Personal financial planning
Michael A. Dalton · 2009
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About the book
A brief description of the Case Method is followed by 14 cases, each giving a family scenario and accompanying documents (wills, trusts, investment statements, etc.) focused on six major areas of personal financial planning: fundamentals, insurance planning, investments, income tax, retirement, and estate planning. Further example documents comprise an extensive appendix.
Book details
- Year
- 2009
- Language
- English
- Publisher
- Kaplan Schweser
- Editions
- 1
- Pages
- 290
- ISBN
- 9781427780034
Data source: Wikidata
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