The Use of charitable remainder trusts in financial planning, The Impact of sponsor mergers on the advanced planner



The Impact of sponsor mergers on the advanced planner

Type of Work:
Motion picture or filmstrip
Registration Number / Date:
PA0000299585 / 1985-12-06
Date of Publication:
October 1, 1985
Date of Creation:
1985
Title:
The Impact of sponsor mergers on the advanced planner.
Copyright Note:
C.O. correspondence.
Imprint:
[Atlanta] : International Assn. for Financial Planning, c1985.
Description:
1 videocassette (VHS) : sd., col. ; 1/2 in.
Copyright Claimant:
International Association for Financial Planning, Inc.
Authorship on Application:
International Association for Financial Planning, Inc., employer for hire.
Names:
International Association for Financial Planning, Inc.

Copyrights records by International Association for Financial Planning, Inc.

On-going due diligence

Type of Work:
Motion picture or filmstrip
Registration Number / Date:
PA0000299586 / 1985-12-06
Date of Publication:
October 1, 1985
Date of Creation:
1985
Title:
On-going due diligence : do you know how well your investment recommendations are doing?
Copyright Note:
C.O. correspondence.
Imprint:
[Atlanta] : International Assn. for Financial Planning, c1985.
Description:
1 videocassette (VHS) : sd., col. ; 1/2 in.
Variant title:
On-going due diligence : do you know how well your investment recommendations are doing?
Copyright Claimant:
International Association for Financial Planning, Inc.
Authorship on Application:
International Association for Financial Planning, Inc., employer for hire.
Names:
International Association for Financial Planning, Inc.

The Upcoming tax legislation

Type of Work:
Motion picture or filmstrip
Registration Number / Date:
PA0000299616 / 1985-12-06
Date of Publication:
October 1, 1985
Date of Creation:
1985
Title:
The Upcoming tax legislation.
Copyright Note:
C.O. correspondence.
Imprint:
[Atlanta] : International Assn. for Financial Planning, c1985.
Description:
1 videocassette (VHS) : sd., col. ; 1/2 in.
Copyright Claimant:
International Association for Financial Planning, Inc.
Authorship on Application:
International Association for Financial Planning, Inc., employer for hire.
Names:
International Association for Financial Planning, Inc.

The Use of charitable remainder trusts in financial planning

Type of Work:
Motion picture or filmstrip
Registration Number / Date:
PA0000299617 / 1985-12-06
Date of Publication:
October 1, 1985
Date of Creation:
1985
Title:
The Use of charitable remainder trusts in financial planning.
Imprint:
[Atlanta] : International Assn. for Financial Planning, c1985.
Description:
1 videocassette (VHS) : sd., col. ; 1/2 in.
Copyright Claimant:
International Association for Financial Planning, Inc.
Authorship on Application:
International Association for Financial Planning, Inc., employer for hire.
Names:
International Association for Financial Planning, Inc.

Second marriages

Type of Work:
Motion picture or filmstrip
Registration Number / Date:
PA0000383665 / 1988-02-09
Date of Publication:
June 5, 1987
Date of Creation:
1987
Title:
Second marriages : his, hers, and theirs / director, Len Sugar.
Credits:
Presented by the I A F P Video Journal.
Copyright Note:
C.O. correspondence.
Description:
1 videocassette (VHS) : sd., col. ; 1/2 in.
Variant title:
Second marriages : his, hers, and theirs
Copyright Claimant:
International Association for Financial Planning, Inc.
Authorship on Application:
I A F P (International Association for Financial Planning), employer for hire.
Names:
Len Sugar (4 documents)
example document: Winning through baseball
IAFP Video Journal.
International Association for Financial Planning, Inc.
IAFP.

1987 I A F P due diligence forum

Type of Work:
Sound recording
Registration Number / Date:
SR0000089420 / 1988-02-09
Date of Publication:
January 27, 1987
Date of Creation:
1987
Title:
1987 I A F P due diligence forum.
Copyright Note:
C.O. correspondence.
Imprint:
[Atlanta] : IAFP, c1987.
Description:
34 sound cassettes.
Copyright Claimant:
International Association for Financial Planning
Authorship on Application:
sound recording: International Association for Financial Planning, employer for hire.
Names:
International Association for Financial Planning

Copyrights records by International Association for Financial Planning

1987 practice management conference

Type of Work:
Sound recording
Registration Number / Date:
SR0000089421 / 1988-02-09
Date of Publication:
March 4, 1987
Date of Creation:
1987
Title:
1987 practice management conference.
Application Title:
1987 I A F P practice management conference audio tapes.
Copyright Note:
C.O. correspondence.
Imprint:
Atlanta : IAFP, c1987.
Description:
40 sound cassettes.
Copyright Claimant:
International Association for Financial Planning
Authorship on Application:
sound recording: International Association for Financial Planning, Inc., employer for hire.
Names:
International Association for Financial Planning
IAFP.

1987 broker-dealer conference

Type of Work:
Sound recording
Registration Number / Date:
SR0000090560 / 1988-02-09
Date of Publication:
January 25, 1987
Date of Creation:
1987
Title:
1987 broker-dealer conference.
Copyright Note:
C.O. correspondence.
Imprint:
Atlanta : IAFP, 1987.
Description:
39 sound cassettes + folder.
Other Title:
Broker-dealer conference audio tapes
1987 I A FP broker-dealer conference audio tapes
I A F P broker-dealer conference audio tapes
Copyright Claimant:
International Association for Financial Planning, Inc.
Notes:
Collection of continuing education programs.
Title on folder: 1987 I A F P broker-dealer conference audio tapes.
Also on work: Financial Services Information Company.
Authorship on Application:
sound recordings: International Association for Financial Planning, Inc., employer for hire.
Names:
Financial Services Information Company.
International Association for Financial Planning, Inc.
IAFP.

Conference for advanced planners

Type of Work:
Sound recording
Registration Number / Date:
SR0000096641 / 1988-02-09
Date of Publication:
June 14, 1987
Date of Creation:
1987
Title:
Conference for advanced planners.
Application Title:
1987 I A F P conference for advanced planners audio tapes.
Copyright Note:
C.O. correspondence.
Imprint:
Atlanta : IAFP, c1987.
Description:
64 sound cassettes.
Copyright Claimant:
International Association for Financial Planning, Inc.
Authorship on Application:
sound recording: International Association for Financial Planning, employer for hire.
Names:
International Association for Financial Planning, Inc.

1988 I A F P convention

Type of Work:
Sound recording
Registration Number / Date:
SR0000101928 / 1989-03-21
Date of Publication:
September 14, 1988
Date of Creation:
1988
Title:
1988 I A F P convention.
Application Title:
1988 I A F P convention & exposition audio tapes.
Imprint:
Atlanta : IAFP, c1988.
Description:
92 sound cassettes.
Copyright Claimant:
International Association for Financial Planning
Authorship on Application:
recording: International Asssociation for Financial Planning, employer for hire.
Names:
International Association for Financial Planning
IAFP

1989 Financial Products Marketing Conference

Type of Work:
Sound recording
Registration Number / Date:
SR0000102871 / 1989-03-21
Date of Publication:
February 7, 1989
Date of Creation:
1989
Title:
1989 Financial Products Marketing Conference.
Application Title:
1989 I A F P Financial Products Marketing Conference.
Imprint:
Atlanta : IAFP, c1989.
Description:
13 sound cassettes.
Copyright Claimant:
International Association for Financial Planning
Authorship on Application:
recording: International Association for Financial Planning, employer for hire.
Names:
International Association for Financial Planning
Financial Products Marketing Conference, 1989
IAFP.

1989 I A F P Broker-Dealer Conference

Type of Work:
Sound recording
Registration Number / Date:
SR0000102872 / 1989-03-21
Date of Publication:
January 23, 1989
Date of Creation:
1989
Title:
1989 I A F P Broker-Dealer Conference.
Application Title:
1989 I A F P Broker-Dealer Conference audio tapes.
Imprint:
Atlanta : IAFP, c1989.
Description:
12 sound cassettes.
Copyright Claimant:
International Association for Financial Planning
Authorship on Application:
recording: International Association for Financial Planning, employer for hire.
Names:
IAFP Broker-Dealer Conference, 1989
International Association for Financial Planning

1989 IAFP annual convention & exposition

Type of Work:
Sound recording
Registration Number / Date:
SR0000114865 / 1990-03-15
Date of Publication:
September 14, 1989
Date of Creation:
1989
Title:
1989 IAFP annual convention & exposition.
Description:
76 sound cassettes.
Copyright Claimant:
International Association for Financial Planning
Authorship on Application:
recording: International Association for Financial Planning, employer for hire.
Names:
International Association for Financial Planning
IAFP

1990 IAFP Broker-Dealer Conference

Type of Work:
Sound recording
Registration Number / Date:
SR0000114870 / 1990-03-15
Date of Publication:
January 22, 1990
Date of Creation:
1990
Title:
1990 IAFP Broker-Dealer Conference : Getting down to business in the 90's.
Description:
22 sound cassettes.
Other Title:
Getting down to business in the 90's
Copyright Claimant:
International Association for Financial Planning
Notes:
Title from container.
Authorship on Application:
sound recording: International Association for Financial Planning, employer for hire.
Names:
International Association for Financial Planning (20 documents)
example document: Estate planning
IAFP

1991 IAFP insurance seminar

Type of Work:
Sound recording
Registration Number / Date:
SR0000126729 / 1991-02-18
Date of Publication:
January 19, 1991
Date of Creation:
1991
Title:
1991 IAFP insurance seminar.
Description:
5 sound cassettes.
Copyright Claimant:
International Association for Financial Planning
Authorship on Application:
recording: International Association for Financial Planning, employer for hire.
Names:
International Association for Financial Planning

1991 IAFP broker-dealer

Type of Work:
Sound recording
Registration Number / Date:
SR0000127962 / 1991-02-18
Date of Publication:
January 20, 1991
Date of Creation:
1991
Title:
1991 IAFP broker-dealer.
Application Title:
1991 IAFP broker/dealer conference.
Copyright Note:
C.O. correspondence.
Description:
21 sound cassettes + contents sheet.
Copyright Claimant:
International Association for Financial Planning
Authorship on Application:
sound recording: International Association for Financial Planning, employer for hire.
Names:
International Association for Financial Planning

1990 conference for advanced planning

Type of Work:
Sound recording
Registration Number / Date:
SR0000128102 / 1990-08-10
Date of Publication:
May 21, 1990
Date of Creation:
1990
Title:
1990 conference for advanced planning.
Application Title:
1990 IAFP conference for advanced planners.
Copyright Note:
C.O. correspondence.
Description:
27 sound cassettes.
Copyright Claimant:
International Association for Financial Planning
Authorship on Application:
recording: International Association for Financial Planning, employer for hire.
Names:
International Association for Financial Planning

1991 Conference for Advanced Planners

Type of Work:
Sound recording
Registration Number / Date:
SR0000132951 / 1991-08-16
Date of Publication:
June 10, 1991
Date of Creation:
1991
Title:
1991 Conference for Advanced Planners.
Description:
28 sound cassettes.
Copyright Claimant:
International Association for Financial Planning
Authorship on Application:
recording: International Association for Financial Planning, employer for hire.
Names:
International Association for Financial Planning

Building a capital base

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001482429 / 1984-12-27
Date of Publication:
November 5, 1984
Date of Creation:
1984
Title:
Building a capital base : a guide to personal financial planning.
Copyright Claimant:
International Association for Financial Planning, Inc.
Notes:
Cataloged from appl.
Names:
International Association for Financial Planning, Inc. (15 documents)
example document: Recent developments in executive compensation

How to tell if you need a personal financial planner

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001549740 / 1985-02-04
Date of Publication:
September 10, 1984
Date of Creation:
1984
Title:
How to tell if you need a personal financial planner.
Copyright Note:
C.O. correspondence.
Copyright Claimant:
International Association for Financial Planning, Inc.
Notes:
Cataloged from appl.
Names:
International Association for Financial Planning, Inc.

Planning for long-term health care costs

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003125582 / 1991-07-01
Date of Publication:
June 1, 1991
Date of Creation:
1991
Title:
Planning for long-term health care costs.
Description:
folder.
Copyright Claimant:
International Association for Financial Planning
Names:
International Association for Financial Planning (20 documents)
example document: Income tax planning

What can financial planning do for you?

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003135957 / 1991-03-06
Date of Publication:
August 30, 1989
Date of Creation:
1989
Title:
What can financial planning do for you?
Copyright Note:
C.O. correspondence.
Description:
brochure.
Copyright Claimant:
International Association for Financial Planning
Names:
International Association for Financial Planning

Funding a college education

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003135958 / 1991-03-06
Date of Publication:
August 30, 1989
Date of Creation:
1989
Title:
Funding a college education : mission impossible?
Copyright Note:
C.O. correspondence.
Description:
brochure.
Copyright Claimant:
International Association for Financial Planning
Names:
International Association for Financial Planning

Your financial future

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003135962 / 1991-03-06
Date of Publication:
October 1, 1990
Date of Creation:
1990
Title:
Your financial future.
Copyright Note:
C.O. correspondence.
Description:
brochure.
Copyright Claimant:
International Association for Financial Planning
Names:
International Association for Financial Planning

The compliance & liability handbook

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003631519 / 1993-07-22
Date of Publication:
January 17, 1993
Date of Creation:
1993
Title:
The compliance & liability handbook : for financial planners and financial service professionals / Katherine Vessenes.
Copyright Note:
C.O. correspondence.
Imprint:
Atlanta : The Association, c1992.
Description:
203 p.
Copyright Claimant:
International Association for Financial Planning (employer for hire)
Names:
Katherine Vessenes
International Association for Financial Planning

How to choose a personal financial planner

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TXu000192834 / 1985-02-04
Date of Creation:
1984
Title:
How to choose a personal financial planner.
Copyright Note:
C.O. correspondence.
Copyright Claimant:
International Association for Financial Planning
Notes:
Cataloged from appl. only.
Names:
International Association for Financial Planning, Inc. (15 documents)
example document: Financial planning

Guidelines for written supervisory procedures

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TXu000504975 / 1992-01-15
Date of Creation:
1991
Title:
Guidelines for written supervisory procedures.
Copyright Claimant:
International Association for Financial Planning
Names:
International Association for Financial Planning

Premature retirement

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TXu000557991 / 1993-01-25
Date of Creation:
1993
Title:
Premature retirement : the dilemma of the 1990s : a case study / presented by the National Capital Chapter of the International Association for Financial Planing and the Personal Financial Planning Committee, District of Columbia Institute of Certified Public Accountants.
Description:
1 v.
Other Title:
Early retirement
Copyright Claimant:
International Association for Financial Planning. National Capital Chapter (employer for hire)
Notes:
Cover ti.: Early retirement: the planning dilemma of the 90's: case study.
Names:
International Association for Financial Planning. National Capital Chapter
District of Columbia Institute of Certified Public Accountants. Personal Financial Planning Committee
DC Institute of Certified Public Accountants. Personal Financial Planning Committee

Financial Planning

Title:
Financial Planning : the magazine for financial service professionals.
Title Qualifier:
Intl. Assn. for Financial Planning
Serial Publication Year:
1984
Imprint:
Atlanta : The Association.
Description:
print material.
Frequency:
Monthly.
Publication History:
Vol. 13, no. 1, Jan. 1984-
Continues:
Financial Planner.
Financial Planner, New Horizons in Financial Planning.
Description based on:
Vol. 13, no. 5, May 1984.
Copyright Claimant:
International Association for Financial Planning, Inc.
Authorship on Application:
International Association for Financial Planning, Inc., employer for hire.
Names:
International Association for Financial Planning, Inc. (15 documents)
example document: Financial planning

Financial Planning

Title:
Financial Planning : the Magazine for Financial Service Professionals.
Title Qualifier:
Intl. Assn. for Financial Planning
Serial Publication Year:
1985
Imprint:
Atlanta : The Association.
Description:
print material.
Frequency:
Monthly.
Continues:
Financial Planner.
Description based on:
Vol. 13, no. 5, May 1984.
Copyright Claimant:
International Association for Financial Planning, Inc.
Authorship on Application:
International Association for Financial Planning, Inc., employer for hire.
Names:
International Association for Financial Planning, Inc.
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