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Don't Let Your Clients Eat Dog Food When They're Old!: A Financial Professional's Guide to Retirement Cash Flow Management - Brossura
No hard-working American wants to resort to eating dog food when they are old. With approximately seventy-eight million Americans in the baby boom generation and nearly half of them with little or nothing in retirement accounts, this can be a challenging time for the financial advisors, tax attorneys, certified public accountants, and insurance sales associates in charge of retirement planning for a diverse clientele. In his guidebook, Roger Roemmich presents an integrated approach to client retirement planning and management that demonstrates how to fit all the pieces of the puzzle together to create a sound action plan while advising clients before and after retirement.
Roemmich-with four decades of experience in the financial arena-shares his time-tested advice that includes tools for assessing retirement readiness with his unique CAMP score, educational handouts for clients, and detailed case studies that illustrate core concepts on integrating investment strategies with strategic planning regarding Social Security timing, Medicare supplemental insurance, and long-term care options.
Don't Let Your Clients Eat Dog Food When They're Old! provides financial planners with valuable wisdom and innovative tips intended to help future retirees in their quest for freedom and quality of life during their golden years.
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L'autore:
Roger Roemmich earned a PhD from Michigan State University. He is a certified public accountant, financial planner, and long-term care professional who has nearly four decades of experience in the financial arena. He currently works as chief investment officer for ROKA Wealth Strategists and resides in Roswell, Georgia.
Le informazioni nella sezione "Su questo libro" possono far riferimento a edizioni diverse di questo titolo.
- EditoreiUniverse
- Data di pubblicazione2014
- ISBN 10 1491743719
- ISBN 13 9781491743713
- RilegaturaCopertina flessibile
- Numero di pagine288
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Don't Let Your Clients Eat Dog Food When They're Old!: A Financial Professional's Guide to Retirement Cash Flow Management
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ISBN 10: 1491743719
ISBN 13: 9781491743713
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Don't Let Your Clients Eat Dog Food When They're Old! : A Financial Professional's Guide to Retirement Cash Flow Management
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Descrizione libro Taschenbuch. Condizione: Neu. nach der Bestellung gedruckt Neuware - Printed after ordering - No hard-working American wants to resort to eating dog food when they are old. With approximately seventy-eight million Americans in the baby boom generation and nearly half of them with little or nothing in retirement accounts, this can be a challenging time for the financial advisors, tax attorneys, certified public accountants, and insurance sales associates in charge of retirement planning for a diverse clientele. In his guidebook, Roger Roemmich presents an integrated approach to client retirement planning and management that demonstrates how to fit all the pieces of the puzzle together to create a sound action plan while advising clients before and after retirement. Roemmich-with four decades of experience in the financial arena-shares his time-tested advice that includes tools for assessing retirement readiness with his unique CAMP score, educational handouts for clients, and detailed case studies that illustrate core concepts on integrating investment strategies with strategic planning regarding Social Security timing, Medicare supplemental insurance, and long-term care options. Don't Let Your Clients Eat Dog Food When They're Old! provides financial planners with valuable wisdom and innovative tips intended to help future retirees in their quest for freedom and quality of life during their golden years. Codice articolo 9781491743713
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Descrizione libro Condizione: New. Dieser Artikel ist ein Print on Demand Artikel und wird nach Ihrer Bestellung fuer Sie gedruckt. KlappentextrnrnNo hard-working American wants to resort to eating dog food when they are old. With approximately seventy-eight million Americans in the baby boom generation and nearly half of them with little or nothing in retirement accounts, t. Codice articolo 447942367
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