Transitioning Clients and the Retirement Exit Decision PDF Download
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Author: Christine Timms
Publisher:
ISBN: 9781777314552
Category :
Languages : en
Pages : 0
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Book Description
Author: Christine Timms
Publisher:
ISBN: 9781777314552
Category :
Languages : en
Pages : 0
Get Book
Book Description
Author: Christine Timms
Publisher:
ISBN: 9781777314545
Category : Business & Economics
Languages : en
Pages : 152
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Book Description
This handbook contains three interrelated topics: 1. Seeking Group Referrals from Another Advisor, 2. Transitioning Your Clientele to Your Successor, 3. The Retirement Exit Decision
Author: William Reeb
Publisher: John Wiley & Sons
ISBN: 1940235588
Category : Business & Economics
Languages : en
Pages : 176
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Book Description
Is your firm poised for long-term success and viability? Do you even know what that looks like for your firm? The reality is that most CPA firms have their work cut out for them if they want exiting partners to retire comfortably and future leaders to flourish. In the new edition of this popular book and its companion workbook, Reeb and Cingoranelli impart the same no-nonsense advice on succession planning and management that they share with their clients, providing you with the benefits of their years of experience, research, and methodologies. Volume 1 covers fundamental succession and management concepts to ensure that every partner and manager is on the same page and working toward a shared vision. After reading this book you will be able to: Take steps to maximize your firm’s value Shore up your business strategy and operations Remove personal preferences and entitlements from partner discussions Build a strong partner group Ensure your firm survives the departure of key people by creating or improving your succession plan, and more!
Author: Roger Whitney
Publisher: Morgan James Publishing
ISBN: 1683505743
Category : Business & Economics
Languages : en
Pages : 212
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Book Description
“A guide for planning that rich season of life, based not just on money, but also on how to create meaningful relationships, memories, and legacy.” —Dan Miller, author of 48 Days to the Work You Love Rock Retirement offers inspirational advice on how to enjoy the journey to retirement to its fullest. Traditional retirement advice usually boils down to saving more, sacrificing more, and settling for less. This approach makes people dependent on systems outside their control, such as the market, economy, and investment returns. The result: people lose power over determining their life. What sets Rock Retirement apart is its holistic approach to helping people take back control and act intentionally towards the life they want. It addresses the fears, hopes, and dreams that people have about retirement, goes way beyond the numbers, and shows them how to balance living well today and tomorrow. “Too many books think retirement is just about finances. Instead, retirement is about looking at life in full and working out what it is you want to do and then turning to finances to make it happen. That’s exactly the focus of the practical and helpful guide.” —Andrew Scott, coauthor of The 100-Year Life “Roger Whitney lays out a plan for today’s modern retiree. If you are exhausted with being fed that retirement is the end game of life, then Roger’s book is a must-read!” —Darryl W. Lyons, author of 18 to 80 “If you’re dreaming of a retirement free of worry, chao and confusion, Rock Retirement will give you the clarity, a solid plan and fresh inspiration to help you get where you want to go.” —Jevonnah “Lady J” Ellison, author of Love Letters for Leading Ladies
Author: Patricia Howard
Publisher: John Wiley & Sons
ISBN: 073039090X
Category : Business & Economics
Languages : en
Pages : 199
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Book Description
Learn to take control of your finances and your retirement with this one-stop Australian financial planning bible Have you ever wondered if you have enough money to make it through retirement? The No-Regrets Retirement Guide: How to Live Well, Invest Wisely and Make Your Money Last provides readers with a definitive answer to that question, as well as many others you may have always wanted to ask. Qualified financial planner and author Patricia Howard offers no-nonsense guidance on what it takes to get you to, and through, retirement. You’ll learn how to: Develop a positive and productive mindset as you enter retirement Take control of your finances, regardless of how much money you make or have Learn how to live on invested income rather than earned income Understand and learn to avoid the biggest pitfalls people commonly encounter as they approach retirement Perfect for people entering or already in retirement, The No-Regrets Retirement Guide also belongs on the bookshelves of anyone interested in ensuring they are in a financial position to enjoy their golden years.
Author: Michael J Zwecher
Publisher: Wiley + ORM
ISBN: 0470585625
Category : Business & Economics
Languages : en
Pages : 246
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Book Description
A “very practical” guide for finance professionals on creating and managing retirement portfolios (Journal of Pensions, Economics and Finance). Retirement is one of the most important parts of the financial planning process, yet only two percent of financial advisors describe themselves as competent at it. But the demand is only growing as baby boomers move toward this new phase of life. It is imperative that financial advisors be equipped and ready. That's why Michael Zwecher—a leading expert on retirement income—has created Retirement Portfolios, which: Examines how portfolios should be prepped in advance so that the transition from “working” portfolio to retirement portfolio is smooth and seamless Outlines how to create a portfolio that will provide income, continue to generate growth, and protect assets from disaster Details the differences in managing a retirement portfolio versus managing portfolios during asset accumulation years The ability to create appropriate retirement portfolios and manage their risks are skills you must possess to be an effective financial advisor. Retirement Portfolios will help you develop these essential skills and gain a better understanding of the entire process.
Author: CFP Board
Publisher: John Wiley & Sons
ISBN: 1119095026
Category : Business & Economics
Languages : en
Pages : 944
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Book Description
The official guide for exam success and career excellence Financial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. This book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. Financial Planning Competency Handbook, Second Edition guides you from student to practitioner and far beyond, with the information you need when you need it.
Author: CFP Board
Publisher: John Wiley & Sons
ISBN: 111909500X
Category : Business & Economics
Languages : en
Pages : 944
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Book Description
The official CFP guide for career excellence CFP Board Financial Planning Competency Handbook is the essential reference for those at any stage of CFP certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. The only official CFP Board handbook on the market, this book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. CFP Board Financial Planning Competency Handbook guides you from student to practitioner and far beyond, with the information you need when you need it.
Author: CFP Board
Publisher: John Wiley & Sons
ISBN: 1118677633
Category : Business & Economics
Languages : en
Pages : 555
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Book Description
Whether you’re studying to become a financial planner or a practitioner looking for a comprehensive reference to help serve your clients' needs, this is the ultimate guide. Developed by Certified Financial Planner Board of Standards, Inc. (CFP Board), the Financial Planning Competency Handbook gives you everything you need to meet the daily challenges of your current or future profession. This all-inclusive handbook covers the entire list of nearly 90 vital topics on integrated financial planning, including such major components as: General Principles of Finance and Financial Planning Insurance Planning Employee Benefits Planning Investment and Securities Planning State and Federal Income Tax Planning Estate Tax, Gift Tax, and Transfer Tax Planning Retirement Planning Estate Planning Principles of Communication and Counseling And more
Author: Cindy L Juntunen
Publisher: SAGE
ISBN: 9780761923954
Category : Psychology
Languages : en
Pages : 516
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Book Description
Counseling Across the Lifespan expands the perimeters of counseling with its emphasis on preventive techniques for adjustment problems in the lifespan of a normal individual. This cogent work focuses on counseling intervention strategies from the unique perspective of an individual’s lifespan, placing techniques in the proper development context. By concentrating on life stages—from childhood through old age—the authors identify the nature and origin of various psychological issues such as self-identity and healthy lifestyle development in adolescents, family violence in young adults, or retirement transitions for older adults. The intervention tools needed to confront these issues are presented through succinct pedagogical features including case examples, checklists for evaluating clients, and exercises.
