There's More to Financial Planning Than Financial Planning

There's More to Financial Planning Than Financial Planning

by Brian Zeek, Dee Dee Brooks

Paperback

$12.95
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Product Details

ISBN-13: 9781683506010
Publisher: Morgan James Publishing
Publication date: 04/03/2018
Pages: 146
Sales rank: 813,837
Product dimensions: 5.00(w) x 7.90(h) x 0.50(d)

About the Author

In their first publication together, Brian Zeek and Dee Dee Brooks bring together years of planning experience, and many examples of proven wealth accumulation strategies, safe, reliable steps they take to meet their clients’ need to get them up the hill “accumulation” and, equally important, get them safely down the hill (efficiently distribute the dollars they have accumulated along the way). Lifelong students, Brian just completed his RICP (Retirement Income) designation, while Dee Dee squeezes in time to complete her CFP designation. She currently holds various certificationsincluding REBC (Employee Benefits) and RHU (Registered Health Underwriter).

Brian has just completed the RICP designation (for Retirement Income) adding to other credentials earned along the way.

In their first publication together, Brian Zeek and Dee Dee Brooks bring together years of planning experience, and many examples of proven wealth accumulation strategies, safe, reliable steps they take to meet their clients’ need to get them up the hill “accumulation” and, equally important, get them safely down the hill (efficiently distribute the dollars they have accumulated along the way). Lifelong students, Brian just completed his RICP (Retirement Income) designation, while Dee Dee squeezes in time to complete her CFP designation. She currently holds various certificationsincluding REBC (Employee Benefits) and RHU (Registered Health Underwriter).

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