Bibliograph

52 weeks to prosperity, what your accountant, banker, broker and financial adviser might not tell you

Type

Label

52 weeks to prosperity, what your accountant, banker, broker and financial adviser might not tell you

Language

eng

Index

no index present

Literary Form

non fiction

Main title

52 weeks to prosperity

Medium

electronic resource

Nature of contents

dictionaries

Sub title

what your accountant, banker, broker and financial adviser might not tell you

Summary

When an unscrupulous stock broker took Peggy Doviak's mother to the cleaners, Peggy did not just get mad-she changed careers. She became a CERTIFIED FINANCIAL PLANNER (TM)-vowing to ensure that what happened to her mother would never happen to anyone else. From the very first day, Peggy committed to putting her clients first through a fiduciary relationship, not realizing then that this was optional and unpopular to many so-called financial advisers. She went on to earn a master's in finance with an emphasis in financial analysis (she already had a doctorate in education). And now she works with financial literacy organizations, hosts a Knowledge Circle for the Financial Planning Association, writes a column for the Journal of Financial Planning, and hosts the syndicated radio program Ask Peggy (R). Although Peggy can't keep every consumer safe, she keeps trying

Target audience

adult

resource.variantTitle

Fifty two weeks to prosperity

Classification