Help clients deal with retirement after their prime money-making years have ended--using this resource, the first and only book to bring together all the critical financial management topics for retirees in one volume. Our experts provide the tools to market your services to seniors, maximize clients' assets, help retirees with a cash flow shortage, minimize taxes, and more! The FREE companion CD-ROM is packed with checklists, forms, and letters for your consulting practice.
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Help clients deal with retirement after their prime money-making years have ended--using this resource, the first and only book to bring together all the critical financial management topics for retirees in one volume. Our experts provide the tools to market your services to seniors, maximize clients' assets, help retirees with a cash flow shortage, minimize taxes, and more! The FREE companion CD-ROM is packed with checklists, forms, and letters for your consulting practice.
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