Home » J.K. Lasser Pro Advising Mature Clients: The New Science of Wealth Span Planning by Neal E. Cutler
J.K. Lasser Pro Advising Mature Clients: The New Science of Wealth Span Planning Neal E. Cutler

J.K. Lasser Pro Advising Mature Clients: The New Science of Wealth Span Planning

Neal E. Cutler

Published March 26th 2002
ISBN :
Kindle Edition
247 pages
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 About the Book 

FINANCIAL PLANNING FOR THE CHANGING NEEDS OF AN AGING SOCIETYCutler has hit a financial literacy home run. He has done an outstanding job of educating the professional working with the mature market about the psychology and complexity of the WealthMoreFINANCIAL PLANNING FOR THE CHANGING NEEDS OF AN AGING SOCIETYCutler has hit a financial literacy home run. He has done an outstanding job of educating the professional working with the mature market about the psychology and complexity of the Wealth Span and about the financial issues and products that figure prominently in executing a successful strategy for older clients and families. This book is about as comprehensive as you can get for understanding the nuances of financial planning for mature consumers. It is filled with information, insight, resources, and (thankfully!) humor!-John N. Migliaccio, PhD, President, Maturity Mark Services Co.Learning across disciplines will be the way of the future. Dr. Cutler is in the unique position to authoritatively discuss advising mature clients from both the gerontological and financial planning perspectives. This latest in the Lasser Pro Series is sure to be a must for anyone who wants to do holistic financial planning for older clients.-Kenn Beam Tacchino, JD, LLM, Professor of Taxation and Financial Planning, Widener University- Editor, Journal of Financial Service ProfessionalsDr. Cutler has written a cutting-edge guide for the myriad professionals who advise mature clients and adult children of older parents. His book is timely, much needed, and will undoubtedly become the definitive reference for practitioners and students of aging and the economics of aging.-Lois A. Vitt, PhD, Director, Institute for Socio-Financial Studies- Editor-in-Chief, Encyclopedia of Financial GerontologyDr. Cutler has provided a valuable resource to those of us in the financial industry. He has provided clear, concise commentary on the issues facing our aging population with actionable suggestions for the financial advisor. I highly recommend it to my fellow professionals.-Kelly B. Auslander, CFP, President, American Financial Advisors, Inc.Please visit our Web site at www.jklasser.com