Skip to content

J.K. Lasser Pro New Strategies for College Funding: An Advisor's Guide [With
Stock Photo: Cover May Be Different

J.K. Lasser Pro New Strategies for College Funding: An Advisor's Guide [With CDROM] Hardcover - 2002

by Raymond D. Loewe


From the publisher

A PROFESSIONAL GUIDE TO PLANNING FOR COLLEGE FUNDING

A properly designed college savings plan is key to providing a college education as well as the best way to avoid any surprises. Yet many parents fail to realize how much time, money, and commitment are needed to accomplish this goal. As an advisor, you must guide your clients through this process with poise and confidence, and J.K. Lasser Pro New Strategies for College Funding: An Advisor's Guide with its companion CD-ROM will help you do just that.

Filled with expert advice, real-world case studies, and invaluable tools, techniques, worksheets, and checklists, this comprehensive guide will allow you to connect with your clients and plan for their children's college education in the best way possible.

Organized into three complementary sections, J.K. Lasser Pro New Strategies for College Funding will help you:
* Quantify the college problem for your clients and communicate effectively and motivationally to each of them by using tools such as The College Savings Calculator(TM), The Financial Aid Test(TM), and The College Funding Integrator(TM), as well as spreadsheets that allow you to calculate exactly what clients need to save on a monthly basis
* Choose the tools you need to implement the plan-Coverdell Education Savings Account (formerly the Education IRA), Qualified Tuition Savings, Prepaid Tuition Plans, Savings Bonds, and much more-while balancing income tax strategies, financial aid strategies, and control of money issues
* Put the plan together and build in appropriate exit strategies to give your plan the flexibility it needs


And this is just a sampling of the expertise this book provides. Pick up J.K. Lasser Pro New Strategies for College Funding and find out how to create and implement a successful college savings plan that is right for each of your clients' personal needs and goals.

Please visit our Web site at www.jklasser.com

First line

HASH(0x10abb5e0)

Details

  • Title J.K. Lasser Pro New Strategies for College Funding: An Advisor's Guide [With CDROM]
  • Author Raymond D. Loewe
  • Binding Hardcover
  • Edition First Printing
  • Pages 265
  • Volumes 1
  • Language ENG
  • Publisher John Wiley & Sons, New York
  • Date April 19, 2002
  • Illustrated Yes
  • ISBN 9780471219897 / 0471219894
  • Weight 1.2 lbs (0.54 kg)
  • Dimensions 9.26 x 6.34 x 1.03 in (23.52 x 16.10 x 2.62 cm)
  • Library of Congress subjects Finance, Personal - United States, College costs - United States
  • Library of Congress Catalog Number 2001008390
  • Dewey Decimal Code 378.309

About the author

RAYMOND D. LOEWE, CLU, ChFC, is a nationally recognized expert in college financial planning. His firm, College Money, founded in 1978, is one of the oldest continually operating college financial planning companies in the country. He also provides training and consulting services to other financial planning professionals. Loewe is the developer of The College Money System and directs the Financial Resources Network, Inc., a financial consulting firm. Loewe holds an MBA from Wharton and a BS in electrical engineering from the University of Pennsylvania.
KC DEMPSTER, ChFC, has been a part of the college planning industry for over fifteen years. Dempster is the Director of Program Development for College Money, of Marlton, New Jersey. In this capacity she is involved with developing, marketing, and training financial service professionals to market their businesses through college planning. Dempster graduated summa cum laude from Widener University in Chester, Pennsylvania with a BS in business administration.
Back to Top

More Copies for Sale

New Strategies for College Funding : An Advisor's Guide
Stock Photo: Cover May Be Different

New Strategies for College Funding : An Advisor's Guide

by Dempster, K. C., Loewe, Raymond D

  • Used
Condition
Used - Very Good
ISBN 10 / ISBN 13
9780471219897 / 0471219894
Quantity Available
1
Seller
Mishawaka, Indiana, United States
Seller rating:
This seller has earned a 5 of 5 Stars rating from Biblio customers.
Item Price
NZ$10.96
FREE shipping to USA

Show Details

Description:
Wiley & Sons, Incorporated, John. Used - Very Good. Used book that is in excellent condition. May show signs of wear or have minor defects.
Item Price
NZ$10.96
FREE shipping to USA
J.K. Lasser Pro New Strategies for College Funding: An Advisor's Guide
More Photos

J.K. Lasser Pro New Strategies for College Funding: An Advisor's Guide: Includes sealed CD rom.

by Raymond D. Loewe

  • New
  • Hardcover
  • first
Condition
NEW
Edition
2002 10-1 First
Binding
Hardcover
ISBN 10 / ISBN 13
9780471219897 / 0471219894
Quantity Available
1
Seller
Winfield, Illinois, United States
Seller rating:
This seller has earned a 5 of 5 Stars rating from Biblio customers.
Item Price
NZ$25.53
NZ$8.49 shipping to USA

Show Details

Description:
An unused hardcover with tight binding and a sealed CD ROM attached to the back of the book. The stick says if you break the seal it is unrefundable. The seal is not broken. In the Appendix section, about ten page ends got crushed/ripped from poor storage. The dust jacket has a scuff near the spine.
Item Price
NZ$25.53
NZ$8.49 shipping to USA
J.K. Lasser Pro New Strategies for College Funding: An Advisor's Guide
Stock Photo: Cover May Be Different

J.K. Lasser Pro New Strategies for College Funding: An Advisor's Guide

by Loewe, Raymond D.

  • Used
Condition
UsedGood
ISBN 10 / ISBN 13
9780471219897 / 0471219894
Quantity Available
1
Seller
Hillsboro, Ohio, United States
Seller rating:
This seller has earned a 5 of 5 Stars rating from Biblio customers.
Item Price
NZ$29.50
NZ$10.20 shipping to USA

Show Details

Description:
UsedGood. Ex-library usual stamps and markings Good condition but not perfect, Cover has minor nicks and tears, spine shows some creases from use. Ask Questions and request photos if your buying for the cover and not the content. STOCK PHOTOS MAY VARY FROM THE ACTUAL ITEM. ACTUAL PHOTOS AVAIL. UPON REQUEST.
Item Price
NZ$29.50
NZ$10.20 shipping to USA
J.K. Lasser Pro New Strategies for College Funding: An Advisor's Guide
Stock Photo: Cover May Be Different

J.K. Lasser Pro New Strategies for College Funding: An Advisor's Guide

by Raymond D. Loewe

  • Used
  • good
  • Hardcover
Condition
Used - Good
Binding
Hardcover
ISBN 10 / ISBN 13
9780471219897 / 0471219894
Quantity Available
1
Seller
HOUSTON, Texas, United States
Seller rating:
This seller has earned a 4 of 5 Stars rating from Biblio customers.
Item Price
NZ$53.91
FREE shipping to USA

Show Details

Description:
Wiley, 2002-04-19. Hardcover. Good.
Item Price
NZ$53.91
FREE shipping to USA