Financial Planning
Getting beyond the Financial Markets to Personal Meaning (Journal Article)
This article appeared in the July 2020 Journal of Financial Service Professionals.
Estate Planning
This article appeared in the September 2021 Journal of Financial Service Professionals.
This article appeared in the March 2021 Journal of Financial Service Professionals.
Financial Planning
How Americans Pay for College and How to Fund the Difference (Carson Coaching On-Demand Webinar)
Overview A college education can set someone on the path to financial and career success. More jobs than ever in the US rely on college graduates, but the price of College has continued to soar. Americans are shifting their behavior as it comes to college, funding, and how to approach college savings in general. In [...]
Estate Planning
This article appeared in the November 2020 Journal of Financial Service Professionals.
Accounting & Tax Planning
Individual and Financial Planning Tax Camp (Surgent Self-Study)
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Accounting & Tax Planning
Individual and Financial Planning Tax Camp (Surgent Webinar)
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Executive Compensation
IRS Issues Updated Audit Guide for Nonqualified Plans (Journal Article)
This article appeared in the January 2022 Journal of Financial Service Professionals.
Accounting & Tax Planning
Journal of Financial Service Professionals (1 Year Subscription)
The Journal of Financial Service Professionals is one of the oldest and most prestigious journals in the financial planning field. From its roots in insurance, pensions, and estate planning, the Journal has evolved into a vehicle for groundbreaking applied research on topics of concern to the holistic financial planner. It is a blind peer-reviewed journal with a competitive nature [...]
Accounting & Tax Planning
Key Current Financial and Economic Issues Facing the Financial Executive (Surgent Webinar)
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Financial Planning
Life and Financial Planning in the Time of COVID-19 (Journal Article)
This article appeared in the July 2020 Journal of Financial Service Professionals. Preview this article.
Accounting & Tax Planning
By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.