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

By Raymond D. Loewe (Author)
Our Price $ 42.46  
Retail Value $ 49.95  
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Item Number 157051  
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Item Specifications...

Pages   288
Est. Packaging Dimensions:   Length: 9.26" Width: 6.34" Height: 1.03"
Weight:   1.2 lbs.
Binding  Hardcover
Release Date   Apr 19, 2002
Publisher   Wiley
ISBN  0471219894  
EAN  9780471219897  

Availability  0 units.

Item Description...
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 motivationally to each of them by using tools such as The College Savings Calculator(TM), The Financial Aid Test(TM), and The College Funding Integrator(TM), as well as spreadsheets that allow you to calculate exactly what clients need to save on a monthly basis
* Choose the tools you need to implement the plan-Coverdell Education Savings Account (formerly the Education IRA), Qualified Tuition Savings, Prepaid Tuition Plans, Savings Bonds, and much more-while balancing income tax strategies, financial aid strategies, and control of money issues
* Put the plan together and build in appropriate exit strategies to give your plan the flexibility it needs

And this is just a sampling of the expertise this book provides. Pick up J.K. Lasser Pro New Strategies for College Funding and find out how to create and implement a successful college savings plan that is right for each of your clients' personal needs and goals.
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More About Raymond D. Loewe

Register your artisan biography and upload your photo! RAYMOND D. LOEWE, CLU, ChFC, is a nationally recognized expert in college financial planning. His firm, College Money, founded in 1978, is one of the oldest continually operating college financial planning companies in the country. He also provides training and consulting services to other financial planning professionals. Loewe is the developer of The College Money System and directs the Financial Resources Network, Inc., a financial consulting firm. Loewe holds an MBA from Wharton and a BS in electrical engineering from the University of Pennsylvania.
KC DEMPSTER, ChFC, has been a part of the college planning industry for over fifteen years. Dempster is the Director of Program Development for College Money, of Marlton, New Jersey. In this capacity she is involved with developing, marketing, and training financial service professionals to market their businesses through college planning. Dempster graduated summa cum laude from Widener University in Chester, Pennsylvania with a BS in business administration.

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