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Advising Mature Clients

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Cutler, Neal E. 作者
John Wiley & Sons Inc
譯者
2002-3 出版日期
248 頁數
361.00元 價格
HRD
叢書系列
9780471414704 圖書編碼

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Advising Mature Clients 在線電子書 epub 下載 mobi 下載 pdf 下載 txt 下載 2024

Advising Mature Clients 在線電子書 epub 下載 pdf 下載 mobi 下載 txt 下載 2024

Advising Mature Clients 在線電子書 pdf 下載 txt下載 epub 下載 mobi 下載 2024



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Advising Mature Clients 在線電子書 pdf 下載 txt下載 epub 下載 mobi 在線電子書下載

Advising Mature Clients 在線電子書 圖書描述

FINANCIAL PLANNING FOR THE CHANGING NEEDS OF AN AGING SOCIETY "Cutler has hit a financial literacy home run. He has done an outstanding job of educating the professional working with the mature market about the psychology and complexity of the Wealth Span and about the financial issues and products that figure prominently in executing a successful strategy for older clients and families. This book is about as comprehensive as you can get for understanding the nuances of financial planning for mature consumers. It is filled with information, insight, resources, and (thankfully!) humor!" -John N. Migliaccio, PhD, President, Maturity Mark Services Co. "Learning across disciplines will be the way of the future. Dr. Cutler is in the unique position to authoritatively discuss advising mature clients from both the gerontological and financial planning perspectives. This latest in the Lasser Pro Series is sure to be a must for anyone who wants to do holistic financial planning for older clients." -Kenn Beam Tacchino, JD, LLM, Professor of Taxation and Financial Planning, Widener University; Editor, Journal of Financial Service Professionals "Dr. Cutler has written a cutting-edge guide for the myriad professionals who advise mature clients and adult children of older parents. His book is timely, much needed, and will undoubtedly become the definitive reference for practitioners and students of aging and the economics of aging." -Lois A. Vitt, PhD, Director, Institute for Socio-Financial Studies; Editor-in-Chief, Encyclopedia of Financial Gerontology "Dr. Cutler has provided a valuable resource to those of us in the financial industry. He has provided clear, concise commentary on the issues facing our aging population with actionable suggestions for the financial advisor. I highly recommend it to my fellow professionals." -Kelly B. Auslander, CFP, President, American Financial Advisors, Inc. Please visit our Web site at www.jklasser.com

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