Ken Ziesenheim's Books

J.K. Lasser Pro Separate Account Management

An Investment Management Strategy Designed for High Net Worth Individuals

By: Larry Chambers,Ken Ziesenheim,Peter Trevisani

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J.K. Lasser Pro Separate Account Management

An Investment Management Strategy Designed for High Net Worth Individuals

By: Larry Chambers,Ken Ziesenheim,Peter Trevisani

A FINANCIAL ADVISOR'S GUIDE TO A PERSONAL AND FLEXIBLE MONEY MANAGEMENT APPROACH FOR HIGH NET WORTH CLIENTS Twenty years ago separate account management programs (SAMs) were reserved for the sophisticated advisor who only served the very wealthy. Today, SAM programs have become available to most advisors and several layers of the affluent. If you intend to work with affluent clients that demand personal and flexible service, you must have a complete understanding of this approach to money management-and J.K. Lasser Pro Separate Account Management is the perfect guide. Filled with in-depth insights and expert advice, J.K. Lasser Pro Separate Account Management will introduce you to the nuances of separate account management as well as show you how to use this investment vehicle to build your business and help your clients reach their financial goals. This invaluable resource will: * Take the mystery out of providing professional asset management services to a broad cross section of your clients * Educate you about the opportunities and advantages of using separately managed accounts * Provide you with information about how separately managed accounts work as well as who should be in them * Illustrate how you can employ separately managed accounts in your financial advisory practice * Learn how to convert from commission to fees * And much more Filled with practical guidance and vital information, J.K. Lasser Pro Separate Account Management is a valuable road map for financial professionals looking to master this unique approach to managing money.

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Page Count

289

Publisher

John Wiley & Sons

Published Date

ISBN 10

0471441457

ISBN 13

9780471441458

Protect Your 401(k)

By: Larry Chambers,Ken Ziesenheim

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Protect Your 401(k)

By: Larry Chambers,Ken Ziesenheim

A PAPERBACK ORIGINAL Straightforward facts for all workers looking to protect their company 401(k) assets in a postEnron world From Enron on down, recent high-profile bankruptcies have awakened American workers to the vulnerability of their 401(k) plans and left millions wondering what they can do to protect themselves. Protect Your 401(k) hits this market with practical, accessible answers, explaining everything from what a 401(k) is to how to take full advantage of matching programs, assert control over investment policy, and more. In-depth enough to guide readers from starting a plan through taking distributions, yet plain-talking enough to be understood by all workers regardless of their backgrounds, Protect Your 401(k) covers: Simple steps every worker should take first How 401(k) plans work Advanced strategies for really putting a plan to work Warning signs of a 401(k) provider in trouble How to get your money out safely

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