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Understanding ERISA(1st Edition)
A Compact Guide to the Landmark Act
by Ken Ziesenheim
Paperback, 131 Pages, Published 2002 by Wiley
ISBN-13: 978-1-931611-42-8, ISBN: 1-931611-42-4

"Every advisor in your firm should have a copy" of this compact new guide, claims Harold Evensky, respected financial professional and author of Wealth Management.Evensky knows all too well that firms and individual advisors need to protect themselves now more than ever. In the climate of corporate scandals and market downturns - being in compliance is critical to avoiding liability challenges. But - the scope and complexity of the landm ..."

Separate Account Management(1st Edition)
by Larry Chambers, Peter Trevisani, Ken Ziesenheim, Alex Motola
Hardcover, 272 Pages, Published 2003 by Wiley
ISBN-13: 978-0-471-24976-4, ISBN: 0-471-24976-9

"A FINANCIAL ADVISOR′S GUIDE TO A PERSONAL AND FLEXIBLE MONEY MANAGEMENT APPROACH FOR HIGH NET WORTH CLIENTS Twenty years ago separate account management programs (SAMs) were reserved for the sophisticated advisor who only served the very wealthy. Today, SAM programs have become available to most advisors and several layers of the affluent. If you intend to work with affluent clients that demand personal and flexible service, you must ..."

Protect Your 401(1st Edition)
(k)
by Larry Chambers, Ken Ziesenheim
Paperback, 224 Pages, Published 2002 by Mcgraw-Hill
ISBN-13: 978-0-07-140712-0, ISBN: 0-07-140712-X

"A PAPERBACK ORIGINAL Straightforward facts for all workers looking to protect their company 401(k) assets in a postEnron world From Enron on down, recent high-profile bankruptcies have awakened American workers to the vulnerability of their 401(k) plans and left millions wondering what they can do to protect themselves. Protect Your 401(k) hits this market with practical, accessible answers, explaining everything from what a 401(k) is ..."

Separate Account Management
An Investment Management Strategy Designed for the High Net Worth Individuals (J.K. Lasser Pro)
by Larry Chambers, Ken Ziesenheim, Peter Trevisani
Unbound, 277 Pages, Published 2003 by John Wiley & Sons
Import
ISBN-13: 978-0-471-44145-8, ISBN: 0-471-44145-7

"Do not fall into the trap of getting lost in the running of your business without taking a step back to build the business you really want. Following are additional steps that you can use to build and maintain your relationships.Although some ... Hardly anyone today takes the time to write personal notes, even though people really appreciate them and it sets you apart from everyone else. ... You can write your own newsletters or us ..."

J. K. Lasser Pro Ser.
J. K. Lasser Pro Separate Account Management
by Larry Chambers, Ken Ziesenheim, Peter Trevisani
Published 2014
ISBN-13: 978-1-280-36476-1, ISBN: 1-280-36476-9

J. K. Lasser Pro Ser.
J. K. Lasser Pro Separate Account Management : An Investment Management Strategy Designed for High Net Worth Individuals
by Larry Chambers, Ken Ziesenheim, Peter Trevisani
Published 2008
ISBN-13: 978-0-470-30217-0, ISBN: 0-470-30217-8

Protect Your 401
by Larry Chambers, Ken Ziesenheim
182 Pages, Published 2002 by Mcgraw Hill Professional
ISBN-13: 978-0-07-141608-5, ISBN: 0-07-141608-0

"Protect Your 401(k) hits this market with practical, accessible answers, explaining everything from what a 401(k) is to how to take full advantage of matching programs, assert control over investment policy, and more."

Protect Your 401
(k): 10 Steps You Must Take to Protect Your Retirement Nest Egg by Larry Chambers and Ken Ziesenheim (2002, E-book)
by Larry Chambers, Ken Ziesenheim
ISBN-13: 978-1-280-30053-0, ISBN: 1-280-30053-1

Books by Ken Ziesenheim