Reference Guide for Financial Planners

This guide serves as an excellent desk reference for planners when needing to find information on updated law or tax changes. Current information and key points covering:

  • Financial Planning
  • Insurance Planning
  • Employee Benefit Planning
  • Investment Planning
  • Retirement Planning
  • Income Tax Planning
  • Estate Planning

Keir has researched the information for you! The complete treatment of each of these points will satisfy your need for a timely, comprehensive reference work on financial planning

Item #: 290

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