Jeffrey A. Roth's Books

Rattiner's Secrets of Financial Planning

From Running Your Practice to Optimizing Your Client's Experience

By: Jeffrey H. Rattiner

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Rattiner's Secrets of Financial Planning

From Running Your Practice to Optimizing Your Client's Experience

By: Jeffrey H. Rattiner

Learn what it takes to be a success from the ‘all-stars’ of the financial planning and advisory profession Financial planning involves everything from determining the client's financial position, cash flow, and investment strategies, to income tax planning, risk management, insurance, and retirement and estate planning. Financial planners and advisors are responsible for recommendations and decisions that help people define and achieve their financial goals. Rattiner's Secrets of Financial Planning gives industry professionals the opportunity to hear and learn from ‘the best of the best’ in the field. Author Jeffrey H. Rattiner, a respected leader in Certified Financial Planning (CFP), shares real-world insights and expert advice from hundreds of top-level advisors in the financial planning industry. Readers gain firsthand knowledge of the challenges these successful planners have faced and how they continue to build their practices and reap success in a dynamic financial environment. This comprehensive resource includes templates based on what the best CFPs use in their practices for work programs, data quantification reports, asset allocation model portfolios, pro forma statements, and checklists for each technical financial planning discipline. Designed specifically for industry professionals, this in-depth book: Offers CFPs and financial advisors proven advice and practical methods to take their practice to the next level Includes contributions from and interviews with the leading advisors in the profession Provides templates taken from the practices of high-level financial advisors Explains the key ingredients for building a superior financial planning practice Helps develop successful financial planners and strengthen profitable practices Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience is an important resource for CFPs, CPAs, financial advisors, financial planners, and high-level corporate executives working in the financial services industry.

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384

Publisher

John Wiley & Sons

Published Date

ISBN 10

1119594278

ISBN 13

9781119594277

Rattiner's Review for the CFP(R) Certification Examination, Fast Track Study Guide

By: Jeffrey H. Rattiner

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Rattiner's Review for the CFP(R) Certification Examination, Fast Track Study Guide

By: Jeffrey H. Rattiner

A CFP® Study Guide that delivers what you need to succeed! This quick study guide for candidates preparing to take the CFP® Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner. Covering some of the most important disciplines of financial planning–– insurance, employee benefit, investment, income tax, retirement, estate, and general planning–– this text provides a no-nonsense approach to studying that includes: A highly logical and efficient format An in-depth outline of core essentials Explanations of all relevant exposures complete with solutions and practical examples Key points, exam tips, multiple choice, and mini—case study questions Mnemonic devices and study techniques to reinforce key points A format that directly parallels the CFP Board’s topic requirements and more! Order your copy today!

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Page Count

368

Publisher

John Wiley & Sons

Published Date

ISBN 10

0471468487

ISBN 13

9780471468486

Experiments at the Interfaces

By: Jeffrey T. Runner

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Experiments at the Interfaces

By: Jeffrey T. Runner

Experiments at the Interfaces, edited by Jeffrey T. Runner from the University of Rochester, brings together recent experimental research examining a variety of issues within syntax and semantics, and their interfaces with each other and with other domains of language.

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Page Count

276

Publisher

BRILL

Published Date

ISBN 10

1780523742

ISBN 13

9781780523743

Employee Benefits Law

ERISA and Beyond

By: Jeffrey D. Mamorsky

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Employee Benefits Law

ERISA and Beyond

By: Jeffrey D. Mamorsky

Employee Benefits Law: ERISA and Beyond takes you step by step through these and other statutes and regulations to help ensure that your plans are properly structured, qualified and implemented.

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1436

Publisher

Law Journal Press

Published Date

ISBN 10

1588520072

ISBN 13

9781588520074

Ernst & Young's Profit From the New Tax Law

By: Ernst & Young LLP,Martin Nissenbaum,Jeffrey Bolson,Marc Myers

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Ernst & Young's Profit From the New Tax Law

By: Ernst & Young LLP,Martin Nissenbaum,Jeffrey Bolson,Marc Myers

The Final Word on How to File, Save and Plan Under the New TaxLaw Now that the Economic Growth and Tax Relief Reconciliation Act of2001 is here, isn't it time you learned how to take advantage ofit? Ernst & Young's Profit from the New Tax Law explains thenew legislation in an easy going and friendly way, helping youunderstand the new rules and how they affect someone in your taxbracket. This indispensable guide, from one of the country'sleading authorities on tax planning, removes all confusion aboutthe new law and shows you how to keep more of your money. Simpleexplanations and smart tips let you take advantage of the new lawtoday while identifying your best tax-saving moves tomorrow.

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281

Publisher

John Wiley and Sons

Published Date

ISBN 10

047121745X

ISBN 13

9780471217459

Getting Started as a Financial Planner

By: Jeffrey H. Rattiner

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Getting Started as a Financial Planner

By: Jeffrey H. Rattiner

There has never been more opportunity for financial planners--or more reasons for financial professionals to consider switching the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers preparing for retirement in the decades ahead. And as the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money. In the new paperback edition of this guide, Jeffrey H. Rattiner, a practicing financial planner and educator, provides a complete, systematic, turnkey framework for the aspiring planner to follow. Starting from the key question, "Why do you want to be a financial planner?" the author guides you through the development of an effective infrastructure and client management system for your practice. The many essential concepts are clearly illustrated with examples from practicing professionals. Throughout this handbook, Rattiner provides personal insights on how and why a planner must develop a solid understanding of client needs before building a comprehensive financial plan. Getting Started as a Financial Planner has everything one needs to know—from how to set up a practice and communicate with clients to how to manage investments and market services—in order to launch a career in financial planning and to attain success in this high-growth profession.

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376

Publisher

John Wiley and Sons

Published Date

ISBN 10

0470885548

ISBN 13

9780470885543

Beyond Legal Reasoning: a Critique of Pure Lawyering

By: Jeffrey Lipshaw

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Beyond Legal Reasoning: a Critique of Pure Lawyering

By: Jeffrey Lipshaw

The concept of learning to ‘think like a lawyer’ is one of the cornerstones of legal education in the United States and beyond. In this book, Jeffrey Lipshaw provides a critique of the traditional views of ‘thinking like a lawyer’ or ‘pure lawyering’ aimed at lawyers, law professors, and students who want to understand lawyering beyond the traditional warrior metaphor. Drawing on his extensive experience at the intersection of real world law and business issues, Professor Lipshaw presents a sophisticated philosophical argument that the "pure lawyering" of traditional legal education is agnostic to either truth or moral value of outcomes. He demonstrates pure lawyering’s potential both for illusions of certainty and cynical instrumentalism, and the consequences of both when lawyers are called on as dealmakers, policymakers, and counsellors. This book offers an avenue for getting beyond (or unlearning) merely how to think like a lawyer. It combines legal theory, philosophy of knowledge, and doctrine with an appreciation of real-life judgment calls that multi-disciplinary lawyers are called upon to make. The book will be of great interest to scholars of legal education, legal language and reasoning as well as professors who teach both doctrine and thinking and writing skills in the first year law school curriculum; and for anyone who is interested in seeking a perspective on ‘thinking like a lawyer’ beyond the litigation arena.

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Page Count

300

Publisher

Routledge

Published Date

ISBN 10

1315410796

ISBN 13

9781315410791

Rich in America

Secrets to Creating and Preserving Wealth

By: Jeffrey S. Maurer

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Rich in America

Secrets to Creating and Preserving Wealth

By: Jeffrey S. Maurer

Advance Praise for Rich In America "I highly recommend Rich in America to investors of all economic levels. While certainly no company understands the wealthy better than U.S. Trust, Jeff Maurer has done a wonderful job of turning the wisdom he gathered during his distinguished career at this venerable institution into advice that will benefit anyone interested in making smarter financial decisions." -Charles Schwab Chairman, The Charles Schwab Corporation "Jeff Maurer is uniquely qualified to advise the affluent and those who would be. Rich in America is packed with insight and wisdom gleaned from his long and tremendously successful career at the very pinnacle of wealth management." -Timothy C. Forbes Chief Operating Officer, Forbes Inc. "For thirty-three years, Jeff Maurer helped build U.S. Trust Corporation into one of the nation's most prominent and respected wealth managers. In this book, Jeff combines his own experience with the knowledge gleaned from a decade of U.S. Trust research into who the affluent are, how they earned their money, and how they keep it. The U.S. Trust approach to building and maintaining wealth makes relevant reading for anyone eager to provide for their own and their family's financial well-being." -Alan J. Weber Chairman and Chief Executive Officer, U.S. Trust Corporation "Jeff Maurer has distilled more than three decades of investment advice to affluent clients into a concise, informative, and extraordinarily readable work. Readers who are trying to preserve accumulated assets, as well as those who are setting out to build substantial wealth, will profit from this wide-ranging book." -James Poterba Mitsui Professor of Economics, MIT

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Page Count

287

Publisher

John Wiley & Sons

Published Date

ISBN 10

0471481238

ISBN 13

9780471481232

The Complete Idiot's Guide to Retirement Planning

Start Now to Have the Retirement Lifestyle You Want!

By: Jeffrey J. Wuorio

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The Complete Idiot's Guide to Retirement Planning

Start Now to Have the Retirement Lifestyle You Want!

By: Jeffrey J. Wuorio

A necessary plan for a secure and comfortable retirement Everyone wants to retire with personal and financial peace of mind. But the question is always: will there be enough money to fund a comfortable lifestyle? That’s where this book comes to the rescue, addressing every conceivable concern—from health care to Social Security—about setting up a sound plan for retirement. And it’s never too late to start. • The Center for Retirement Research at Boston College reports that 43% of Americans fall short of their pre-retirement income • Robert Powell of MarketWatch agrees that “Americans have little set aside for retirement” • Written by a nationally recognized financial expert • Perfect for the nearly eight million baby boomers approaching retirement

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Page Count

372

Publisher

Penguin

Published Date

ISBN 10

144062643X

ISBN 13

9781440626432

Game Theory for Cyber Deception

From Theory to Applications

By: Jeffrey Pawlick,Quanyan Zhu

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Game Theory for Cyber Deception

From Theory to Applications

By: Jeffrey Pawlick,Quanyan Zhu

This book introduces game theory as a means to conceptualize, model, and analyze cyber deception. Drawing upon a collection of deception research from the past 10 years, the authors develop a taxonomy of six species of defensive cyber deception. Three of these six species are highlighted in the context of emerging problems such as privacy against ubiquitous tracking in the Internet of things (IoT), dynamic honeynets for the observation of advanced persistent threats (APTs), and active defense against physical denial-of-service (PDoS) attacks. Because of its uniquely thorough treatment of cyber deception, this book will serve as a timely contribution and valuable resource in this active field. The opening chapters introduce both cybersecurity in a manner suitable for game theorists and game theory as appropriate for cybersecurity professionals. Chapter Four then guides readers through the specific field of defensive cyber deception. A key feature of the remaining chapters is the development of a signaling game model for the species of leaky deception featured in honeypots and honeyfiles. This model is expanded to study interactions between multiple agents with varying abilities to detect deception. Game Theory for Cyber Deception will appeal to advanced undergraduates, graduate students, and researchers interested in applying game theory to cybersecurity. It will also be of value to researchers and professionals working on cybersecurity who seek an introduction to game theory.

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Page Count

192

Publisher

Springer Nature

Published Date

ISBN 10

3030660656

ISBN 13

9783030660659

Basic Wills, Trusts, and Estates for Paralegals

By: Jeffrey A. Helewitz

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Basic Wills, Trusts, and Estates for Paralegals

By: Jeffrey A. Helewitz

Helewitz’s Basic Wills, Trusts, and Estates for Paralegals is a concise and practical guide to the planning and administration of wills, trusts, and estates. This succinct, simple, and straightforward introduction to all the basics of wills, trusts, and estates law was specifically designed for paralegal students. Continuing examples describing four different families provide an accessible structure and helpful point of reference for students learning the intricacies of estate planning. Highlights include: A straightforward introduction that provides a student-friendly orientation to the subject Clear and concise coverage of key topics A review of the sources of property law, trusts, and taxes A helpful guide to drafting documents related to wills and trusts Step-by-step instruction for completing the entire federal estate tax return State-by-state analysis of trust and estate law Four families/clients threaded through the text exemplify the intricacies of estate planning Chapter overviews, key terms, review questions, sample clauses, edited cases, chapter summaries, and end-of-chapter exercises Sample forms in the appendix New to the Ninth Edition: General and state-specific sections concerning admissibility and restrictions for electronic wills Updated codes and case law for the comparison of estate law in the different jurisdictions Updated tax thresholds and rules Updated federal and state documents and forms New case studies in each chapter cover such issues as: QTIP trusts The impact of Covid on the execution of wills Claims against an escheated estate Wrongful prolongation of life Professors and students will benefit from: Comprehensive coverage of the key topics includes a review of the sources of property law, trusts, and taxes, topics not thoroughly covered in other texts. Clearly written text and lively examples help students understand the law. A straightforward introduction that provides a student-friendly orientation to the subject Clear and concise coverage of key topics A helpful guide to drafting documents related to wills and trusts Step-by-step instructions for completing the entire federal estate tax return State-by-state analysis and comparison of trust and estate law Four families/clients threaded through the text exemplify the intricacies of estate planning Chapter overviews, key terms, review questions, sample clauses, edited cases, chapter summaries, and end-of-chapter exercises Sample forms in the appendix Examples and explanations pedagogy engages students with the material. Practical approach appeals to programs with shorter, less theoretical courses.

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Page Count

568

Publisher

Aspen Publishing

Published Date

ISBN 10

154384765X

ISBN 13

9781543847659

Violence in Cornet City

A Problem-solving Exercise

By: Patricia A. Kelly,Mark H. Moore,Jeffrey A. Roth

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Violence in Cornet City

A Problem-solving Exercise

By: Patricia A. Kelly,Mark H. Moore,Jeffrey A. Roth

A case study that presents a concrete image of how violence presents itself in an American city. Describes actual settings in which responses to urban violence must be formulated & implemented. Aim is to stimulate discussion among citizens, students, & urban police makers & how the problem of urban violence might be best addressed. Tables & figures.

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DIANE Publishing

Published Date

ISBN 10

0788124331

ISBN 13

9780788124334

Taxpayer Compliance, Volume 1

An Agenda for Research

By: Jeffrey A. Roth

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Taxpayer Compliance, Volume 1

An Agenda for Research

By: Jeffrey A. Roth

Drawing on multiple disciplines with a significant interest in taxpayer compliance, Volume I critically reviews previous research on the subject, reaches conclusions and recommends future research programs to fill gaps in knowledge.

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Page Count

298

Publisher

University of Pennsylvania Press

Published Date

ISBN 10

0812281829

ISBN 13

9780812281828

Rattiner's Review for the CFP Certification Examination, Fast Track, Study Guide

By: Jeffrey H. Rattiner

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Rattiner's Review for the CFP Certification Examination, Fast Track, Study Guide

By: Jeffrey H. Rattiner

A CFP Study Guide that deliverswhat you need to succeed! This quick study guide for candidates preparing to take the CFP Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner. Now, in a Second Edition, it covers some of the most important disciplines of financial planning--insurance, employee benefit, investment, income tax, retirement, estate, and general planning--and provides a no-nonsense approach to studying that includes: * A highly logical and candidate-friendly format * An in-depth outline of core essentials * Explanations of all relevant exposures complete with solutions and practical examples * Key points, exam tips, multiple-choice, and mini-case study questions * Mnemonic devices and study techniques to reinforce key points * A format that directly parallels the CFP? Board's topic requirements The Second Edition adds new multiple-choice questions that correlate to the testing and understanding of the new curriculum established by the Certified Financial Planning Board as well as eighty-nine all-new topics related to the new CFP Board Exam. For students who have been through the traditional CFP educational programs and want a book that brings it all together, Rattiner's Review for the CFP Certification Examination, Fast Track Study Guide, Second Edition keeps students organized, on track, and focused on what they need to succeed. In addition to its value as a quick-reference guide to complement all CFP texts and self-study materials, the Guide also serves as an important one-stop resource for financial services professionals who want information in a hurry.

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Page Count

418

Publisher

John Wiley & Sons

Published Date

ISBN 10

0470130911

ISBN 13

9780470130919

Personal Financial Planning for Executives and Entrepreneurs

The Path to Financial Peace of Mind

By: Michael J. Nathanson,Jeffrey T. Craig,Jennifer A. Geoghegan,Nadine Gordon Lee,Michael A. Haber,Seth P. Hieken,Matthew C. Ilteris,D. Scott McDonald,Joseph A. Salvati,Stephen R. Stelljes

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Personal Financial Planning for Executives and Entrepreneurs

The Path to Financial Peace of Mind

By: Michael J. Nathanson,Jeffrey T. Craig,Jennifer A. Geoghegan,Nadine Gordon Lee,Michael A. Haber,Seth P. Hieken,Matthew C. Ilteris,D. Scott McDonald,Joseph A. Salvati,Stephen R. Stelljes

Effective financial planning for executives and entrepreneurs is complex, dense, and impossible to reduce to a single, easy-to-understand formula. Designed to emphasize the importance of effective, targeted financial planning, this book begins by telling a story about a fictional, but plausible, power couple and their family who (spoiler alert!) do pretty much everything wrong in securing their financial future. In most cases, they don’t do the things needed because they don’t know what they are. Using this story as a case study of executives and entrepreneurs, the book breaks down the case into chapters and offers practical discussions of all the key financial planning pillars—investment planning, tax planning, estate planning, philanthropic planning, risk management, and equity-based compensation to name a few—with the tools needed to tailor a plan for virtually every circumstance and need. While there is no single plan that works for everybody, this book will provide a guide with complicated, technical information alongside specific guidance on how to build an effective financial plan.

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Page Count

205

Publisher

Springer

Published Date

ISBN 10

3319984160

ISBN 13

9783319984162

Ed Roth's Mysterion

The Genesis, Demise and Recreation of an Iconic Custom Car

By: Jeffrey A. Jones

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Ed Roth's Mysterion

The Genesis, Demise and Recreation of an Iconic Custom Car

By: Jeffrey A. Jones

Ed "Big Daddy" Roth (1932-2001) was a phenomenon. His body of work is still discussed in hot rodding, fine arts and pop culture circles and his cult following remains as devoted as it was during his career. His 1963 Mysterion show car--featuring two big-block Ford V8s--was his masterpiece and the story of its rise and brief existence is legendary. Though it was immortalized as a popular plastic model kit and is featured on several websites, little is known about Roth's magnum opus. There are a number of fanciful stories of its demise--mostly fiction. Combining history and shop class, this book provides a full investigation of Mysterion--both the legend and the machine itself. Drawing on interviews, magazine articles, photos, models and other (sometimes obscure) sources, the author pieces together the true story of the car, while documenting his own faithful bolt-by-bolt recreation of Mysterion.

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Page Count

256

Publisher

McFarland

Published Date

ISBN 10

0786499680

ISBN 13

9780786499687

Abrams' Angiography

Interventional Radiology

By: Jeffrey Geschwind,Michael Dake

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Abrams' Angiography

Interventional Radiology

By: Jeffrey Geschwind,Michael Dake

The Interventional Radiology volume of the landmark reference Abrams' Angiography has now been expanded and thoroughly revised to reflect dynamic advances in interventional radiology. More than 60 contributors representing a "Who's Who" of the specialty provide comprehensive, step-by-step coverage of all contemporary vascular and nonvascular interventional procedures. Major sections discuss today's equipment and describe interventions for specific disorders of each organ system, as well as for trauma, pediatric diseases, abscess drainage, and miscellaneous disorders. More than 1,100 illustrations complement the text. This edition incorporates an extensive new section on interventional oncologic procedures. The section covers all organ-specific cancers for which interventional therapies are used. Other sections include artervenous malformations, liver diseases, arterial occlusive disease, aneurysms, traumatic arterial injuries, hemorrhage, and venous diseases. It also has full color.

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Page Count

2360

Publisher

Lippincott Williams & Wilkins

Published Date

ISBN 10

1469852373

ISBN 13

9781469852379

Financial Planning Answer Book (2009)

By: Jeffrey H. Rattiner

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Financial Planning Answer Book (2009)

By: Jeffrey H. Rattiner

Covering the five key areas of financial planning, this guide emphasizes its technical, tax, and regulatory aspects. The areas of discussion include investments, employee benefits and retirement plan assets, insurance, income tax and estate planning, and regulatory issues.

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Page Count

544

Publisher

CCH

Published Date

ISBN 10

0808092170

ISBN 13

9780808092179

Finding Financial Freedom

A Biblical Guide to Your Independence

By: Grant R. Jeffrey

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Finding Financial Freedom

A Biblical Guide to Your Independence

By: Grant R. Jeffrey

Follow God’s rules for financial freedom. In today’s uncertain times, how can you achieve the goal of financial independence? Success depends on a balanced strategy that is based on timeless biblical wisdom and up-to-date financial guidance. Finding Financial Freedom is your guide to prosperity that lasts. Written by Bible scholar and professional financial planner Grant R. Jeffrey, this book shows how you can: · identify and avoid financial traps · escape the spiritual bondage created by a lifestyle of debt · develop a disciplined savings plan that leads to successful investing · claim God’s promise of giving and receiving · shift your thinking from “more income” to “keeping more of your income” · make decisions today that will protect your family and guarantee an income through your retirement years. Here is biblical financial wisdom that’s as immediate as the bills crowding your mailbox. Get started today on the biblical road to wealth with Finding Financial Freedom.

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Page Count

225

Publisher

WaterBrook

Published Date

ISBN 10

0307457451

ISBN 13

9780307457455

West's Encyclopedia of American Law

By: Jeffrey Lehman,Shirelle Phelps

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West's Encyclopedia of American Law

By: Jeffrey Lehman,Shirelle Phelps

Provides current information on more than 5,000 legal topics. Includes completely revised articles covering important issues, biographies, definitions of legal terms and more. Covers such high-profile topics as the Americans with Disabilities Act, capital punishment, domestic violence, gay and lesbian rights, and physician-assisted suicide.

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Page Count

654

Publisher

Gale Cengage

Published Date

ISBN 10

0787663670

ISBN 13

9780787663674

The Complete Financial Handbook for the Newly Divorced

By: Cfp Jeffrey S. Froshman

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The Complete Financial Handbook for the Newly Divorced

By: Cfp Jeffrey S. Froshman

The Complete Financial Handbook for the Newly Divorced is a useful, handy, easy-to-read guidebook, full of interesting and meaningful information that most newly separated or divorced individuals should be thinking about and, hopefully, implementing. This book will address and help to solve the Question of "What do I do next?

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Page Count

108

Publisher

AuthorHouse

Published Date

ISBN 10

1438950322

ISBN 13

9781438950327

Group Psychotherapy with Addicted Populations

An Integration of Theory and Practice

By: Philip J. Flores,Jeffrey Roth,Barney Straus

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Group Psychotherapy with Addicted Populations

An Integration of Theory and Practice

By: Philip J. Flores,Jeffrey Roth,Barney Straus

This newly updated and streamlined edition of Group Psychotherapy with Addicted Populations provides proven strategies for combating alcohol and drug addiction through group psychotherapy. The interventions discussed in the book build on a foundation of addiction as an attachment disorder rooted in the understanding of addiction as a family disease. An appreciation of group and organizational dynamics is used to address the complex experience of developmental trauma that underlies addiction. Having identified the essential theoretical underpinnings of supporting recovery from addiction in Part One, the second half of the book gives a thorough nuts and bolts description of constructing a psychotherapy group and engaging productively in the successive phases of its development from initiation of treatment to termination. The book concludes with specific recommendations for group psychotherapists to increase their competence with groups, deepen their appreciation of group and organizational dynamics and develop a community of support for their own well-being. These methods are important for psychotherapists working with addicted populations who are inexperienced with group psychotherapy as well as seasoned group psychotherapists wishing to enhance their work.

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Page Count

260

Publisher

Taylor & Francis

Published Date

ISBN 10

100090024X

ISBN 13

9781000900248

Book's by Jeffrey A. Roth

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