Deena B. Katz

5 published titles

Deena Katz on practice management for financial advisers, planners, and wealth managers

1 edition

Deena Katz's tools and templates for your practice : for financial advisers, planners, and wealth managers

1 edition

The investment think tank : theory, strategy, and practice for advisers

(Contributor)

1 edition

Retirement income redesigned : master plans for distribution : an adviser's guide for funding boomers' best years

(Contributor)

1 edition

Deena Katz's complete guide to practice management : tips, tools, and templates for the financial adviser

1 edition