Financial planning series for the personal financial planning and management system part 3





Financial planning

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0006000967 / 2004-07-23
Date of Publication:
July 21, 2004
Date of Creation:
2004
Title:
Financial planning : education & retirement funding, exam code 183.
Description:
13 p.
Variant title:
Financial planning : education & retirement funding, exam code 183.
Copyright Claimant:
Bruce W. Saenger, 1943-
Names:
Bruce W. Saenger 1943-

Financial planning 101

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0006003553 / 2004-07-12
Date of Publication:
September 5, 2002
Date of Creation:
2002
Title:
Financial planning 101.
Basis of Claim:
New Matter: new material.
Description:
7 p.
Copyright Claimant:
Certified Financial Planner Board of Standards, Inc.
Notes:
PowerPoint presentation.
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 resources

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0006088864 / 2004-09-16
Date of Publication:
July 16, 2004
Date of Creation:
2004
Title:
Financial planning resources : tools to help educate students : Careers in financial planning : what your students should know.
Application Title:
Teacher resource datasheet.
Description:
2 p.
Other Title:
Teacher resource datasheet
Careers in financial planning
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

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0006171041 / 2005-05-17
Date of Publication:
January 1, 2002
Date of Creation:
2002
Title:
Financial planning.
Copyright Note:
Cataloged from appl. only.
Copyright Claimant:
Continuing Education Insurance School of Florida, Inc.
Names:
Continuing Education Insurance School of Florida, Inc. (3 documents)
example document: Long term care coverage

Copyrights records by Continuing Education Insurance School of Florida, Inc.



Financial planning

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0006274155 / 2006-01-27
Date of Publication:
April 1, 2005
Date of Creation:
2005
Title:
Financial planning : process and environment instructor handbook.
Application Title:
HS 300 instructor handbook for examination from April 1, 2005 through March 31, 2006, financial planning: process and environment.
Description:
1 v.
Copyright Claimant:
American College
Names:
American College (65 documents)
example document: Executive compensation

Copyrights records by American College



Financial planning

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0006302359 / 2006-01-27
Date of Publication:
April 1, 2005
Date of Creation:
2005
Title:
Financial planning : process and environment.
Basis of Claim:
New Matter: additional text, editing & compilation.
Previous Registration:
Some text is preexisting.
Copyright Note:
Cataloged from appl. only.
Copyright Claimant:
American College (Bryn Mawr, PA)
Names:
American College (Bryn Mawr, PA) (279 documents)
example document: Financial decision making at retirement

Copyrights records by American College (Bryn Mawr, PA)



Financial planning

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0006305893 / 2006-01-27
Date of Publication:
April 1, 2005
Date of Creation:
2005
Title:
Financial planning : process and environment : HS 300 : student syllabus for examinations from April 1, 2005 through March 31, 2006.
Copyright Note:
Cataloged from appl. only.
Copyright Claimant:
American College (Bryn Mawr, PA)
Names:
American College (Bryn Mawr, PA) (279 documents)
example document: Individual health insurance

Financial planning

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0006339571 / 2006-03-01
Date of Publication:
September 1, 2005
Date of Creation:
2005
Title:
Financial planning : summary review.
Basis of Claim:
New Matter: additions & revisions.
Previous Registration:
Prev. reg as Summary review of CFP : financial planning process and insurance, TX 3-983-838, 1995.
Copyright Note:
Cataloged from appl. only.
Other Title:
Summary review of CFP : financial planning process and insurance
Copyright Claimant:
Jake C. Keir, Inc. t/a Keir Educational Resources
Names:
Jake C. Keir, Inc.
Keir Educational Resources

Copyrights records by Keir Educational Resources



Financial planning--the next step

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0006420793 / 2006-08-18
Date of Publication:
August 4, 2006
Date of Creation:
2006
Title:
Financial planning--the next step : a practical approach to merging your clients' money with their lives.
Copyright Note:
Cataloged from appl. only.
Copyright Claimant:
FPA Press
Authorship on Application:
entire text: Roy T. Diliberto, 1940-.
Names:
Roy T. Diliberto 1940-
FPA Press

Financial planning process course

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0006453670 / 2006-10-17
Date of Publication:
July 11, 2006
Date of Creation:
2006
Title:
Financial planning process course.
Edition:
7th ed., rev.
Basis of Claim:
New Matter: new & rev. text.
Previous Registration:
Prev. reg.
Copyright Note:
Cataloged from appl. only.
Copyright Claimant:
DF Institute, Inc.
Names:
DF Institute, Inc. (57 documents)
example document: Rhode Island life, accident and health insurance license exam manual

Copyrights records by DF Institute, Inc.



Financial planning for the non-financial manager

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TXu000006738 / 1978-08-04
Date of Creation:
1978
Title:
Financial planning for the non-financial manager.
Application Title:
Finance & accounting for the non-accountant.
Description:
Sheets.
Copyright Claimant:
Consulting Associates of Virginia, Inc.
Authorship on Application:
Consulting Associates of Virginia, Inc.
Names:
Consulting Associates of Virginia, Inc.

Financial planning seminar training manual

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TXu000020704 / 1979-03-06
Date of Creation:
1979
Title:
Financial planning seminar training manual / by Anne R. Plack.
Description:
Sheets.
Copyright Claimant:
Anne R. Plack
Names:
Anne R. Plack 1933-

Financial planning, 1981

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TXu000072631 / 1981-06-01
Date of Creation:
1981
Title:
Financial planning, 1981.
Description:
1 v.
Copyright Claimant:
Neil J. Boyer
Authorship on Application:
Neil J. Boyer.
Names:
Neil J. Boyer 1941-

Financial planning data questionnaire

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TXu000097391 / 1982-05-28
Date of Creation:
1982
Title:
Financial planning data questionnaire.
Description:
16 p.
Copyright Claimant:
Randy Neumann
Authorship on Application:
text & compilation of terms: Randy Neumann.
Names:
Randy Neumann 1948-

Financial planning seminar

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TXu000115466 / 1983-01-20
Date of Creation:
1982
Title:
Financial planning seminar : let's examine your current plan / Patricia Herskind [i.e. Patricia A. Herskind]
Application Title:
The Total financial planning seminar brochure.
Description:
1 v.
Other Title:
The Total financial planning seminar brochure
Copyright Claimant:
Patricia Herskind
Names:
Patricia A. Herskind 1945-

Financial planning series for the personal financial planning and management system

Type of Work:
Machine-readable work or computer program
Registration Number / Date:
TXu000119248 / 1983-02-15
Date of Creation:
1983
Title:
Financial planning series for the personal financial planning and management system : with rates for Western Reserve Life / by Dan Galanffy [i.e. Daniel P. Galanffy]
Description:
1 v. + printout.
Copyright Claimant:
Donald L. Cudney, d.b.a. Innovative Computer Services
Names:
Daniel P. Galanffy 1949-
Donald L. Cudney
Dan Galanffy
Innovative Computer Services

Financial planning for spouses

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TXu000126648 / 1983-05-19
Date of Creation:
1982
Title:
Financial planning for spouses / by Harold Fallon.
Description:
29 p.
Copyright Claimant:
Harold Fallon
Names:
Harold Fallon 1910-

Financial planning for the banking industry

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TXu000129850 / 1983-06-27
Date of Creation:
1983
Title:
Financial planning for the banking industry / by Richard T. Holm.
Description:
13 p.
Copyright Claimant:
Richard Thomas Holm
Names:
Richard Thomas Holm 1950-

Financial planning and simulation module

Type of Work:
Machine-readable work or computer program
Registration Number / Date:
TXu000153105 / 1984-01-09
Date of Creation:
1983
Title:
Financial planning and simulation module : Personal financial forecasting and simulation module.
Other Title:
Personal financial forecasting and simulation module
Copyright Claimant:
William R. Coffman
Notes:
Cataloged from appl.
Authorship on Application:
William R. Coffman.
Names:
William R. Coffman 1936-

Financial planning 1

Type of Work:
Machine-readable work or computer program
Registration Number / Date:
TXu000153910 / 1984-03-09
Date of Creation:
1983
Title:
Financial planning 1.
Description:
Sheets (23 p.) + Printout.
Copyright Claimant:
Christopher J. Freebairn
Authorship on Application:
Christopher J. Freebairn.
Names:
Christopher J. Freebairn 1960-

Financial planning for farmers

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TXu000160603 / 1984-05-17
Date of Creation:
1984
Title:
Financial planning for farmers / by Wayne F. Dohrmann.
Description:
15 p.
Copyright Claimant:
Wayne F. Dohrmann
Names:
Wayne F. Dohrmann 1937-

Financial planning and projection model for the thrift industry

Type of Work:
Machine-readable work or computer program
Registration Number / Date:
TXu000182808 / 1985-01-07
Date of Creation:
1984
Title:
Financial planning and projection model for the thrift industry.
Copyright Claimant:
Richard D. Koller and Robert L. Losey
Notes:
Cataloged from appl.
Authorship on Application:
Richard D. Koller and Robert L. Losey.
Names:
Richard D. Koller 1960-
Robert L. Losey 1944-

Financial planning workbook

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TXu000215625 / 1985-10-28
Date of Creation:
1985
Title:
Financial planning workbook / prepared by Baird E. McGrorty.
Description:
63 p.
Copyright Claimant:
Baird Elaine McGrorty
Names:
Baird Elaine McGrorty 1941-

Financial planning programs for Lotus 1-2-3

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TXu000233507 / 1986-03-27
Date of Creation:
1986
Title:
Financial planning programs for Lotus 1-2-3 : prev. or alternative ti., Paramount financial series 1.
Other Title:
Paramount financial series 1
Copyright Claimant:
Guy P. Santolucito d.b.a. Paramount Financial Services
Notes:
Cataloged from appl. only.
Authorship on Application:
Guy P. Santolucito.
Names:
Guy P. Santolucito 1953-
Paramount Financial Services

Financial planning programs for Lotus 1-2-3

Type of Work:
Machine-readable work or computer program
Registration Number / Date:
TXu000236158 / 1986-04-16
Date of Creation:
1986
Title:
Financial planning programs for Lotus 1-2-3.
Series:
Paramount financial series ; 2
Other Title:
Paramount financial series ; 2
Copyright Claimant:
Guy P. Santolucito d.b.a. Paramount Financial Services
Notes:
Cataloged from appl. only.
Authorship on Application:
Guy P. Santolucito.
Names:
Guy P. Santolucito 1953-
Paramount Financial Services

Financial planning programs for Lotus 1-2-3

Type of Work:
Machine-readable work or computer program
Registration Number / Date:
TXu000236159 / 1986-04-16
Date of Creation:
1986
Title:
Financial planning programs for Lotus 1-2-3.
Series:
Paramount financial series ; 3
Other Title:
Paramount financial series ; 3
Copyright Claimant:
Guy P. Santolucito d.b.a. Paramount Financial Services
Notes:
Cataloged from appl. only.
Authorship on Application:
Guy P. Santolucito.
Names:
Guy P. Santolucito 1953-
Paramount Financial Services

Financial planning programs for Lotus 1-2-3

Type of Work:
Machine-readable work or computer program
Registration Number / Date:
TXu000243903 / 1986-07-02
Date of Creation:
1986
Title:
Financial planning programs for Lotus 1-2-3.
Edition:
Version 2.
Basis of Claim:
New Matter: revisions.
Previous Registration:
Prev. reg. 1986, TX [i.e. TXu] 236-159.
Series:
Paramount financial series ; 3
Other Title:
Paramount financial series ; 3
Copyright Claimant:
Guy P. Santolucito d.b.a. Paramount Financial Services
Notes:
Cataloged from appl. only.
Authorship on Application:
Guy P. Santolucito.
Names:
Guy P. Santolucito 1953-
Paramount Financial Services

Financial planning programs for Lotus 1-2-3

Type of Work:
Machine-readable work or computer program
Registration Number / Date:
TXu000243904 / 1986-07-02
Date of Creation:
1986
Title:
Financial planning programs for Lotus 1-2-3.
Edition:
Version 3.0.
Series:
Paramount financial series ; 4
Other Title:
Paramount financial series ; 4
Copyright Claimant:
Guy P. Santolucito d.b.a. Paramount Financial Services
Notes:
Cataloged from appl. only.
Authorship on Application:
Guy P. Santolucito.
Names:
Guy P. Santolucito 1953-
Paramount Financial Services

Financial planning programs for Lotus 1-2-3

Type of Work:
Machine-readable work or computer program
Registration Number / Date:
TXu000244269 / 1986-07-02
Date of Creation:
1986
Title:
Financial planning programs for Lotus 1-2-3 : prev. or alternative ti., Paramount Financial : ser. 1, version 3.1.
Basis of Claim:
New Matter: revisions & additions.
Previous Registration:
Prev. reg. 1986, TXu 233-507.
Other Title:
Paramount Financial : ser. 1, version 3.1.
Copyright Claimant:
Guy P. Santolucito d.b.a. Paramount Financial Services
Notes:
Cataloged from appl.
Computer program.
Authorship on Application:
Guy P. Santolucito.
Names:
Guy P. Santolucito 1953-
Paramount Financial Services

Financial planning programs for Lotus 1-2-3

Type of Work:
Machine-readable work or computer program
Registration Number / Date:
TXu000244270 / 1986-07-02
Date of Creation:
1986
Title:
Financial planning programs for Lotus 1-2-3 : prev. or alternative ti., Paramount financial series 5, version 4.1.
Other Title:
Paramount financial series 5, version 4.1.
Copyright Claimant:
Guy P. Santolucito d.b.a. Paramount Financial Services
Notes:
Cataloged from appl.
Computer program.
Authorship on Application:
Guy P. Santolucito.
Names:
Guy P. Santolucito 1953-
Paramount Financial Services

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