Becoming a Wealth Transfer Specialist
| Author | : Karl R. Bareither |
| Publisher | : Fbr Publishing |
| Total Pages | : 224 |
| Release | : 2003-07-01 |
| ISBN-10 | : 0972771603 |
| ISBN-13 | : 9780972771603 |
| Rating | : 4/5 (03 Downloads) |
Book Synopsis Becoming a Wealth Transfer Specialist by : Karl R. Bareither
Download or read book Becoming a Wealth Transfer Specialist written by Karl R. Bareither and published by Fbr Publishing. This book was released on 2003-07-01 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Becoming a Wealth Transfer Specialist offers financial planners an approach to wealth transfer planning that ensures success for their family business clients financial and relational future. Encouraging honest communication among family members in the planning process, the book outlines a concise, step-by-step process for creating a wealth transfer plan and offers valuable insight from Bareithers thirty years working with business-owning families.
