Sentences with phrase «assists in financial planning»

The neutral financial person helps the family determine a thorough understanding of their assets and liabilities, values businesses, calculates spousal and child support, and assists in financial planning.

The business tab assists in financial planning and budgeting, including breakdowns for different lawyers.

If you are considering applying to a HGSE program our Prospective Student Checklist (78KB pdf) may assist in your financial planning.

Trusts created with proper purpose and an attorney may very well assist you in your financial planning efforts.

Not exact matches

However, in reality, many individuals use the services of an accountant whether it's to help with tax returns, to improve their financial planning or even to assist with debt problems.

Our HCM Division assisted our Compensation Committee in the Committee's review of compensation plans at other financial services firms by providing the Committee with information relating to compensation plan design and compensation levels for named executive officers and other senior employees at these firms.

Our credit advisors will assist in analyzing your current financial situation, providing personalized options based on your goals, and recommending the optimal debt management plan to achieve financial stability.

«Even when investors choose not to include their financial advisor in plans regarding asset transfer and eventual wealth distribution, there are ways advisors can assist investors with their financial futures,» said Spectrem president George H. Walper Jr. «Almost every decision an investor makes and an advisor considers has some ramifications on the investor's future.»

Essential Functions: • Coordinate details of winery events such as winemaker dinners, private dinners, corporate events, and employee appreciation events • Market and sell winery weddings • Manage correspondence with wedding clients and other event attendees • Calculate budgets and execute other financial documents • Schedule vendors, musicians, caterers and other talent for winery events • Coordinate and monitor event timelines and work orders • Develop marketing plans to maximize exposure for the winery events and weddings • Act as a host to guests arriving to the vineyard directing them to a tasting bar or table • Collect payments and record data pertaining to income and expenses • Work with management in order to handle complaints and dissatisfied customers • Assist office with administrative tasks: phone calls, emails, etc. • Ensure the facility is properly maintained and organize clean - up and repairs • Hire and supervise part time event staff • Act as a concierge for guests, providing recommendations on hotels, restaurants, wineries, breweries, and other activities in the area • Other assignments as needed

A professional financial advisor or estate planning attorney can assist you in making the right planned giving choices for you and your family.

Under RAMI, the Secretary of Defense can provide financial assistance «to a person or group of persons to assist the organization in planning, establishing, or supporting a center for manufacturing innovation.»

The GTCrea8 platform is structured to assist students with their daily and future financial plans by enabling them develop valuable financial literacy and money management skills which subsequently prepares them for greater responsibilities in the years ahead.»

It reduces the workforce by 707 positions (12 %) without affecting the essential services provided by the county and it establishes sound financial planning that will assist in long - term budgeting.

Question topics included financial incentives given by the City to Altronix (which hosted the Mayor for a visit just before the press conference), whether the mayor has concerns about offering such incentives, whether his jobs task force will work with local communities, whether his affordable housing plan conflicts with his plan to enable more manufacturing in the city, what a base livable minimum wage is, whether the mayor is concerned about the possibility that Republicans may control the U.S. Senate next year, whether NY State has done enough to assist NYC in obtaining hazard mitigation money from the federal government, the Mayor's views on items sold at the September 11th Museum gift shop and what the first «tangible» product of the task force will be.

They have been joined in bringing Inner Fire to launch by Thomas Kavet, an economist and public policy expert, who has assisted with business, planning, construction and financial matters, Dr. Sandy Reider, a Harvard - trained physician who has practiced in Vermont for the past 42 years and Dr. Nelson Kloster, a Vermont psychiatrist who specializes in addiction and drug - withdrawal treatment.

In addition, Wesleyan will be on hand to assist teachers with their personal financial planning needs, from investments and mortgages to loans, retirement planning, savings and insurance.

(B)(i) that such unit shall be located at an organizational level and shall have an organizational status within such State agency comparable to that of other major organizational units of such agency, or (ii) in the case of an agency described in clause (1)(B)(ii), either that such unit shall be so located and have such status, or that the director of such unit shall be the executive officer of such State agency; except that, in the case of a State which has designated only one State agency pursuant to clause (1) of this subsection, such State may, if it so desires, assign responsibility for the part of the plan under which vocational REHABILITATION services are provided for the blind to one organizational unit of such agency, and assign responsibility for the rest of the plan to another organizational unit of such agency, with the provisions of this clause applying separately to each of such units; provide for financial participation by the State, or if the State so elects, by the State and local agencies to meet the amount of the non - Federal share; provide that the plan shall be in effect in all political subdivisions, except that in the case of any activity which, in the judgment of the Secretary, is likely to assist in promoting the vocational REHABILITATION of substantially larger numbers of handicapped individuals or groups of handicapped individuals the Secretary may waive compliance with the requirement herein that the plan be in effect in all political subdivisions of the State to the extent and for such period as may be provided in accordance with regulations prescribed by him, but only if the non - Federal share of the * cost of such vocational REHABILITATION services is met from funds made available by a local agency (including, to the extent permitted by such regulations, funds contributed to such agency by a private agency, organization, or individual);

It has no option for second - chance checking like Wells Fargo Opportunity Checking ®, and while Chase's online banking interface is simple and intuitive, it doesn't provide any ways to assist in financial management like Wells Fargo's My Savings Plan and Budget Watch features do.

Others are more traditional firms, like Sophia Bera's Gen Y Financial Planning, but even these firms mix in some technology to assist in the process.

In the event that a customer is experiencing financial difficulty, we may be able to assist by offering a more flexible repayment plan.

In the last few decades with the advent of self - directed defined contribution plans (versus defined benefit), it has become more necessary to engage a financial professional to assist in future spending needIn the last few decades with the advent of self - directed defined contribution plans (versus defined benefit), it has become more necessary to engage a financial professional to assist in future spending needin future spending needs.

According to the NFCC, budgets can actually free up money as well as relieve financial stress, increase financial security, help structure a plan for the future, allow planning for large purchases, assist in meeting financial goals; uncover money available to invest, allow preparation for emergencies, avoid late payments through scheduling timely payments, find hidden money for debt repayment and potentially raise credit score.

More often than not, distributors or brokers who assist investors in their financial planning do not promote direct plans as they thrive on the commissions they receive from the investors» money.

Indeed, a comprehensive financial or wealth advisor should be able to assist a client in everything from choosing the right auto insurance deductible and determining the deductibility of auto expenses to career and estate planning.

Our credit advisors will assist in analyzing your current financial situation, providing personalized options based on your goals, and recommending the optimal debt management plan to achieve financial stability.

And IFA can help you figure these goals out by gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan to assist in achieving your objectives.

401k Plan Advisor in Raleigh, NC — Beacon Financial Strategies A wealth management firm that specializes in retirement planning for those nearing retirement, and assists business owners who need a fiduciary to provide ongoing guidance to their employer sponsored 401k retirement pPlan Advisor in Raleigh, NC — Beacon Financial Strategies A wealth management firm that specializes in retirement planning for those nearing retirement, and assists business owners who need a fiduciary to provide ongoing guidance to their employer sponsored 401k retirement planplan.

A protection plan through our company can assist in managing unexpected financial risks for the homeowner.

Our calculators can help you work out the details of your financial plan and assist you in reaching your goals.

The Fellowship is provided by the FINRA Investor Education Foundation, in partnership with the Association for Financial Counseling and Planning Education ® (AFCPE ®), which administers the certification, and the National Military Family Association (NMFA), which assists with the selection process.

Through ongoing relationship management, Financial Planners offer advice with a focus on retirement and investment planning, assisting clients in identifying financial goals, potential barriers and recommending appropriate solutions made up primarily of Financial Planners offer advice with a focus on retirement and investment planning, assisting clients in identifying financial goals, potential barriers and recommending appropriate solutions made up primarily of financial goals, potential barriers and recommending appropriate solutions made up primarily of TD funds.

Furthermore, a trusted Univest Investments Financial Advisor can assist you and your employees in making informed retirement planning decisions as well as assist in enrollments, continuing education, and annual investment reviews.

In addition, a financial professional is always available to assist you on plan - related issues.

They're said to bring financial balance and discipline to your investment, and assist you in achieving whatever long - term goals you may have — such as retirement planning, children's education, buying a house, etc..

This analysis will also be useful, in future work, as a basis for understanding, explaining, and designing more sophisticated distribution methods that plan sponsors and financial organizations can use to assist retired households, as well as the government policies that affect those products and strategies.

Although we regret that we are unable to provide free services to all pets in need, we can assist clients in need with obtaining financial assistance for their pets, payment plans may be offered at the discretion of the management.

The Senate substituted a more comprehensive version for HR 3858, which would grant FEMA the authority to assist in developing disaster plans and make financial contributions to state and local authorities to procure or construct emergency animal shelters, and allow the federal government to provide direct assistance during a disaster to help people with companion animals and service animals, as well as the animals themselves, following a major disaster.

A financial counselor is available to assist clients in applying for Care Credit and establish a payment plan if necessary.

It also assisted Fairstone Group, the UK's largest chartered financial planning firm, with a # 25m investment from Synova Capital (which was among the largest private equity investments in the region in 2016), and handled a # 15m fundraising for Quantum Pharma, a notable public company transaction that involved tapping into new and existing institutional investors for an accelerated book - build.

Your Collaborative Divorce attorneys will likely advise you on the identity of the best candidates who are most suited to participate in the multi-disciplinary collaborative team, namely a joint neutral financial professional (FA) and a joint neutral mental healthcare professional (MHP), who may assist in developing a parenting plan, if you have children, and with communication.

Commercial and corporate attorneys in the firm advise and assist clients in forming a business, planning tax and financial strategies, and representing them before regulatory agencies.

Working with a Practice Group Head and Group Management Team, the purpose of the role is assisting in the creation of challenging but achievable business plans and then giving financial support and guidance in achieving them.

Bill4Time also offers comprehensive reporting to identify trends and assist in forecasting and financial planning.

This insurer offers a full line of life insurance and annuity products that can assist its customers in planning for their financial futures.

This policy is called the Living Promise Whole Life Insurance plan, and it is designed to assist in paying for an insured's final expenses, as well as other costs that may be incurred near the end of the individual's life that could incur financial hardship for the insured's family and / or survivors.

Life insurance plan assists in the most effective way in life stage - specific planning where you can plan the financial goals of your life according to your convenience.

Apart from assisting women in smart financial planning, these plans help them to secure their and their dependents» futures.

In addition to assisting its clients with financial planning and asset protection, TIAA has also earned numerous awards and accolades, including being named as the Best Overall Fund Company by Lipper in 2017, for the fifth consecutive yeaIn addition to assisting its clients with financial planning and asset protection, TIAA has also earned numerous awards and accolades, including being named as the Best Overall Fund Company by Lipper in 2017, for the fifth consecutive yeain 2017, for the fifth consecutive year.

The company also offers the Nation of Neighbors Program, which provides financial assistance to individuals who have a plan to either start or expand a business, organization, or group that assists women and girls in their community.

Whatever plans you have in your life, you can be assured that Bharti AXA Life will provide you with the right financial solutions to assist you in achieving them.