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Feed items 1 - 6 of 6 for September 2008

CCH.CA – Recently Added or Modified Financial Planning Products - English

Get the latest news on All English Financial Planning products from CCH Canadian - be the first to learn about new product releases, minor and major product updates.

Estate Planning for Financial Advisors Newsletter - (Found September 17, 2008 )

This electronically delivered monthly newsletter will keep you up-to-date on legislative and judicial developments that relate to estate planning. It also includes feature articles, significant cases and summaries of proposed measures that could have an impact on estate planning. This newsletter is available to be e-mailed in PDF format only.If you would like more details about this product, or would like to order a copy online, please click here.
http://www.cch.ca/Products/ProductDetail.aspx?WebID=1406&tid=3

The Structure of Retirement Income - (Found September 17, 2008 )

This book deals with the "far end of the process", helping financial advisors to create comprehensive plans for clients who are about to retire and begin receiving income.If you would like more details about this product, or would like to order a copy online, please click here.
http://www.cch.ca/Products/ProductDetail.aspx?WebID=1422&tid=1

Canadian Financial Planning Manual, 4th Edition - (Found September 17, 2008 )

The Canadian Financial Planning Manual provides students with an essential overview of financial planning in Canada today. This practical guide offers valuable research and insight into the seven key financial planning areas: Feature Basics of Finance (Cash Management) Developing client plans, budgeting, and debt elimination strategies. Insurance Insurance needs analysis, estate preservation, and product comparisons. Investment Planning Debt and equity analysis, managing a portfolio, and risk...
http://www.cch.ca/Products/ProductDetail.aspx?WebID=1127&tid=2

Estate Planning with Life Insurance, 3rd Edition - (Found September 17, 2008 )

This popular guide provides insight into the many roles life insurance plays in estate planning for your business-owner and high net worth clients. Learn how life insurance can assist clients in securing lifetime financial success, and establish a strong legacy for their family and business. This handy reference covers: Determining client needs Taxation and insurance How to resolve and plan for estate liquidity needs Effects of reduced capital gains on Corporate owned life insurance ...
http://www.cch.ca/Products/ProductDetail.aspx?WebID=2084&tid=1

oneSource, The Canadian Financial Planning Library - (Found September 17, 2008 )

oneSource Now offers CE Credit Program Special Offers available for Association Members and Affinity Program Partners. Is your firm participating Call to check: 1-800-268-4522 Whatever you need to know about financial planning, you'll find it in this one comprehensive source. With a key word searchable database, you'll find it faster and easier than you can imagine. With Internet updating, you'll know about any news and changes as soon as they are reported. When you subscribe to this Library,...
http://www.cch.ca/Products/ProductDetail.aspx?WebID=100293&tid=3

The Advisor's Guide to Business Succession Planning, 3rd Edition - (Found September 17, 2008 )

A comprehensive guide that helps financial advisors initiate and plan for their clients' business succession. Legal, tax, insurance, and financial implications are discussed. Practical and analytical, this book focuses on the personal and emotional issues involved, potential obstacles, and solutions. Topics covered: New for this edition: Planning for the advisors own practice - Including FREE Practice Analyst CD Getting started Family-owned businesses Identification of...
http://www.cch.ca/Products/ProductDetail.aspx?WebID=1398&tid=1
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