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| charles schwab financial advisor training program: Investment Advisor , 1995-07 |
| charles schwab financial advisor training program: The White Coat Investor James M. Dahle, 2014-01 Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a Backdoor Roth IRA and Stealth IRA to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place. - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research. - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books This book should be in every career counselor's office and delivered with every medical degree. - Rick Van Ness, Author of Common Sense Investing The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk. - Joe Jones, DO Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis. - Dennis Bethel, MD An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust. - Greg E Wilde, M.D Scroll up, click the buy button, and get started today! |
| charles schwab financial advisor training program: The Profit Zone Adrian J. Slywotzky, David J. Morrison, Bob Andelman, 2007-12-18 The book that answers the most fundamental question in business: Where Will I Make a Profit Tomorrow? Why do some companies create sustained, superior profits year after year? Why are they always far ahead of their competitors in discovering the ever-changing profit zones of their industry? Why do others languish as their traditional way of doing business turns into a no-profit zone? The Profit Zone provides the answers. It is a brilliant, original, and practical explanation of how and why high profit happens. |
| charles schwab financial advisor training program: Ernst & Young's Personal Financial Planning Guide Ernst & Young LLP, Martin Nissenbaum, Barbara J. Raasch, Charles L. Ratner, 2004-10-06 If you want to take control of your financial future and unlock thedoors to financial success, you must have a plan that will allowyou to find good investments, reduce taxes, beat inflation, andproperly manage money. Whether you're new to financial planning or a seasoned veteran,this updated edition of Ernst & Young's Personal FinancialPlanning Guide provides valuable information and techniques you canuse to create and implement a consistent personalized financialplan. It also takes into consideration the new tax rules thataffect home ownership, saving for college, estate planning, andmany other aspects of your financial life. Filled with in-depth insight and financial planning advice, thisunique guide can help you: * Set goals * Build wealth * Manage your finances * Protect your assets * Plan your estate and investments It will also show you how to maintain a financial plan inconjunction with life events such as: * Getting married * Raising a family * Starting your own business * Aging parents * Planning for retirement Financial planning is a never-ending process, and with Ernst &Young's Personal Financial Planning Guide, you'll learn how totailor a plan to help you improve all aspects of your financiallife. |
| charles schwab financial advisor training program: Living the Lighting Life Brad Schiller, 2020-09-28 Living the Lighting Life provides practical tools and advice for a successful career in entertainment lighting. This easy-to-navigate guide offers real-world examples and documentation from the author and key industry experts, giving readers a comprehensive overview of the lighting life. The book provides insight on: Different job opportunities in the entertainment lighting industry; Business procedures, contracts, time sheets, and invoices; Tips on self-promotion, networking, and continual learning; The lighting lifestyle, healthy living, and work-related travel; Maintaining and developing creativity to provide innovative lighting and solutions. With insightful interviews from industry veterans, Living the Lighting Life is a key navigational resource for anyone considering a career in entertainment lighting or just starting out. |
| charles schwab financial advisor training program: Renovating Retirement Charlie Jewett, 2016-05-01 The financial planning industry needs a spanking and I'm declaring myself the one to do it. I'm going to piss a lot of people off and I'm OK with that. I don't need you or anyone to like me. If you are an open-minded human being, interested in the truth, no matter how shocking it may be, you are going love this book. |
| charles schwab financial advisor training program: The Brand Gap Marty Neumeier, 2006 Using the visual language of the boardroom, Marty Neumeier presents the first unified theory of branding - a set of five disciplines to help companies bridge the gap between brand strategy and brand execution. Those with a grasp of branding will be inspired by what they find here, and those who would like to understand it better will suddenly get it. |
| charles schwab financial advisor training program: Managing The Professional Service Firm David H. Maister, 2012-12-11 Professional service firms differ from other business enterprises in two distinct ways: first they provide highly customised services thus cannot apply many of the management principles developed for product-based industries. Second, professional services are highly personalised, involving the skills of individuals. Such firms must therefore compete not only for clients but also for talented professionals. Drawing on more than ten years of research and consulting to these unique and creative companies, David Maister explores issues ranging from marketing and business development to multinational strategies, human resources policies to profit improvement, strategic planning to effective leadership. While these issues can be complex, Maister simplifies them by recognising that 'every professional service firm in the world, regardless of size, specific profession, or country of operation, has the same mission statement: outstanding service to clients, satisfying careers for its people and financial success for its owners.' |
| charles schwab financial advisor training program: Investor and Industry Perspectives on Investment Advisers and Broker-Dealers Angela A. Hung, Noreen Clancy, Jeff Dominitz, Eric Talley, Claude Berrebi, 2008-03-12 In theory, financial professionals are relatively distinct: A broker-dealer conducts transactions in securities on behalf of itself and others; and an investment adviser provides advice to others regarding securities. Different laws regulate each type of professional, but boundaries have blurred. This report examines current business practices and investor understanding of each type. |
| charles schwab financial advisor training program: Ignore the Hype Brian Perry, 2020-09-09 Secure your investment gains and supercharge your results with this down-to-earth analysis of investing fundamentals Via powerful and unique insights, Ignore the Hype: Financial Strategies Beyond the Media-Driven Mayhem teaches readers how to keep their focus squarely on time-tested strategies for meeting their financial goals without getting distracted by a constant barrage of news headlines. The book takes a common-sense approach to the financial world that’s ideally suited to the everyday investor. It covers topics including: How to avoid competing against hedge funds in a game they’ve rigged What you can do today to avoid taxes tomorrow Wall Street’s Dirty Secret: Forecasting is just guessing Why some of your investments have worse odds than a casino game How the media circus can derail your financial plans Surviving a world where financial advisors don’t have to act in your best interest Ignore the Hype emphasizes the difference between short-term trading and long-term investing, how to filter the constant onslaught of information coming your way from every angle and separate the valuable content from the noise, and how to build a foundation for investment success based on common sense and academic research. |
| charles schwab financial advisor training program: The New Wealth Management Harold Evensky, Stephen M. Horan, Thomas R. Robinson, 2011-05-03 Mainstay reference guide for wealth management, newly updated for today's investment landscape For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges. The book Includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition endorsed by investment luminaries Charles Schwab and John Bogle Presents an approach that places achieving client objectives ahead of investment vehicles Applicable for self-study or classroom use Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today's new investment landscaped, this update to the classic reference is more important than ever. |
| charles schwab financial advisor training program: Referrals Frank Maselli, 2005-12 |
| charles schwab financial advisor training program: Invest Diva’s Guide to Making Money in Forex: How to Profit in the World’s Largest Market Kiana Danial, 2013-07-05 Q: Ladies, Do YOU Have What It Takes To Become A Forex Diva? A: Yes, You Do. With this incredible new step-by-step guide, investing pro and TV personality Kiana Danial shows you exactly how to understand and take advantage of foreign currency trading. Years ago, the author discovered that women in Japan were making a fortune trading currencies on the foreign exchange (forex) market. These ladies were not investment professionals or financial wizards; they were ordinary individuals who simply learned how the online currency exchange market works--and mastered it. Now you can do the same. In fact, you're about to see just how easy it can be to trade on the largest and most liquid financial market in the world. Kiana Danial spent years studying the habits of investors and discovered that women frequently make smarter, wiser, and less-risky investment choices than their male counterparts. This is precisely why she founded InvestDiva.com--the woman's guide to smart, safe, and profitable trading. By tapping into women's intuitive knack for multitasking and risk management, the author demonstrates why a woman's natural skill sets make her uniquely equipped to reap the enormous rewards of this extremely lucrative field. Invest Diva will show you: How the global currency market works Why social, political, and cultural events shape trading The smartest short- and long-term strategies Best practices for navigating the economic calendar Plus, you'll learn how to identify investment opportunities and spot trends using the five points of the Invest Diva Diamond: * Technical Analysis * Fundamental Analysis * Sentimental Analysis * Capital Analysis * Overall Analysis From her popular blog to her worldwide TV and web presence, Danial has become famous for making complex topics fun and easy to understand via simple, everyday analogies. With Invest Diva, she shows women everywhere the stress-free way to trade currencies--without ever leaving home. What the Boys of Wall Street don't want you to know . . . After years of studying the principles of the foreign currency exchange market, financial expert and financial correspondent Kiana Danial gets to the bottom of today's most curious investment phenomenon: Why are women suddenly making a fortune trading currencies? The answer is inside this book, along with a roadmap designed to show you how and why forex can work for you. Kiana Danial breaks down a sophisticated foreign exchange market with memorable analogies that can help the most financially illiterate person understand and gain passion in following the markets the way Ms. Danial does. -- FAN YANG, CMT, CEO, FXTimes.com A must-read if you're considering trading any market or need to know more about trading the forex market. Kiana is an experienced market analyst and a gifted communicator whose book confirms what a lot of men are coming to realize--that women have an edge in trading because they understand the value of analyzing and planning before they risk their time and money. -- JAY NORRIS, founder, Trading University, and author of Mastering the Currency Market and Mastering Trade Selection and Management |
| charles schwab financial advisor training program: Dow Jones Investment Advisor , 1997 |
| charles schwab financial advisor training program: Black Enterprise , 2000-12 BLACK ENTERPRISE is the ultimate source for wealth creation for African American professionals, entrepreneurs and corporate executives. Every month, BLACK ENTERPRISE delivers timely, useful information on careers, small business and personal finance. |
| charles schwab financial advisor training program: The Million-dollar Financial Advisor David J. Mullen (Jr.), 2010 The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the best of the best advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors. |
| charles schwab financial advisor training program: The Bogleheads' Guide to Investing Taylor Larimore, Mel Lindauer, Michael LeBoeuf, 2006-04-20 Within this easy-to-use, need-to-know, no-frills guide to building financial well-being is advice for long-term wealth creation and happiness, without all the worries and fuss of stock pickers and day traders. |
| charles schwab financial advisor training program: Marketing Management Philip Kotler, Margaret H. Cunningham, Ronald E. Turner, 2001 Appropriate for graduate and undergraduate courses in Marketing Management. An international marketing classic, the tenth edition of Marketing Management highlights the most current trends and developments in global marketing from a Canadian perspective. The text prepares students for a decision-making role in organizations through the managerial orientation of its approach. All the concepts and tools for analyzing any market and/or environment are covered, as well as the principles for measuring and forecasting marketing, and techniques used for marketing segmentation, targeting, and positioning. Key themes developed in the tenth edition include Marketing for the 21st Century (looking to the future; trends in marketing and business; changes in the marketplace); E-commerce and the Internet (uses of technology; marketing on the web; using the web); Customer-driven marketing (focus on the customer: customer lifetime value, customer retention, delivering superior value, customer satisfaction); and Marketing around the globe (trends, problems in global marketing). |
| charles schwab financial advisor training program: The Distraction-Proof Advisor Paul Kingsman, 2015-05-08 Get Equipped To Build the Financial Services Business You Want Frustrated with constantly lurching instead of confidently leading? Has your crystal-clear vision for your business become unfocused as demands and distractions grow? You're not alone. Most financial advisors feel they don't have control of their business. There is a way to break free from the frustrations and distractions that hold you back from having the clients you want, the money you need, and more time to do what you love. Read this book and learn to: Stop reacting and focus on what matters most Create crucial habits to get your priorities done Identify key activities to find and engage new prospects/ Develop compelling conversation skills that actually work Build conviction for your process and how you help your clients Psst...Paul Kingsman is talking to you. Yes, I mean you! You don't have to be in business very long to habitually be distracted from accomplishing things that you know will make your business a success. Using his Olympic-winning strategies, Paul helps you focus on your goals, your future. Paul lays it out there for you. Isn't it time to work on what you want? Take the first step and buy this book. You won't regret it. - Deena Katz, CFP(r), Texas Tech University Financial advising is a highly competitive field full of distractions. Who better to guide and motivate than Paul Kingsman, an Olympic medalist, a financial advisor, and now an advisor to advisors. You'll learn the habits that separate participants from achievers. - Mitch Anthony, Author, StorySelling for Financial Advisors |
| charles schwab financial advisor training program: Black Enterprise , 2000-06 BLACK ENTERPRISE is the ultimate source for wealth creation for African American professionals, entrepreneurs and corporate executives. Every month, BLACK ENTERPRISE delivers timely, useful information on careers, small business and personal finance. |
| charles schwab financial advisor training program: Client Psychology CFP Board, 2018-02-19 A Client-Centered approach to Financial Planning Practice built by Research for Practitioners The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being. This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications. Defines an entirely new area of focus within financial planning practice and research: Client Psychology Serves as the essential reference for financial planners on client psychology Builds upon and expands the body of knowledge for financial planning Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach If you’re a CFP® professional, researcher, financial advisor, or student pursuing a career in financial planning or financial services, this book deserves a prominent spot on your professional bookshelf. |
| charles schwab financial advisor training program: Kiplinger's Personal Finance , 1996-05 The most trustworthy source of information available today on savings and investments, taxes, money management, home ownership and many other personal finance topics. |
| charles schwab financial advisor training program: The Ensemble Practice P. Palaveev, 2012-10-02 A detailed road map for wealth managers who want to build an ensemble firm or team and achieve sustained growth, profitability and high valuations Why do ten percent of wealth management firms grow faster than the rest of the industry, often despite the turbulence of the markets? The answer, according to industry consultant and researcher, P. Palaveev, is that the most successful firms are those which, create and promote a team-based service model that serves as the foundation of their enterprise. Find out how and why a team-based service model can play a decisive role in the future growth and sustained success of your wealth management firm Discover the key factors for building a successful ensemble firm and profit from the best practices top team-based firms employ Profit from the author's years of experience working with the world's top wealth management firms and the data he has compiled as a pre-eminent industry researcher Learn about the various organizational structures, partnership models and career path options and how to put them to work building an ensemble practice Get the lowdown on how the savviest traditional broker-dealer firms have formed dynamic ensemble teams within their organizations and learn of the results they've achieved |
| charles schwab financial advisor training program: The Psychology of Selling Brian Tracy, 2006-06-20 Double and triple your sales--in any market. The purpose of this book is to give you a series of ideas, methods, strategies, and techniques that you can use immediately to make more sales, faster and easier than ever before. It's a promise of prosperity that sales guru Brian Tracy has seen fulfilled again and again. More sales people have become millionaires as a result of listening to and applying his ideas than from any other sales training process ever developed. |
| charles schwab financial advisor training program: Financial Counseling Dorothy B. Durband, Ryan H. Law, Angela K. Mazzolini, 2018-10-16 This text is a valuable new resource that we recommend for all of our professionals and are proud to incorporate as part of our AFC® certification program. With expertise representing the breadth and depth of the financial counseling profession, the content in this text provides you with a rigorous foundation of knowledge, considers critical theoretical models, and explores foundational skills of communication, self-awareness, and bias. This type of comprehensive approach aligns with our mission and vision—providing you with the foundational knowledge to meet clients where they are across the financial life-cycle and impact long-term financial capability. -Rebecca Wiggins, Executive Director, AFCPE® (Association for Financial Counseling and Planning Education®) This timely volume presents a comprehensive overview of financial counseling skills in accessible, practical detail for readers throughout the career span. Expert financial counselors, educators, and researchers refer to classic and current theories for up-to-date instruction on building long-term client competence, working with clients of diverse backgrounds, addressing problem financial behavior, and approaching sensitive topics. From these core components, readers have a choice of integrated frameworks for guiding clients in critical areas of financial decision-making. This essential work: · Offers an introduction to financial counseling as a practice and profession · Discusses the challenges of working in financial counseling · Explores the elements of the client/counselor relationship · Compares delivery systems and practice models · Features effective tools and resources used in financial counseling · Encourages counselor ethics, preparedness, and self-awareness A standout in professional development references, Financial Counseling equips students and new professionals to better understand this demanding field, and offers seasoned veterans a robust refresher course in current best practices. |
| charles schwab financial advisor training program: Finance 'n Stilettos Zaneilia Harris, 2015-11-30 No matter where you are in life personally, Finance ’n Stilettos is written for you. Zaneilia strives to show women how to effectively manage their finances with class and a touch of flair. As well-heeled women, we know that shoes are an essential component to a stylish and sophisticated wardrobe. Finance is just as important to our daily lives as the red peep toe stiletto pump is to a perfectly tailored black pinstripe suit. They both are valuable to a woman’s confidence and inner feeling of being well put together. Throughout this book, Zaneilia intertwines her personal stories while highlighting financial tips for women going through the various phases of life. She shares how smart successful women can avoid and recover from money mishaps that can potentially derail their financial progress. The first step to bouncing back with grace and dignity is acknowledgement of the mistake. If you never admit it, you can’t fix it. Instead of dwelling on past financial missteps, she wants to motivate women to learn effective strategies that can help them navigate through the runway of life. |
| charles schwab financial advisor training program: MONEY Master the Game Anthony Robbins, Tony Robbins, 2016-03-29 Bibliography found online at tonyrobbins.com/masterthegame--Page [643]. |
| charles schwab financial advisor training program: Air Line Pilot , 1991 |
| charles schwab financial advisor training program: What Your Financial Advisor Isn't Telling You Liz Davidson, 2016-01-05 Protect your money with this “accessible and practical” guide to hiring and working with financial advisors (Publishers Weekly, starred review). Hiring a trained expert to safeguard and grow your wealth seems like a foolproof decision, but it can go awry for many people. You should never blindly trust that your advisor has your best interests at heart—and while there are many benefits to working with a financial pro, there are some things you should know first. Drawing on her insider’s knowledge of how the financial advice profession really works, Liz Davidson shows how to judge whether an advisor is going to help or harm your savings. This no-nonsense guide covers questions such as: How should you decide if you really need an advisor? What financial moves can you make without their help? What important questions should you ask before trusting them with your money? What are the red flags you should run from? What does all their jargon really mean? Learn how to take control of your financial well-being—either with a financial advisor or without one. “This book is mandatory reading for anyone who wants a better understanding of how to manage their money.” —Mary Beth Franklin, InvestmentNews “Valuable tools for managing one’s personal finances for maximum results.” —Publishers Weekly, starred review |
| charles schwab financial advisor training program: The White Coat Investor's Financial Boot Camp James M. Dahle, 2019-03 Doctors and other high income professionals receive little training in personal finance, investing, or business. This book teaches them what they did not learn in school or residency. It includes information on insurance, personal finance, budgeting, buying housing, mortgages, student loan management, retirement accounts, taxes, investing, correcting errors, paying for college, estate planning and asset protection. |
| charles schwab financial advisor training program: Employee Benefit Plan Review , 2002 |
| charles schwab financial advisor training program: The Adult Learner Malcolm S. Knowles, Elwood F. Holton III, Richard A. Swanson, RICHARD SWANSON, Petra A. Robinson, 2020-12-20 How do you tailor education to the learning needs of adults? Do they learn differently from children? How does their life experience inform their learning processes? These were the questions at the heart of Malcolm Knowles’ pioneering theory of andragogy which transformed education theory in the 1970s. The resulting principles of a self-directed, experiential, problem-centred approach to learning have been hugely influential and are still the basis of the learning practices we use today. Understanding these principles is the cornerstone of increasing motivation and enabling adult learners to achieve. The 9th edition of The Adult Learner has been revised to include: Updates to the book to reflect the very latest advancements in the field. The addition of two new chapters on diversity and inclusion in adult learning, and andragogy and the online adult learner. An updated supporting website. This website for the 9th edition of The Adult Learner will provide basic instructor aids including a PowerPoint presentation for each chapter. Revisions throughout to make it more readable and relevant to your practices. If you are a researcher, practitioner, or student in education, an adult learning practitioner, training manager, or involved in human resource development, this is the definitive book in adult learning you should not be without. |
| charles schwab financial advisor training program: Working Mother , 2000-10 The magazine that helps career moms balance their personal and professional lives. |
| charles schwab financial advisor training program: A Career with Meaning Cheryl A. Stevens, 2010 This book is a tailor-made journey that enables individuals to match their core beliefs and values with numerous professional opportunities within the leisure industry. Leading experts provide detailed discussion and insight for 11 primary areas related to recreation, parks, sport management, hospitality, and tourism. Once you have identified and matched your values with a specific area, you will start planning your personal roadmap to a successful and rewarding career with the chapter Preparing for a Career in Recreation. |
| charles schwab financial advisor training program: Get Clark Smart Clark Howard, Mark Meltzer, 2002-09-01 Clark Howard answers all these questions and many more in Get Clark Smart. With practical tips and on-line resources, Howard helps readers to get rich by saving money in unexpected places and investing those savings creatively. Howard has a passion for saving money and a zealots enthusiasm for sharing everything hes learned. His strategies for getting rich by saving wisely will turn readers into financial wizards. |
| charles schwab financial advisor training program: The RAFT Strategy Laurett Ellsworth Arenz, 2013-06 Laurett Ellsworth Arenz is the founder of Heroes Talk Radio LLC and Freedom Financial Network where she and her husband Dave co-host a weekly National radio program. They have trained hundreds of financial professionals throughout America on the RAFT (Retirement Approach Free of Tax) Strategy and other risk-free options to help individuals build their Nest Egg. Laurett and Dave own HERO'S Strategies, Inc., a licensed insurance agency that serves over 2500 clients located in many States. They reside in Florida and the DC Metro area and are blessed with 7 grown children, who are the parents of 11 and counting. Find out why Zero is Hero in a down market Achieve POM POM - Plenty of Money & Peace of Mind Experience Tax-Free Living and Giving Protect your family and your assets while getting a great RoR Use IRS rules to make Uncle Sam your partner...not your foe Laurett paints a clear picture of how to achieve a life of abundant prosperity through little-known, yet sensible alternatives to traditional retirement planning. Duane T. Myers, RFC - Myers Financial Group Written with wit, wisdom and intelligence, this is one of the most comprehensive books on financial planning I have read. Parents ought to share it with their children so the principles and insights within it can be absorbed and acted upon early in life. Ethan Gluck - Founder GD Capital Partners RAFT dispels numerous myths many of my clients held about creating real wealth. You'll be glad you read this book before making another retirement planning decision. Chuck Ward, MDRT-Top of the Table - Ward Financial Resources, Inc. www.RAFTstrategy.com |
| charles schwab financial advisor training program: The Game Sarano Kelley, 2001 Change your life in 90 days with The Game, a book that is designed to be read and then used as an actual game with rules, prizes, players, time limits, coaches, and competitions. |
| charles schwab financial advisor training program: Who's who in America , 1958 |
| charles schwab financial advisor training program: Who's Who Among African Americans Kristen B. Mallegg, 2006-04 Provides biographical and career details on notable African American individuals, including leaders from sports, the arts, business, religion and other fields. |
| charles schwab financial advisor training program: Control Your Cash Greg McFarlane, Betty Kincaid, 2010-06 A 14% credit card rate! What a deal! Where it says 'adjustable' here on my mortgage - that means 'fixed', right? Work until I retire, then collect Social Security. That's my wealth plan. If you've ever wondered how your money works, where it goes or how it grows, stop wondering. Control Your Cash: Making Money Make Sense deconstructs personal finance so that everyone but the hopelessly inept can understand it. Inside the book, you'll learn: [ how to get your bank accounts, credit cards and other financial instruments to work for you, and not the other way around [ the right way to buy a car (i.e. with the salesman cursing your name as you drive away) [ where and how to invest, and what all those symbols, charts and graphs mean [ how to turn expenses into income, and stop living paycheck-to-paycheck [ whom the tax system is stacked against (hint: it's most of us) and how to use that to your advantage [ the very key to wealth itself. In fact, the authors thought it was so important they put it on the cover so you can read it even if you're too cheap to buy the book: Buy assets, sell liabilities. Finally, a book that explains personal finance not only in layman's terms, but in detail. If you can read, and have any capacity for self-discipline, invest a few bucks in Control Your Cash now and reap big financial rewards for the rest of your life. |
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