Overview
Nest Egg is a common sense guide to financial advice for building, protecting, and transferring your wealth. Written by a veteran financial planner, this book outlines the important planning techniques and ideas that make people successful with their money. There is no substitute for good planning and hard work, but this book allows the reader to leverage the knoweldge and experience of a thoughtful planner to substantially shortern the time it takes to become very proficient in the personal financial planning process. Learn how to put a financial planner to work for you to achieve your financial goals.
Full Product Details
Author: Robert H Brown, III
Publisher: Nest Egg Books
Imprint: Nest Egg Books
Dimensions:
Width: 15.20cm
, Height: 1.20cm
, Length: 22.90cm
Weight: 0.295kg
ISBN: 9780615688572
ISBN 10: 0615688578
Pages: 216
Publication Date: 28 January 2013
Audience:
General/trade
,
General
Format: Paperback
Publisher's Status: Active
Availability: Available To Order
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Author Information
Bob Brown is a Registered Representative of LPL Financial (LPL) and a licensed insurance agent and broker. He is FINRA general securities licensed and is an LPL registered financial planner. Bob is also a principal at Lehigh Valley Investment Group in Bethlehem, Pennsylvania. His professional credentials include the Certified Life Underwriter (CLU) and the Chartered Financial Consultant (ChFC) designations from the American College in Bryn Mawr, Pennsylvania. He is also an Accredited Estate Planner (AEP) through the National Association of Estate Planners and Councils headquartered in Cleveland, Ohio. He actively pursues continuing education within the industry through these and other professional organizations. Bob has practiced for 22 years in business as a financial advisor to individuals. He specializes in the areas of: 1) retirement planning 2) estate planning 3) income for life He has earned numerous company and industry awards including Inner Circle, Circle of Honor, Freedom Club and National Quality Award. He is a Past President for the Lehigh Valley Chapter of the Society of Financial Service Professionals and the Estate Planning Council of the Lehigh Valley. He currently serves on the Board of the Lehigh Valley Consortium of Professional Organizations, the Estate Planning Council of the Lehigh Valley, and is Vice-Chair of the Board of Trustees at Moravian Academy in Bethlehem, Pennsylvania. Bob is a frequent speaker at corporate and public seminars, discussing retirement planning, estate planning, and investments. He also conducts professional continuing education programs for CPA's and attorneys throughout Pennsylvania.
