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Personal Financial Planning: Guide to Setting Goals, Protecting Assets, Investing and Gaining Security for a Good Life

AUTHOR Griffin, Michael P.
PUBLISHER Quickstudy Reference Guides (11/01/2017)
PRODUCT TYPE Other (Other)

Description
Make a better life using proven skills of financial planners. Set short and long term goals, protect what you have, and get a sense of security. Author Michael Griffin, a CPA, CMA, CFM (Certified Financial Manager) and ChFC (Chartered Financial Consultant) who has worked in every facet of accounting including professor, shares the most valuable knowledge (through experience) in a concise and thorough 6 page laminated guide designed to offer life changing guidance for a ridiculously low price. He feels as we do at BarCharts Publishing that everyone should have the tools to succeed.
6-page laminated guide covers:
  • Objectives
  • Process of Personal Financial Planning
  • Saving & Investing
  • Investment Funds (Stock & Bond Funds)
  • Managing Investment Risk
  • Working with Advisors
  • Retirement Planning
  • Insurance
  • Income Tax Return Preparation & Planning
  • Estate Planning
  • Personal Financial Recordkeeping
  • Debt Consolidation
  • Review Your Plan & Progress Toward Goals
  • Maintain a Solid Credit Rating
  • Home Mortgage Process
Show More
Product Format
Product Details
ISBN-13: 9781423236566
ISBN-10: 1423236564
Content Language: English
More Product Details
Page Count: 6
Carton Quantity: 250
Product Dimensions: 8.30 x 0.30 x 10.90 inches
Weight: 0.13 pound(s)
Feature Codes: Price on Product
Country of Origin: US
Subject Information
BISAC Categories
Business & Economics | Personal Finance - Money Management
Business & Economics | Personal Success
Descriptions, Reviews, Etc.
publisher marketing
Make a better life using proven skills of financial planners. Set short and long term goals, protect what you have, and get a sense of security. Author Michael Griffin, a CPA, CMA, CFM (Certified Financial Manager) and ChFC (Chartered Financial Consultant) who has worked in every facet of accounting including professor, shares the most valuable knowledge (through experience) in a concise and thorough 6 page laminated guide designed to offer life changing guidance for a ridiculously low price. He feels as we do at BarCharts Publishing that everyone should have the tools to succeed.
6-page laminated guide covers:
  • Objectives
  • Process of Personal Financial Planning
  • Saving & Investing
  • Investment Funds (Stock & Bond Funds)
  • Managing Investment Risk
  • Working with Advisors
  • Retirement Planning
  • Insurance
  • Income Tax Return Preparation & Planning
  • Estate Planning
  • Personal Financial Recordkeeping
  • Debt Consolidation
  • Review Your Plan & Progress Toward Goals
  • Maintain a Solid Credit Rating
  • Home Mortgage Process
Show More
List Price $6.95
Your Price  $6.88
Other