2005, October 6-8
NAPFA National Association of Personal Financial Advisors #374
Complete Set of Recordings
$449.00
1 The Way It Was is Not the Way It Is
Carl Hammerschlag
$16.00
3 The Future of Advice and Advisor Best Practices
Charles Roame
$16.00
6 Alternatives Among Alternatives: Low Beta Investing
Roy Ballentine, Harry Merriken, David Perkins & Lee Schultheis
$16.00
7 Document Management Systems
Kim Moulton
$16.00
8 Selecting the Right Retirement Plan
Judy Tarpley
$16.00
9 Surviving an Audit
Brian Hamburger
$16.00
10 Using Client Profiling Systems
James Grubman
$16.00
12 Investment Responsibility for Fiduciaries
Donald Trone
$16.00
13 Retirement Projections in Planning Software
Mary Malgoire
$16.00
14 Staying Effective with Clients Under Stress
James Grubman
$16.00
15 The Advisor’s Role in Philanthropy
Steve Johnson
$16.00
16 Using Software for Compliance
Warren Mackensen
$16.00
20 Bridging the Gap Between Federal and State Estate Taxes
Vincent Bonazoli
$16.00
21 Philanthropic Mission Statements
Janet Atkins, Susan Hunnewell
$16.00
22 Technology Foundations for your Practice
Mary Malgoire & Steve Ryder
$16.00
Global Real Estate Securities
James Corl
$16.00
24 Wall Street Secrets for Tax Efficient Investing
Robert Gordon
$16.00
25 Back Office Support Solutions
Gary Carrai, David Edstrom, Dan Green & Mitchell Metz
$16.00
26 Current Developments in Estate Planning: A Legislative Update on the Estate Tax, and Estate Planning Using Family Limited Partnerships...
Deborah Pechet Quinan
$16.00
27 Engagement Standards: Proven Strategies for Increasing Your Success
Tracy Beckes
$16.00
28 Maximizing Education Savings
David Marotta
$16.00
29 The Alternative Minimum Tax
Michael Kitces
$16.00
30 100 Best and Worst Retirement Planning Ideas
Natalie Choate
$16.00
31 Case Studies in Estate Planning for Retirement Benefits
Natalie Choate
$16.00
32 Currency Issues in International Investing
Eric Franco
$16.00
33 Manager Substyle Analyses
Brian Ahrens
$16.00
34 Planning for Non-Traditional Families
Dana Levit
$16.00
35 Client Privacy Issues and Data Security
Jeffrey Brenner
$16.00
36 Has the World Oil Production Reached Hubert’s Peak?
Arthur Budge, Jr.
$16.00
37 Improving Your Game: How to Find and Partner with a Great Coach
Tracy Beckes
$16.00
38 Planning for Clients with Disabled Children
Ron Pearson
$16.00
39 Worry-Free Investing
Zvi Bodie
$16.00
40 The Next Generation of Financial Planning
Peter Ricchiuti
$16.00
41 Medicare Rx: Prescription Drug Coverage - What You Need To Know
Maureen Kerrigan
$16.00
42 New Developments in Disability Insurance
John Ryan
$16.00
43 The Case For Small Cap Investing
Mary Lisanti
$16.00
44 Analyzing Long Term Care Policies
John Ryan
$16.00
45 Planning for Income in Retirement: Conquering the Next Retirement Challenge
Gary Gallagher, Keiron O’Brien and Doug Zarookian
$16.00
 
 
 

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