Financial planning series for the personal financial planning and management system part 2



Financial planning process and insurance

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004236373 / 1996-03-20
Date of Publication:
February 21, 1996
Date of Creation:
1996
Title:
Financial planning process and insurance : College for Financial Planning CFP professional education program : study guide.
Basis of Claim:
New Matter: additions.
Previous Registration:
Prev. reg. 1991, TX 3-107-284.
Description:
Sheets.
Copyright Claimant:
National Endowment for Financial Education
Names:
National Endowment for Financial Education (57 documents)
example document: Real estate investment, May 1995

Copyrights records by National Endowment for Financial Education

Financial planning process and insurance

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004278614 / 1996-04-10
Date of Publication:
December 18, 1995
Date of Creation:
1995
Title:
Financial planning process and insurance.
Basis of Claim:
New Matter: new questions.
Series:
CFP professional education program. CFPE1101
Description:
41 p.
Other Title:
CFP professional education program : CFPE1101
Copyright Claimant:
National Endowment for Financial Education
Notes:
Examination.
Names:
National Endowment for Financial Education (57 documents)
example document: Planning for retirement income

Financial planning process and insurance, May 1995

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004293163 / 1996-02-06
Date of Publication:
April 8, 1995
Date of Creation:
1995
Title:
Financial planning process and insurance, May 1995.
Basis of Claim:
New Matter: new questions & compilation.
Copyright Note:
C.O. correspondence.
Series:
CFP professional education program ; CFPE1101
Description:
44 p.
Variant title:
Financial planning process and insurance
Other Title:
CFP professional education program ; CFPE1101
Copyright Claimant:
National Endowment for Financial Education (employer for hire)
Notes:
Examination.
At head of ti.: College for Financial Planning.
Names:
College for Financial Planning (431 documents)
example document: Synopsis

Copyrights records by College for Financial Planning

National Endowment for Financial Education (57 documents)
example document: Pre-retirement financial planning

Financial planning for the retired

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004330196 / 1996-08-05
Date of Publication:
April 22, 1996
Date of Creation:
1996
Title:
Financial planning for the retired : examination.
Basis of Claim:
New Matter: additions, compilation.
Series:
Retirement planning program ; RETP0301, May 1996
Description:
50 p.
Other Title:
Retirement planning program ; RETP0301, May 1996
Copyright Claimant:
National Endowment for Financial Education (employer for hire)
Notes:
At head of ti.: Institute for Retirement Planning, a division of the National Endowment for Financial Education.
Names:
Institute for Retirement Planning (3 documents)
example document: Pre-retirement financial planning
National Endowment for Financial Education (57 documents)
example document: Case studies in estate planning
National Endowment for Financial Education. Institute for Retirement Planning (1 documents)
example document: Pre-retirement financial planning

Financial planning process and insurance

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004330203 / 1996-08-05
Date of Publication:
April 9, 1996
Date of Creation:
1996
Title:
Financial planning process and insurance : examination.
Basis of Claim:
New Matter: additions, compilation.
Series:
CFP professional education program ; CFPE1101, May 1996
Description:
39 p.
Other Title:
CFP professional education program ; CFPE1101, May 1996
Copyright Claimant:
National Endowment for Financial Education (employer for hire)
Notes:
At head of ti.: College for Financial Planning.
Names:
College for Financial Planning (431 documents)
example document: When to retire
National Endowment for Financial Education (57 documents)
example document: Real estate investment, May 1995

Financial planning opportunities using tax form 1040

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004344297 / 1996-08-05
Date of Publication:
April 1, 1996
Date of Creation:
1996
Title:
Financial planning opportunities using tax form 1040.
Basis of Claim:
New Matter: text and compilation.
Description:
Sheets.
Copyright Claimant:
National Endowment for Financial Education
Names:
National Endowment for Financial Education (57 documents)
example document: Income tax planning, May 1995

Financial planning for nonprofit organizations

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004369595 / 1996-10-24
Date of Publication:
July 27, 1996
Date of Creation:
1996
Title:
Financial planning for nonprofit organizations / Jody Blazek.
Basis of Claim:
New Matter: additions.
Series:
Nonprofit law, finance, and management series
Imprint:
New York : J. Wiley, c1996.
Description:
275 p.
Copyright Claimant:
John Wiley & Sons, Inc.
Names:
Jody Blazek (2 documents)
example document: Private foundations

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John Wiley & Sons, Inc. (8450 documents)
example document: Real estate financing

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Financial planning for senior executives

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004470567 / 1997-06-17
Date of Publication:
October 21, 1995
Date of Creation:
1995
Title:
Financial planning for senior executives : vol. 1 : executive MBA seminar / by Joseph F. Dunphy.
Application Title:
Fairleigh Dickinson University executive MBA seminary, Oct. 21, 1995.
Basis of Claim:
New Matter: additions.
Previous Registration:
Prev. reg. 1996, TX 4-222-011.
Description:
2 sound cassettes + 2 sheets.
Variant title:
Financial planning for senior executives : vol. 1
Other Title:
Fairleigh Dickinson University executive MBA seminary, Oct. 21, 1995
Copyright Claimant:
Joseph F. Dunphy, 1948-
Names:
Joseph F. Dunphy 1948-

Financial planning for you & your clients

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004678210 / 1997-10-16
Date of Publication:
July 15, 1997
Date of Creation:
1997
Title:
Financial planning for you & your clients : what every lawyer should know about insurance, investments, estate planning & taxes / L. Rush Hunt, Stephen R. Appel.
Copyright Note:
C.O. correspondence.
Imprint:
Chicago : General Practice, Solo & Small Firm Section, American Bar Association, c1997.
Description:
231 p.
Copyright Claimant:
American Bar Association
Names:
Stephen R. Appel
L. Rush Hunt

Copyrights records by Hunt, L. Rush

American Bar Association (985 documents)
example document: The Developing labor law

Copyrights records by American Bar Association

Financial planning for the utterly confused

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004744777 / 1998-03-09
Date of Publication:
January 8, 1998
Date of Creation:
1998
Title:
Financial planning for the utterly confused / Joel Lerner.
Application Title:
All the help you'll ever need! Financial planning 5th ed. for the utterly confused.
Edition:
5th ed.
Basis of Claim:
New Matter: editorial revisions & additions.
Imprint:
New York : McGraw-Hill, c1998.
Description:
360 p.
Copyright Claimant:
Joel Lerner
Names:
Joel Lerner (7 documents)
example document: Business, second edition, Charles A. Kirkpatrick, Frederick A. Russ

Copyrights records by Lerner, Joel

Financial planning for the entrepreneur

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004771831 / 1998-05-20
Date of Publication:
July 18, 1996
Date of Creation:
1995
Title:
Financial planning for the entrepreneur : notes, profiles, cases / Donald E. Vaughn.
Imprint:
Upper Saddle River, NJ : Prentice Hall, c1997.
Description:
356 p.
Variant title:
Financial planning for the entrepreneur : notes, profiles, cases
Copyright Claimant:
Prentice-Hall, Inc., a Simon & Schuster company
Names:
Donald E. Vaughn (2 documents)
example document: Cases in financial decision making
Prentice-Hall, Inc. (10137 documents)
example document: Religion in American society

Copyrights records by Prentice-Hall, Inc.

Financial planning with variable annuities

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005045436 / 1999-09-03
Date of Publication:
August 20, 1999
Date of Creation:
1999
Title:
Financial planning with variable annuities.
Description:
2 v.
Copyright Claimant:
Dearborn Financial Publishing, Inc.
Names:
Dearborn Financial Publishing, Inc. (616 documents)
example document: Simplified classifieds

Copyrights records by Dearborn Financial Publishing, Inc.

Financial planning for women

Type of Work:
Machine-readable work or computer program
Registration Number / Date:
TX0005099168 / 1999-12-13
Date of Publication:
October 21, 1999
Date of Creation:
1999
Title:
Financial planning for women : making suitable recommendations.
Application Title:
Financial planning for women SET: textbook, software, multiple-choice correspondence exam.
Description:
Computer disk + 97 p.
Variant title:
Financial planning for women : making suitable recommendations
Other Title:
Financial planning for women SET: textbook, software, multiple-choice correspondence exam
Copyright Claimant:
Dearborn Financial Publishing, Inc.
Names:
Dearborn Financial Publishing, Inc. (616 documents)
example document: Principles and practices

Financial planning and the practice of law

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005124407 / 2000-06-28
Date of Publication:
March 17, 2000
Date of Creation:
2000
Title:
Financial planning and the practice of law : live nationwide via satellite on the American Law Network : March 16, 2000.
Basis of Claim:
New Matter: compilation of materials, editing & additional text.
Previous Registration:
Copyright is not claimed on previously published text, governmental works.
Series:
ALI-ABA Video Law Review study materials ; VLR9910
Description:
84 p.
Other Title:
ALI-ABA Video Law Review study materials ; VLR9910
Copyright Claimant:
American Law Institute
Names:
American Law Institute (1676 documents)
example document: Labor and employment law

Copyrights records by American Law Institute

Financial planning practice standards

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005258820 / 2000-08-28
Date of Publication:
April 1, 2000
Date of Creation:
2000
Title:
Financial planning practice standards.
Basis of Claim:
New Matter: new & rev. text.
Previous Registration:
Prev. reg. 1999, TXu 645-711.
Description:
1 v.
Copyright Claimant:
Certified Financial Planner Board of Standards, Inc.
Names:
Certified Financial Planner Board of Standards, Inc. (54 documents)
example document: CFP certification examination

Copyrights records by Certified Financial Planner Board of Standards, Inc.

Financial planning with variable annuities

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005296373 / 2000-10-13
Date of Publication:
May 1, 1999
Date of Creation:
1999
Title:
Financial planning with variable annuities : [set : text, exam]
Description:
91 p.
Copyright Claimant:
Dearborn Financial Publishing, Inc.
Names:
Dearborn Financial Publishing, Inc. (616 documents)
example document: Uniform standards of professional appraisal practice

Financial planning for older clients

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005340896 / 2001-01-17
Date of Publication:
September 27, 2000
Date of Creation:
2000
Title:
Financial planning for older clients / James E. Pearman, Jr.
Imprint:
Chicago : CCH, c2000.
Description:
375 p.
Copyright Claimant:
CCH, Inc.
Names:
Pearman, James E., Jr.
CCH, Inc. (459 documents)
example document: Bankruptcy Act of 2005--online self-study course

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Financial planning--the new century

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005341587 / 2001-02-05
Date of Publication:
January 8, 2001
Date of Creation:
2000
Title:
Financial planning--the new century : The American college's guide to the state of the art for financial services professionals / Burton T. Beam, Roger C. Bird, David M. Cordell, et al.
Edition:
5th ed.
Basis of Claim:
New Matter: rev. compilation.
Previous Registration:
Prev. reg. 1997, TX 4-586-386.
Imprint:
Bryn Mawr, PA : American College, c2001.
Description:
1 v.
Other Title:
The American college's guide to the state of the art for financial services professionals
Copyright Claimant:
American College (Bryn Mawr, PA) (employer for hire)
Names:
Burton T. Beam
Roger C. Bird (4 documents)
example document: Mutual funds
David M. Cordell (9 documents)
example document: Financial decision making at retirement

Copyrights records by Cordell, David M.

American College (Bryn Mawr, PA) (279 documents)
example document: Group benefits

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Financial planning today

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005382273 / 2001-04-06
Date of Publication:
March 9, 2001
Date of Creation:
2001
Title:
Financial planning today.
Description:
Folder.
Copyright Claimant:
Certified Financial Planner Board of Standards, Inc.
Names:
Certified Financial Planner Board of Standards, Inc.

Financial planning practice standards

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005409440 / 2001-08-14
Date of Publication:
April 16, 2001
Date of Creation:
2001
Title:
Financial planning practice standards.
Basis of Claim:
New Matter: revision & addition.
Previous Registration:
Prev. reg. 2000, TX 5-258-820.
Description:
79 p.
Copyright Claimant:
Certified Financial Planner Board of Standards, Inc.
Names:
Certified Financial Planner Board of Standards, Inc. (54 documents)
example document: CFP certification examination

Financial planning and management in public organizations

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005490451 / 2001-11-28
Date of Publication:
August 17, 2001
Date of Creation:
2000
Title:
Financial planning and management in public organizations / Alan Walter Steiss, Emeka O. Cyprian Nwagwu.
Imprint:
New York : Marcel Dekker, c2001.
Description:
408 p.
Copyright Claimant:
Marcel Dekker, Inc.
Names:
Alan Walter Steiss 1937-
'Emeka O. Cyprian Nwagwu 1945-
Marcel Dekker, Inc. (1778 documents)
example document: Basic cost engineering

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Financial planning resources

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005725088 / 2003-03-07
Date of Publication:
June 21, 2002
Date of Creation:
2002
Title:
Financial planning resources : tools to help educate employees.
Application Title:
Workplace education program datasheets.
Description:
Card.
Variant title:
Financial planning resources : tools to help educate employees
Other Title:
Workplace education program datasheets
Copyright Claimant:
Certified Financial Planner Board of Standards, Inc.
Names:
Certified Financial Planner Board of Standards, Inc. (54 documents)
example document: CFP certification examination, November 2004, form

Financial planning resource kit

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005728046 / 2002-12-23
Date of Publication:
September 17, 2002
Date of Creation:
2002
Title:
Financial planning resource kit.
Copyright Note:
C.O. correspondence.
Description:
Folder.
Copyright Claimant:
Certified Financial Planner Board of Standards, Inc.
Names:
Certified Financial Planner Board of Standards, Inc. (54 documents)
example document: Life is a dream

Financial planning and monitoring in nonprofit organizations

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005759303 / 2003-04-11
Date of Publication:
January 1, 2000
Date of Creation:
2000
Title:
Financial planning and monitoring in nonprofit organizations.
Copyright Note:
C.O. correspondence.
Description:
1 v.
Copyright Claimant:
Maryland Association of Nonprofit Organizations
Names:
Maryland Association of Nonprofit Organizations (6 documents)
example document: Solicitation and acceptance of gifts

Copyrights records by Maryland Association of Nonprofit Organizations

Financial planning strategies

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005766584 / 2003-06-29
Date of Publication:
June 2, 2003
Date of Creation:
2003
Title:
Financial planning strategies : seminar appointment card / A. G. Edwards.
Variant title:
Financial planning strategies : seminar appointment card
Copyright Claimant:
A. G. Edwards & Sons, Inc. (employer for hire)
Names:
A. G. Edwards (21 documents)
example document: You're safe with treasury zeros

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A.G. Edwards & Sons, Inc. (134 documents)
example document: Quick reference for gathering client assets

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Financial planning

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005829354 / 2003-10-10
Date of Publication:
June 14, 2003
Date of Creation:
2003
Title:
Financial planning.
Description:
Folder.
Copyright Claimant:
USAA Educational Foundation
Names:
USAA Educational Foundation (15 documents)
example document: Health insurance

Copyrights records by USAA Educational Foundation

Financial planning resources

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005835214 / 2003-09-09
Date of Publication:
June 27, 2003
Date of Creation:
2003
Title:
Financial planning resources : tools to help educate employees.
Application Title:
Workplace education program datasheets.
Basis of Claim:
New Matter: revisions & additions.
Previous Registration:
Prev. reg. 2003, TX 5-725-088.
Description:
2 p.
Variant title:
Financial planning resources : tools to help educate employees.
Other Title:
Workplace education program datasheets.
Copyright Claimant:
Certified Financial Planner Board of Standards, Inc.
Names:
Certified Financial Planner Board of Standards, Inc. (54 documents)
example document: Code of ethics and professional responsibility

Financial planning

Type of Work:
Machine-readable work or computer program
Registration Number / Date:
TX0005944955 / 2004-03-08
Date of Publication:
February 20, 2004
Date of Creation:
2003
Title:
Financial planning : FINA430.
Edition:
3rd ed.
Description:
CD-ROM.
Variant title:
Financial planning : FINA430.
Copyright Claimant:
Franklin University (Colmbus, OH)
Names:
Franklin University (Colmbus, OH) (3 documents)
example document: Decision-making and problem-solving

Financial planning strategies seminar appointment card

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005955875 / 2003-09-19
Date of Publication:
June 10, 2003
Date of Creation:
2003
Title:
Financial planning strategies seminar appointment card.
Basis of Claim:
New Matter: revisions.
Previous Registration:
Prev. reg. 2003, TX 5-766-584.
Copyright Note:
C.O. correspondence.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc.

Financial planning toolkit (2002)

Type of Work:
Machine-readable work or computer program
Registration Number / Date:
TX0005973201 / 2004-07-23
Date of Publication:
October 30, 2002
Date of Creation:
2002
Title:
Financial planning toolkit (2002)
Basis of Claim:
New Matter: new text, compilation, additions & revisions.
Description:
CD-ROM.
Copyright Claimant:
CCH, Inc.
Names:
CCH, Inc. (459 documents)
example document: Code of ethics and professional responsibility for financial planners
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