Planning a Successful Future: Managing to Be Wealthy for Individuals and Their Advisors
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BookPal × TalezoPlanning a Successful Future
Planning a Successful Future empowers advisors and clients to take control of their money and manage their income to achieve their financial goals. Written by the father of fee-only financial planning, this book features real-life stories and examples from over three decades in the industry to illustrate how financial planning works and the best way to create your strategy. You'll learn how to identify and prioritize your goals, and why they're important—and how to get where you need to be for retirement, education, home ownership, and more. Practical exercises get you started on the right track, and useful checklists keep you organized and focused along the way. You'll get expert insight on risk management, allocation, tax reduction, estate planning, and more, as you develop your strategy and put it into action.
The financial services industry undergoes frequent changes, and financial planning specifically is affected to a high degree. Keeping up with the latest news and distinguishing trend from legitimate methodology can itself be a fulltime job. This book gives you the background you need to create a plan, and make the smart choices that will help you grow and protect your wealth.
- Create a realistic and goal-based financial plan
- Take a more proactive approach to your finances
- Identify your goals and how to achieve them
- Allocate investments appropriately for your situation
Financial planning is complex, with many variables to analyze and outside forces that can derail even the best laid plans. Planning a Successful Future gives you the information, tools, strategies, and insight you need to make the best decisions for your financial future.
Details
- Publisher
- Wiley
- Author
- John E. Sestina
- Format
- Hardcover
- Published
- Mar 21, 2016
- ISBN-13
- 9781119069126
- Pages
- 240
- Carton quantity
- 24 copies
- Printing
- Printed on demand
Planning a Successful Future for groups: pricing
Volume pricing applies automatically in your cart. No codes, no account needed.
| Copies | Price per copy | You save |
|---|---|---|
| 25 – 99 | $23.07 | 34% off list |
| 100 – 249 | $22.37 | 36% off list |
| 250 – 499 | $21.67 | 38% off list |
| 500 – 999 | $20.97 | 40% off list |
| 1,000+ | $20.27 | 42% off list |
Popular for
For new managers and leadership cohorts, a chapter per session.
A shared vocabulary for the whole organization.
A takeaway attendees will actually read, delivered to your venue.
Where can I buy 100 copies of Planning a Successful Future?
BookPal sells Planning a Successful Future in quantity. At 100 copies the price is $22.37 a copy, against a list price of $34.95, and the cart applies the volume tier automatically. Free shipping on most orders over $95 in the contiguous US. A specialist can quote a larger or mixed order.
- New books only, straight from the publisher
- Volume prices apply automatically in the cart, with no code needed
- Order at least 10 business days before you need the books (11 from mid-November through December)
What does Planning a Successful Future cost when I buy for a group?
Volume pricing applies automatically in your cart, with no code needed. Price per copy: 25 to 99 copies, $23.07 (34% off list); 100 to 249 copies, $22.37 (36% off list); 250 to 499 copies, $21.67 (38% off list); 500 to 999 copies, $20.97 (40% off list); 1,000+ copies, $20.27 (42% off list). Need a different quantity, or a quote to forward for approval? Ask a specialist and we will confirm pricing before you pay.
How fast can I get copies of Planning a Successful Future?
This title is printed on demand, so it needs production time before it ships. Need them by a specific date? Request a quote and we'll confirm timing before you pay.
Can you ship to several locations or people's homes?
Yes. We ship group orders to one address, to multiple sites, or to individual recipients, in the US and internationally. See fulfillment options.
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Planning a Successful Future: Managing to Be Wealthy for Individuals and Their Advisors
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