Wealth Management: A Concise Guide to Financial Planning and Investment Management for Wealthy Clients.Wealth Management: A Concise Guide to Financial Planning Financial planning Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against and Investment Management for Wealthy Clients, by S.Timothy Kochis (CCH CCH Colegio de Ciencias y Humanidades (Spanish) CCH Certified Clinical Hypnotherapist CCH Cook County Hospital CCH Certified in Classical Homeopathy CCH Country Club Hills (Fairfax City, VA, USA) , 2003), is a concise guide for financial planners, accountants, lawyers, brokers and portfolio managers seeking to serve high-net-worth or high-income clients, or who want to expand their existing skills or provide wealth management services. It sets out a consistent, reliable approach to personal finance issues and describes a broad spectrum of appropriate responses. The book discuses a wide array of wealth management topics, including the basics of wealth management, and income tax, investment, retirement and estate planning. 320 pages; $75. Contact (800) 248-3248; www.onlinestore.cch.com. Philip R. Fink, J.D., CPA (Computer Press Association, Landing, NJ) An earlier membership organization founded in 1983 that promoted excellence in computer journalism. Its annual awards honored outstanding examples in print, broadcast and electronic media. The CPA disbanded in 2000. Professor of Taxation University of Toledo National recognition In its 125-year history UT has garnered several national accolades. The University’s programs, faculty and facilities have been highlighted in the media, including Toledo, OH |
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