Search results for: “Estate Planning”
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Future-Proof Your Finances: The Ultimate Guide to Retirement and Estate Planning for Long-Term Wealth and Security (2-in-1…
Price: $34.09 “Future-Proof Your Finances” is your essential guide to fortifying your financial future through careful retirement and estate planning. This all-inclusive handbook is a two-part collection of Boswell’s “Retirement Planning for Beginners” and “Estate Planning for Beginners.” Whether you’re just embarking on your savings journey or mulling over your legacy’s best distribution, this book…
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The Australian Guide to Wills and Estate Planning: How to Plan, Protect and Distribute Your Estate
Price: $26.91 Where will your wealth be directed when you’re no longer here? Enjoy peace of mind for yourself and your loved ones through effective and current estate planning. The Australian Guide to Wills and Estate Planning is your comprehensive tool for directing your wealth to chosen beneficiaries, preventing family disputes, and safeguarding your financial…
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Personal Financial Planning (Mcgraw-hill / Irwin Series in Finace, Insurance, and Real Estate)
Price: $92.30 Personal Financial Planning introduces an unprecedented level of analytical sophistication to this rapidly evolving field. Tailored for financial professionals, this book employs a unique framework that not only simplifies the complex material for students but also serves as a foundation for further research and innovation within the discipline. Altfest’s pioneering Total Portfolio Management…
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Prospera Financial Services Launches ‘Planning Your Way’ Program
Dallas-based Prospera Financial Services recently introduced a new financial planning service called “Planning Your Way,” offering four distinct service models. These models provide various levels of support from Prospera’s paraplanner team, aiming to meet the diverse needs of their affiliated advisors and clients. Financial Planning A Complete Guide – 2021 Edition | $171.82 The program…
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2025 Retirement Planning: Navigating Challenges with Financial Advisors
Retirement planning in 2025 presents a unique set of challenges for today’s retirees due to market volatility, political changes, rising expenses, and healthcare considerations. A study by Allianz Life reveals that the fear of running out of money surpasses the fear of death for 64% of Americans. Financial advisors play a crucial role in helping…
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Paraplanning Profession Undervalued, Initiatives Reshape Financial Careers
The paraplanning profession, as highlighted by Cathi Harrison, owner of The Verve Group and Para-Sols, is currently undervalued, with job opportunities often overlooked. Over the past decade, a decline in the recognition and promotion of paraplanning has been observed. Harrison’s experience in the field for 17 years has shown a lack of awareness about the…
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Paraplanning Evolution: Beyond SOAs to Strategic Financial Advisory Roles
Paraplanning is on the brink of significant evolution following the Quality of Advice Review’s recommendation to eliminate Statements of Advice (SOAs). This move is poised to reshape the landscape for paraplanners, as highlighted by Mutual Paraplanning Services. The Operational Excellence Library; Mastering Financial Planning Software | $109.97 Silvia Wade, the founder of Mutual Plans, expressed…
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Paraplanning’s Rising Significance in Financial Services: Industry Insights
Paraplanning has evolved into a distinct profession, shedding its previous image as a mere steppingstone into financial planning. Carla Brown, managing director of Oakmere Wealth Management, emphasized this transformation during the Chartered Symposium hosted by St James’s Place (SJP). She highlighted the significant role paraplanners now play within the financial services sector, with many choosing…
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Paraplanners Elevate Role to Strategic Partners in Financial Planning Evolution
Paraplanners have emerged as the backbone of financial advice firms, transcending traditional support roles to become strategic partners shaping firm efficiency and client strategies. Their evolution reflects the changing landscape of financial planning, where regulatory demands and client expectations are driving the need for specialized expertise. The Operational Excellence Library; Mastering Financial Planning Tools |…
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Planning Your Retirement Life – Secure Your Future NOW: A Woman’s 8-Step Guide to Financial Freedom, Even if You Have No M…
Price: $64.82 Overcome your financial fears and embrace a stress-free lifestyle with this indispensable guide to retirement planning. Many individuals globally, especially women, neglect retirement planning due to the erroneous belief that it’s unnecessary or beyond their reach. They often misuse their best years by spending carelessly, only to regret it later in life when…