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17%OFFMichael J. Zwecher - Retirement Portfolios & Retirement Portfolios Workbook Set: Theory, Construction, and Management - 9780470561126 - V9780470561126
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Retirement Portfolios & Retirement Portfolios Workbook Set: Theory, Construction, and Management

€ 111.99
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Description for Retirement Portfolios & Retirement Portfolios Workbook Set: Theory, Construction, and Management Hardcover. A comprehensive set of retirement portfolio guidance for finance professionals Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning. Series: Wiley Finance Series. Num Pages: 282 pages, illustrations. BIC Classification: KFFM. Category: (P) Professional & Vocational. Dimension: 235 x 161 x 41. Weight in Grams: 748.
A comprehensive set of retirement portfolio guidance for finance professionals

Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning.

Constructing a retirement portfolio is viewed as a difficult endeavor, and the demands facing financial advisors responsible for this task continue to grow. The Retirement Portfolios Set—comprised of a book and workbook-will help you develop the essential skills necessary to excel at this discipline and give you a better understanding of the entire process. The book outlines how to create a portfolio ... Read more

  • The book Examines how portfolios should be prepped in advance so that the transition from "working" portfolio to retirement portfolio is smooth and seamless
  • The workbook will test your knowledge of the information addressed in Retirement Portfolios, before you put it to work in real world situations
  • Details the differences in managing a retirement portfolio versus managing portfolios during asset accumulation years

The ability to create retirement portfolios and manage their risks are skills you must possess to be an effective financial advisor. Retirement Portfolios Set will help you achieve this elusive goal.

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Product Details

Format
Hardback
Publication date
2010
Publisher
John Wiley & Sons Inc United Kingdom
Condition
New
Series
Wiley Finance Series
Number of Pages
281
Place of Publication
New York, United States
ISBN
9780470561126
SKU
V9780470561126
Shipping Time
Usually ships in 7 to 11 working days
Ref
99-1

About Michael J. Zwecher
Michael J. Zwecher (New York,?NY) is a leading expert on retirement income.?He has created top-down guidance, designed bottom-up products, and tools and portfolio constructions that appeal to the financial advisor community.?Mike co-chairs the curriculum committee of the Retirement Income Industry Association. Prior, Mike spent ten years at Merrill Lynch in wealth management where he ran the Strategic Solutions team in ... Read more

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