An edition of Personal financial planning
(2009)
Personal financial planning
cases and applications student textbook
6th ed.
by Michael A. Dalton
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A brief description of the Case Method is followed by 14 cases, each giving a family scenario and accompanying documents (wills, trusts, investment statements, etc.) focused on six major areas of personal financial planning: fundamentals, insurance planning, investments, income tax, retirement, and estate planning. Further example documents comprise an extensive appendix.
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Personal financial planning: cases and applications student textbook
2009, Kaplan Schweser
in English
- 6th ed.
142778003X 9781427780034
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Includes bibliographical references and index.
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| December 20, 2023 | Edited by ImportBot | import existing book |
| January 12, 2022 | Edited by ImportBot | import existing book |
| October 28, 2020 | Edited by MARC Bot | import existing book |
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