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- 2012428167 abstract "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.".
- 2012428167 alternative "Cases and applications student textbook".
- 2012428167 contributor B12597698.
- 2012428167 created "c2009.".
- 2012428167 date "2009".
- 2012428167 date "c2009.".
- 2012428167 dateCopyrighted "c2009.".
- 2012428167 description "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.".
- 2012428167 description "Includes bibliographical references and index.".
- 2012428167 extent "xxi, 290 p. (appendices various pagings) :".
- 2012428167 identifier "142778003X".
- 2012428167 identifier "9781427780034".
- 2012428167 issued "2009".
- 2012428167 issued "c2009.".
- 2012428167 language "eng".
- 2012428167 publisher "La Crosse, WI : Kaplan Schweser,".
- 2012428167 spatial "United States".
- 2012428167 subject "Estate planning.".
- 2012428167 subject "Finance, Personal Case studies.".
- 2012428167 subject "Finance, Personal.".
- 2012428167 subject "Financial planners.".
- 2012428167 subject "Financial statements United States Handbooks, manuals, etc.".
- 2012428167 subject "HG 179.5 .P46 2009".
- 2012428167 subject "Retirement Planning.".
- 2012428167 subject "Trusts and trustees.".
- 2012428167 title "Cases and applications student textbook".
- 2012428167 title "Personal financial planning : cases and applications student textbook / Michael A. Dalton ... [et al.].".
- 2012428167 type "text".