gas leases, and retirement, to name a few. The latest edition to the Sudden Wealth book series is two books in one. The Workbook serves as an important guide to help sudden wealth recipients make better financial decisions. And for every family, whether sudden wealth or not, The Journal provides a "go to place" to document every financial decision, asset, and final ...
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Overview

Sudden Wealth happens more often than most think, through lottery winnings, inheritance, business sales, oil and gas leases, and retirement, to name a few. The latest edition to the Sudden Wealth book series is two books in one. The Workbook serves as an important guide to help sudden wealth recipients make better financial decisions. And for every family, whether sudden wealth or not, The Journal provides a "go to place" to document every financial decision, asset, and final wish.

Financial advisors and authors, David Rust and Shane Moore have built their wealth management practice around comprehensively handling the needs of sudden wealth recipients and their families. This Workbook and Journal serves as an extension of their knowledge, experience and viewpoint. It is a must have for every family!

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Product Details

  • ISBN-13: 9781482703955
  • Publisher: CreateSpace Independent Publishing Platform
  • Publication date: 9/25/2013
  • Pages: 214
  • Product dimensions: 7.50 (w) x 9.25 (h) x 0.45 (d)

Meet the Author

David Rust and Shane Moore are recognized wealth advisors with a combined experience of over 40 years. Their passion for handling the needs of sudden wealth recipients inspired them to write the books, Sudden Wealth... It Happens and Sudden Wealth... Blessing or Burden? They are co-founders and managing partners of Quartz Financial, a comprehensive and collaborative wealth management firm specializing in sudden wealth cases. Their backgrounds are deep and versatile with senior advisory positions with major banks, brokerage and insurance firms and private banking groups.

As they speak to audiences around the country they remain committed to educating not only the general public, but also those financial professionals who take the lead role in helping sudden wealth recipients. "It's one thing to say you can handle sudden wealth cases, but it's another thing to prove you have an efficient process for maneuvering through the many challenges a sudden wealth recipient may have."

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