Author: Jeffrey Jans
Publisher: Createspace Independent Publishing Platform
ISBN: 9781545236123
Category :
Languages : en
Pages : 114
Book Description
This Leader's Guide is used to help faciliate the activities in the Boomerangs Circle Back to Your Dreams Self-Coaching Workbook. Circle Back to Your Dreams is a coaching process designed by Jeffrey Jans and Mickie Schroeder which enables you to "let go" of your career or profession, reconnect with or determine your life's purpose, and find the method or vehicle that will fulfill that purpose. The result is a "retirement" where each day you are engaged in something meaningful and significant to you. When a small group of no more than 10-12 meet to help each other with the process, it is best to have a designated facilitator or 2. The goal for each member of your group is to find a direction or intention for their retirement and create multiple options for how to fulfill that intention. Even though everyone has the same goal, the needs, motivators, attitudes, strengths, fears, degree of openness or rigidity, vocabulary, resilience, etc., will be different. The magic a facilitator performs is to turn all those individual differences into assets that contribute to each group member's retirement plans. The Workbook includes 22 activities which individuals complete alone prior to each meeting. During the meetings facilitated discussions and other activities provide opportunities for the group to coach each other. The full wisdom of the group manifests in each member's retirement choices. The Leader's Guide has full descriptions for how to get the most out of each of these discussions and activities. When you stand up in front of a group of people no matter what the topic or type of presentation, it can be nerve wracking. Even though you believe bringing a group of people together to create a retirement plan is a great idea on multiple levels, the thought of taking on the role of facilitator could be enough to persuade you it isn't. The leader guide is meant to assuage those fears by providing you with a detailed "map" of your group's travels through Circle Back to Your Dreams. Here's something the leader guide provides to help you right away. As a facilitator, you are not the expert. The people who you stand in front of are the experts but they don't know it. Your job is to elicit the expertise that is, collectively, theirs. The leader's guide provides you with the "tools" for how to do this. Your role as facilitator is like a conductor of an orchestra. The musicians in an orchestra contribute to an overall sound they could not make alone. The conductor does not know how to play all those instruments. He or she has a score (like a Leader Guide) that provides all the various parts to the music. It is the conductors job to make it all coalesce. As a facilitator, you are the conductor of the Leader's Guide which enables your group members to make beautiful retirements together. One element that makes coaching so powerful is the accountability it provides the coachee. Knowing that others are counting on your contributions for their retirement success creates an obligation. When a facilitator communicates this to their group, the whole forum becomes a partnership. It transcends being a workshop. It's a beautiful thing to behold. The Leader's Guide uses theory and techniques from the book, Effective Group Coaching by Jennifer Britton. Jennifer writes, "Group coaching is often as important as the interaction with a coach. Many clients find the process "less on the spot," giving them more time to reflect and integrate their insights." A preview portion of the guide is available for you to read on our website at www.BOOMERangsRetirementtCoach.com. A free 30-minute consultation about the Leader's Guide is available by appointment upon purchase of the book.
Boomerangs Retirement Life Planning
Author: Jeffrey Jans
Publisher: Createspace Independent Publishing Platform
ISBN: 9781545236123
Category :
Languages : en
Pages : 114
Book Description
This Leader's Guide is used to help faciliate the activities in the Boomerangs Circle Back to Your Dreams Self-Coaching Workbook. Circle Back to Your Dreams is a coaching process designed by Jeffrey Jans and Mickie Schroeder which enables you to "let go" of your career or profession, reconnect with or determine your life's purpose, and find the method or vehicle that will fulfill that purpose. The result is a "retirement" where each day you are engaged in something meaningful and significant to you. When a small group of no more than 10-12 meet to help each other with the process, it is best to have a designated facilitator or 2. The goal for each member of your group is to find a direction or intention for their retirement and create multiple options for how to fulfill that intention. Even though everyone has the same goal, the needs, motivators, attitudes, strengths, fears, degree of openness or rigidity, vocabulary, resilience, etc., will be different. The magic a facilitator performs is to turn all those individual differences into assets that contribute to each group member's retirement plans. The Workbook includes 22 activities which individuals complete alone prior to each meeting. During the meetings facilitated discussions and other activities provide opportunities for the group to coach each other. The full wisdom of the group manifests in each member's retirement choices. The Leader's Guide has full descriptions for how to get the most out of each of these discussions and activities. When you stand up in front of a group of people no matter what the topic or type of presentation, it can be nerve wracking. Even though you believe bringing a group of people together to create a retirement plan is a great idea on multiple levels, the thought of taking on the role of facilitator could be enough to persuade you it isn't. The leader guide is meant to assuage those fears by providing you with a detailed "map" of your group's travels through Circle Back to Your Dreams. Here's something the leader guide provides to help you right away. As a facilitator, you are not the expert. The people who you stand in front of are the experts but they don't know it. Your job is to elicit the expertise that is, collectively, theirs. The leader's guide provides you with the "tools" for how to do this. Your role as facilitator is like a conductor of an orchestra. The musicians in an orchestra contribute to an overall sound they could not make alone. The conductor does not know how to play all those instruments. He or she has a score (like a Leader Guide) that provides all the various parts to the music. It is the conductors job to make it all coalesce. As a facilitator, you are the conductor of the Leader's Guide which enables your group members to make beautiful retirements together. One element that makes coaching so powerful is the accountability it provides the coachee. Knowing that others are counting on your contributions for their retirement success creates an obligation. When a facilitator communicates this to their group, the whole forum becomes a partnership. It transcends being a workshop. It's a beautiful thing to behold. The Leader's Guide uses theory and techniques from the book, Effective Group Coaching by Jennifer Britton. Jennifer writes, "Group coaching is often as important as the interaction with a coach. Many clients find the process "less on the spot," giving them more time to reflect and integrate their insights." A preview portion of the guide is available for you to read on our website at www.BOOMERangsRetirementtCoach.com. A free 30-minute consultation about the Leader's Guide is available by appointment upon purchase of the book.
Publisher: Createspace Independent Publishing Platform
ISBN: 9781545236123
Category :
Languages : en
Pages : 114
Book Description
This Leader's Guide is used to help faciliate the activities in the Boomerangs Circle Back to Your Dreams Self-Coaching Workbook. Circle Back to Your Dreams is a coaching process designed by Jeffrey Jans and Mickie Schroeder which enables you to "let go" of your career or profession, reconnect with or determine your life's purpose, and find the method or vehicle that will fulfill that purpose. The result is a "retirement" where each day you are engaged in something meaningful and significant to you. When a small group of no more than 10-12 meet to help each other with the process, it is best to have a designated facilitator or 2. The goal for each member of your group is to find a direction or intention for their retirement and create multiple options for how to fulfill that intention. Even though everyone has the same goal, the needs, motivators, attitudes, strengths, fears, degree of openness or rigidity, vocabulary, resilience, etc., will be different. The magic a facilitator performs is to turn all those individual differences into assets that contribute to each group member's retirement plans. The Workbook includes 22 activities which individuals complete alone prior to each meeting. During the meetings facilitated discussions and other activities provide opportunities for the group to coach each other. The full wisdom of the group manifests in each member's retirement choices. The Leader's Guide has full descriptions for how to get the most out of each of these discussions and activities. When you stand up in front of a group of people no matter what the topic or type of presentation, it can be nerve wracking. Even though you believe bringing a group of people together to create a retirement plan is a great idea on multiple levels, the thought of taking on the role of facilitator could be enough to persuade you it isn't. The leader guide is meant to assuage those fears by providing you with a detailed "map" of your group's travels through Circle Back to Your Dreams. Here's something the leader guide provides to help you right away. As a facilitator, you are not the expert. The people who you stand in front of are the experts but they don't know it. Your job is to elicit the expertise that is, collectively, theirs. The leader's guide provides you with the "tools" for how to do this. Your role as facilitator is like a conductor of an orchestra. The musicians in an orchestra contribute to an overall sound they could not make alone. The conductor does not know how to play all those instruments. He or she has a score (like a Leader Guide) that provides all the various parts to the music. It is the conductors job to make it all coalesce. As a facilitator, you are the conductor of the Leader's Guide which enables your group members to make beautiful retirements together. One element that makes coaching so powerful is the accountability it provides the coachee. Knowing that others are counting on your contributions for their retirement success creates an obligation. When a facilitator communicates this to their group, the whole forum becomes a partnership. It transcends being a workshop. It's a beautiful thing to behold. The Leader's Guide uses theory and techniques from the book, Effective Group Coaching by Jennifer Britton. Jennifer writes, "Group coaching is often as important as the interaction with a coach. Many clients find the process "less on the spot," giving them more time to reflect and integrate their insights." A preview portion of the guide is available for you to read on our website at www.BOOMERangsRetirementtCoach.com. A free 30-minute consultation about the Leader's Guide is available by appointment upon purchase of the book.
Boomerangs Retirement Life Planning Self-coaching
Author: Jeffrey Jans
Publisher: Createspace Independent Publishing Platform
ISBN: 9781539850267
Category :
Languages : en
Pages : 68
Book Description
People say, "I'll never retire!" What they mean is they'll never stop working at something. Whether it is to keep making money and/or do something meaningful and significant, what that "something" is can be elusive. The goal of Circle Back to Your Dreams coaching is to help you find that which is uniquely yours to be and do. For those with only vague ideas of spending time with grandchildren, golfing, or traveling the retirement "honeymoon" can quickly evaporate into boredom and depression. Therefore, we encourage you to get as intentional about your Retirement Life as you are about your finances! Much more than income needs to be replaced when a person retires. Circle Back to Your Dreams is a retirement coaching process which enables you to "let go" of your career or profession, reconnect with or determine your life's purpose, and find the method or vehicle that will fulfill that purpose. The result is a "retirement" where each day you are engaged in something meaningful and significant to you. This 72 page, Self-Coaching Retirement Planning Workbook is filled with 22 activities designed to guide you through the process of circling back to your dreams and creating a retirement life that is uniquely yours. Millions of people have successfully retired in the past and did so without the benefit of coaching (either with an actual coach or from a workbook). Millions more have struggled. BOOMERangs Circle Back to Your Dreams does not prescribe what a successful retirement is. It is a process that leads you to create, discover, refine and implement a retirement that is right for you. Whether you are an individual, a couple or are part of a group of like-minded boomers, read and do the activities in each section of this coaching workbook and capture your responses on the pages provided. There are 4 sections to the workbook. 1.Introduction: The Shift to Retirement 2.Break from Career or Profession 3.Take a Productive Pause 4.Make a Fresh Start Within each section are activities that, when totally completed, will result in a direction or intention for your retirement and options for you to fulfill that self-chosen purpose. Four easy steps to a rewarding retirement! Really? Why, if it's that simple, are workbooks and coaching necessary? If you have the discipline combined with the imagination, determination and skill to ask yourself the right, hard questions, it may not be needed. Most people don't have all of these traits. So for the best results, we recommend you share your learnings and revelations from these activities with a coach or accountability partner such as a spouse, friend, family or colleague. Or create a group of like-minded individuals going through the same process as you. Your accountability partner(s) will help you to convert dreams into reality. When your "yeah, but" gets in your way, your accountability partner helps to keep you focused on your original dream and keeps your fire lit! Organizations and financial advisors will find this Retirement Life Planning workbook the perfect tool for helping employees and clients be intentional about their retirement life planning as they transition from career. With the purchase of this workbook, Jeffery Jans or Mickie Schroeder will provide a 30-minute complimentary coaching consultation. Visit www.BOOMERangsRetirementCoach.com to schedule your session.
Publisher: Createspace Independent Publishing Platform
ISBN: 9781539850267
Category :
Languages : en
Pages : 68
Book Description
People say, "I'll never retire!" What they mean is they'll never stop working at something. Whether it is to keep making money and/or do something meaningful and significant, what that "something" is can be elusive. The goal of Circle Back to Your Dreams coaching is to help you find that which is uniquely yours to be and do. For those with only vague ideas of spending time with grandchildren, golfing, or traveling the retirement "honeymoon" can quickly evaporate into boredom and depression. Therefore, we encourage you to get as intentional about your Retirement Life as you are about your finances! Much more than income needs to be replaced when a person retires. Circle Back to Your Dreams is a retirement coaching process which enables you to "let go" of your career or profession, reconnect with or determine your life's purpose, and find the method or vehicle that will fulfill that purpose. The result is a "retirement" where each day you are engaged in something meaningful and significant to you. This 72 page, Self-Coaching Retirement Planning Workbook is filled with 22 activities designed to guide you through the process of circling back to your dreams and creating a retirement life that is uniquely yours. Millions of people have successfully retired in the past and did so without the benefit of coaching (either with an actual coach or from a workbook). Millions more have struggled. BOOMERangs Circle Back to Your Dreams does not prescribe what a successful retirement is. It is a process that leads you to create, discover, refine and implement a retirement that is right for you. Whether you are an individual, a couple or are part of a group of like-minded boomers, read and do the activities in each section of this coaching workbook and capture your responses on the pages provided. There are 4 sections to the workbook. 1.Introduction: The Shift to Retirement 2.Break from Career or Profession 3.Take a Productive Pause 4.Make a Fresh Start Within each section are activities that, when totally completed, will result in a direction or intention for your retirement and options for you to fulfill that self-chosen purpose. Four easy steps to a rewarding retirement! Really? Why, if it's that simple, are workbooks and coaching necessary? If you have the discipline combined with the imagination, determination and skill to ask yourself the right, hard questions, it may not be needed. Most people don't have all of these traits. So for the best results, we recommend you share your learnings and revelations from these activities with a coach or accountability partner such as a spouse, friend, family or colleague. Or create a group of like-minded individuals going through the same process as you. Your accountability partner(s) will help you to convert dreams into reality. When your "yeah, but" gets in your way, your accountability partner helps to keep you focused on your original dream and keeps your fire lit! Organizations and financial advisors will find this Retirement Life Planning workbook the perfect tool for helping employees and clients be intentional about their retirement life planning as they transition from career. With the purchase of this workbook, Jeffery Jans or Mickie Schroeder will provide a 30-minute complimentary coaching consultation. Visit www.BOOMERangsRetirementCoach.com to schedule your session.
The Lawyer's Retirement Planning Guide
Author: Susan A. Berson
Publisher: American Bar Association
ISBN: 9781604427158
Category : Business & Economics
Languages : en
Pages : 280
Book Description
This practical book provides guidance on investing your money to produce sufficient funds for the lifestyle you want to lead, and then on managing your retirement withdrawals so that your money will last you a lifetime. You'll discover how you can combat inflation, plan for expenses, and protect against overall portfolio risks.
Publisher: American Bar Association
ISBN: 9781604427158
Category : Business & Economics
Languages : en
Pages : 280
Book Description
This practical book provides guidance on investing your money to produce sufficient funds for the lifestyle you want to lead, and then on managing your retirement withdrawals so that your money will last you a lifetime. You'll discover how you can combat inflation, plan for expenses, and protect against overall portfolio risks.
The Single Woman's Guide to Retirement
Author: Jan Cullinane
Publisher: John Wiley & Sons
ISBN: 1118283007
Category : Business & Economics
Languages : en
Pages : 182
Book Description
AWARDS: Silver Living Now Book Award, Mature Living/Aging 2014 (Silver) If you’re one of the 25 million single women over the age of 45 living in the United States today, AARP’s The Single Woman’s Guide to Retirement is your new best friend. Walking you through the challenges of retired or pre-retired life, from managing your finances to staying healthy in body, mind, and spirit, dealing with divorce, and even looking for love or work, the book covers the issues that really matter to you. Whether you’re looking for a retirement home or planning a cruise, this book is packed with specific details to help take the guesswork out of retirement. Author and retirement expert Jan Cullinane has gathered real-life stories from women just like you to illustrate your options and give you fresh new ideas about how to make the most of your retirement years.
Publisher: John Wiley & Sons
ISBN: 1118283007
Category : Business & Economics
Languages : en
Pages : 182
Book Description
AWARDS: Silver Living Now Book Award, Mature Living/Aging 2014 (Silver) If you’re one of the 25 million single women over the age of 45 living in the United States today, AARP’s The Single Woman’s Guide to Retirement is your new best friend. Walking you through the challenges of retired or pre-retired life, from managing your finances to staying healthy in body, mind, and spirit, dealing with divorce, and even looking for love or work, the book covers the issues that really matter to you. Whether you’re looking for a retirement home or planning a cruise, this book is packed with specific details to help take the guesswork out of retirement. Author and retirement expert Jan Cullinane has gathered real-life stories from women just like you to illustrate your options and give you fresh new ideas about how to make the most of your retirement years.
It's Your Time
Author: Donna McCaw
Publisher: BPS Books
ISBN: 1772360392
Category : Business & Economics
Languages : en
Pages : 172
Book Description
According to retirement expert Donna McCaw, successful retirees approach their retirement the way an experienced outdoors person approaches a canoe trip, by over-preparing and then going with the flow. Like a canoe trip, retirement can be both safe and exciting, and retirement expert Donna McCaw shows readers how in this practical and entertaining book, now fully revised and updated. It’s Your Time focuses on retirement advice for Canadians, but its principles are applicable to retirees anywhere. McCaw shows how you can plan the retirement that fits you — how you can enter this fulfilling time of your life with confidence and flexibility, prepared for some pleasant surprises. It's Your Time gives you a heads-up in the areas of: GETTING STARTED — The emotional issues you need to consider before you make the leap into retirement FINANCES — The importance of knowing the financial facts about retirement, including your current worth and your cash flow now and during the stages of retirement HEALTH AND WELLNESS — The top health issues affecting women and men and how to prevent or manage them; understanding the aging process; the financial considerations of health care LIFESTYLE — Passive vs. active leisure and the value of volunteering RELATIONSHIPS — The importance of keeping in touch with family and friends and understanding the next steps for your relationships TRANSITIONS — Considerations for managing the first year of retirement; how some retirees "revocate, relocate, and regenerate”; the secrets of the successfully retired The author concludes her one-stop guide with a section of resources to help you plan for what is truly your time, your retirement years. Donna McCaw (B.A., M.Ed.) retired at age fifty-four after a career in education and counseling at high schools and colleges and with Adult Education programs. She is a speaker and workshop presenter on Retirement Readiness, Retirement Planning for Women, and other topics. Her writing and presentations are straightforward, down to earth, and accessible as well as spirited and fun. Donna lives in Elora, Ontario.
Publisher: BPS Books
ISBN: 1772360392
Category : Business & Economics
Languages : en
Pages : 172
Book Description
According to retirement expert Donna McCaw, successful retirees approach their retirement the way an experienced outdoors person approaches a canoe trip, by over-preparing and then going with the flow. Like a canoe trip, retirement can be both safe and exciting, and retirement expert Donna McCaw shows readers how in this practical and entertaining book, now fully revised and updated. It’s Your Time focuses on retirement advice for Canadians, but its principles are applicable to retirees anywhere. McCaw shows how you can plan the retirement that fits you — how you can enter this fulfilling time of your life with confidence and flexibility, prepared for some pleasant surprises. It's Your Time gives you a heads-up in the areas of: GETTING STARTED — The emotional issues you need to consider before you make the leap into retirement FINANCES — The importance of knowing the financial facts about retirement, including your current worth and your cash flow now and during the stages of retirement HEALTH AND WELLNESS — The top health issues affecting women and men and how to prevent or manage them; understanding the aging process; the financial considerations of health care LIFESTYLE — Passive vs. active leisure and the value of volunteering RELATIONSHIPS — The importance of keeping in touch with family and friends and understanding the next steps for your relationships TRANSITIONS — Considerations for managing the first year of retirement; how some retirees "revocate, relocate, and regenerate”; the secrets of the successfully retired The author concludes her one-stop guide with a section of resources to help you plan for what is truly your time, your retirement years. Donna McCaw (B.A., M.Ed.) retired at age fifty-four after a career in education and counseling at high schools and colleges and with Adult Education programs. She is a speaker and workshop presenter on Retirement Readiness, Retirement Planning for Women, and other topics. Her writing and presentations are straightforward, down to earth, and accessible as well as spirited and fun. Donna lives in Elora, Ontario.
Don't Be A Boomerang Kid
Author: Jacqueline L. Jones
Publisher: Xlibris Corporation
ISBN: 145350737X
Category : Self-Help
Languages : en
Pages : 38
Book Description
Don ́t Be a Boomerang Kid: A Young Adult ́s Guide to Success is a motivational and practical guide for teenagers and young adults preparing to leave home. It takes them on a journey in which they explore personal relationships, careers, personal finances, spiritual growth, and helping others along the way. The book reminds them that they must prepare themselves for life ́s journey. Don ́t Be a Boomerang Kid doesn ́t mean they can ́t go home for help and guidance. It means that they should not leave home unprepared for the paths that they may follow.
Publisher: Xlibris Corporation
ISBN: 145350737X
Category : Self-Help
Languages : en
Pages : 38
Book Description
Don ́t Be a Boomerang Kid: A Young Adult ́s Guide to Success is a motivational and practical guide for teenagers and young adults preparing to leave home. It takes them on a journey in which they explore personal relationships, careers, personal finances, spiritual growth, and helping others along the way. The book reminds them that they must prepare themselves for life ́s journey. Don ́t Be a Boomerang Kid doesn ́t mean they can ́t go home for help and guidance. It means that they should not leave home unprepared for the paths that they may follow.
Plan
Author: Scott Carty
Publisher: WestBow Press
ISBN: 1512797499
Category : Business & Economics
Languages : en
Pages : 147
Book Description
How much money do you need to be able to retire and stay retired for the rest of your life? There is a wealth of information this book will share with you. With questions about Social Security benefits, pensions becoming a thing of the past, and continuing market volatility, financial planning is more crucial than ever! But financial planning is not the only thing that you will learn in this book. You will learn about your financial options. Prepare to be equipped with the knowledge you need to properly and confidently plan for your retirement.
Publisher: WestBow Press
ISBN: 1512797499
Category : Business & Economics
Languages : en
Pages : 147
Book Description
How much money do you need to be able to retire and stay retired for the rest of your life? There is a wealth of information this book will share with you. With questions about Social Security benefits, pensions becoming a thing of the past, and continuing market volatility, financial planning is more crucial than ever! But financial planning is not the only thing that you will learn in this book. You will learn about your financial options. Prepare to be equipped with the knowledge you need to properly and confidently plan for your retirement.
The Boomerang of Wealth
Author: Pierre Pambou Tsitsi
Publisher: Balboa Press
ISBN: 1982297220
Category : Self-Help
Languages : en
Pages : 103
Book Description
"A great book. Hopefully it will inspire few people who read it." --Alok Sharma In this second book by Pierre Pambou Tsitsi, the Boomerang of Wealth introduces the spirit of opulence and explains how to manifest it every day of your life until your last breath. His first book, Your Vision from The Hunter Out of Africa was an inspiration for how to take the reader from the brink of possibility to the path of opportunity. This current book extends on these concepts. He discusses how the boomerang of wealth is the mechanism for opulence and abundance in your life. As you may have realised, the pursuit and accumulation of external things does not always bring about the sense of happiness and fulfilment that you desire. As you move through this book, you will come to understand how the projection of your own wealth expands to those around you and how it can touch millions and billions of people. What you achieve or don’t achieve is in your own hands.
Publisher: Balboa Press
ISBN: 1982297220
Category : Self-Help
Languages : en
Pages : 103
Book Description
"A great book. Hopefully it will inspire few people who read it." --Alok Sharma In this second book by Pierre Pambou Tsitsi, the Boomerang of Wealth introduces the spirit of opulence and explains how to manifest it every day of your life until your last breath. His first book, Your Vision from The Hunter Out of Africa was an inspiration for how to take the reader from the brink of possibility to the path of opportunity. This current book extends on these concepts. He discusses how the boomerang of wealth is the mechanism for opulence and abundance in your life. As you may have realised, the pursuit and accumulation of external things does not always bring about the sense of happiness and fulfilment that you desire. As you move through this book, you will come to understand how the projection of your own wealth expands to those around you and how it can touch millions and billions of people. What you achieve or don’t achieve is in your own hands.
Comprehensive Financial Planning Strategies for Doctors and Advisors
Author: David Edward Marcinko
Publisher: CRC Press
ISBN: 1482240289
Category : Business & Economics
Languages : en
Pages : 748
Book Description
Drawing on the expertise of multi-degreed doctors, and multi-certified financial advisors, Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical PlannersTM will shape the industry landscape for the next generation as the current ecosystem strives to keep pace. Traditional generic products and sales-driven advice will yield to a new breed of deeply informed financial advisor or Certified Medical PlannerTM. The profession is set to be transformed by "cognitive-disruptors" that will significantly impact the $2.8 trillion healthcare marketplace for those financial consultants serving this challenging sector. There will be winners and losers. The text, which contains 24 chapters and champions healthcare providers while informing financial advisors, is divided into four sections compete with glossary of terms, CMPTM curriculum content, and related information sources. For ALL medical providers and financial industry practitioners For NEW medical providers and financial industry practitioners For MID-CAREER medical providers and financial industry practitioners For MATURE medical providers and financial industry practitioners Using an engaging style, the book is filled with authoritative guidance and healthcare-centered discussions, providing the tools and techniques to create a personalized financial plan using professional advice. Comprehensive coverage includes topics likes behavioral finance, modern portfolio theory, the capital asset pricing model, and arbitrage pricing theory; as well as insider insights on commercial real estate; high frequency trading platforms and robo-advisors; the Patriot and Sarbanes–Oxley Acts; hospital endowment fund management, ethical wills, giving, and legacy planning; and divorce and other special situations. The result is a codified "must-have" book, for all health industry participants, and those seeking advice from the growing cadre of financial consultants and Certified Medical PlannersTM who seek to "do well by doing good," dispensing granular physician-centric financial advice: Omnia pro medicus-clientis. RAISING THE BAR The informed voice of a new generation of fiduciary advisors for healthcare
Publisher: CRC Press
ISBN: 1482240289
Category : Business & Economics
Languages : en
Pages : 748
Book Description
Drawing on the expertise of multi-degreed doctors, and multi-certified financial advisors, Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical PlannersTM will shape the industry landscape for the next generation as the current ecosystem strives to keep pace. Traditional generic products and sales-driven advice will yield to a new breed of deeply informed financial advisor or Certified Medical PlannerTM. The profession is set to be transformed by "cognitive-disruptors" that will significantly impact the $2.8 trillion healthcare marketplace for those financial consultants serving this challenging sector. There will be winners and losers. The text, which contains 24 chapters and champions healthcare providers while informing financial advisors, is divided into four sections compete with glossary of terms, CMPTM curriculum content, and related information sources. For ALL medical providers and financial industry practitioners For NEW medical providers and financial industry practitioners For MID-CAREER medical providers and financial industry practitioners For MATURE medical providers and financial industry practitioners Using an engaging style, the book is filled with authoritative guidance and healthcare-centered discussions, providing the tools and techniques to create a personalized financial plan using professional advice. Comprehensive coverage includes topics likes behavioral finance, modern portfolio theory, the capital asset pricing model, and arbitrage pricing theory; as well as insider insights on commercial real estate; high frequency trading platforms and robo-advisors; the Patriot and Sarbanes–Oxley Acts; hospital endowment fund management, ethical wills, giving, and legacy planning; and divorce and other special situations. The result is a codified "must-have" book, for all health industry participants, and those seeking advice from the growing cadre of financial consultants and Certified Medical PlannersTM who seek to "do well by doing good," dispensing granular physician-centric financial advice: Omnia pro medicus-clientis. RAISING THE BAR The informed voice of a new generation of fiduciary advisors for healthcare
The Boomerang
Author: James S. Barcus
Publisher:
ISBN:
Category : Campaign literature
Languages : en
Pages : 208
Book Description
Publisher:
ISBN:
Category : Campaign literature
Languages : en
Pages : 208
Book Description