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Raymond D. Loewe

J.K. Lasser Pro New Strategies for College Funding: An Advisor's Guide

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ISBN: 0471219894, 9780471219897
Издательство: Wiley
Год издания: 2002
Страниц: 266
A PROFESSIONAL GUIDE TO PLANNING FOR COLLEGE FUNDING A properly designed college savings plan is key to providing a college education as well as the best way to avoid any surprises. Yet many parents fail to realize how much time, money, and commitment are needed to accomplish this goal. As an advisor, you must guide your clients through this process with poise and confidence, and J.K. Lasser Pro New Strategies for College Funding: An Advisor?s Guide with its companion CD-ROM will help you do just that. Filled with expert advice, real-world case studies, and invaluable tools, techniques, worksheets, and checklists, this comprehensive guide will allow you to connect with your clients and plan for their children?s college education in the best way possible. Organized into three complementary sections, J.K. Lasser Pro New Strategies for College Funding will help you: Quantify the college problem for your clients and communicate effectively and...