Sentences with phrase «determined by an advisor»

EDSE 691: Take 3 - 6 hours - Number of hours determined by advisor based on candidates; prior background and experiences in Gifted and Talented education.

Not exact matches

By identifying an ideal client profile, both you and your advisor can determine if there is a mutual fit before working together.

While the SAFT has been extensively reviewed by multiple legal teams, we strongly recommend you consult with your own legal, investment, tax, accounting, and other advisors, to determine the potential benefits, burdens, risks, and other consequences of such a transaction.

Conviction sentiment is determined by the K2 Advisors» Research group based on a variety of factors deemed relevant to the analyst (s) covering the strategy or sub-strategy and may change from time to time in the analyst's sole discretion.

The compensation consultant (s), outside counsel and any other advisors retained by, or providing advice to, the Committee (other than the Company's in - house counsel) shall be independent as determined in the discretion of the Committee after considering the factors specified in the Rules of The Nasdaq Stock Market, Inc..

The Committee shall receive appropriate funding from the Company, as determined by the Committee in its capacity as a committee of the Board, for the payment of compensation to its compensation consultants, outside legal counsel and any other advisors.

By adding financial advisor fees from the prior table to Employee Fiduciary fees, average total plan fees can be determined.

According to Barron's, «This special report names the top advisors in each state, with the number of ranking spots determined by each state's population and wealth.

But Sohn, who became the faculty advisor to the student government, and Emmerson, by then faculty advisor to the student newspaper, determined not to let that happen.

One former COVA academic advisor claimed there was a push by administrators to keep students enrolled until the October count date, which determines school funding.

The J.D. Power rankings are determined by measuring service satisfaction of owners and lessees of vehicle one to five years old in the U.S. Five factors make up service satisfaction for the CSI Study: service initiation, service advisor, service facility, vehicle pick - up and service quality.

Ellevest, like other robo advisors, determines which investments to choose by asking the user questions about her goals, retirement timeline and financial history.

Whether it's with your investment advisor or using an online risk questionnaire, you should begin by determining a target asset allocation.

By working with your financial advisor, they will help determine, a suitable investment portfolio strategy.

Determine your investor profile, including your objectives, time horizon and risk tolerance, by filling out a questionnaire from your advisor, broker or fund company.

Both start by having a debtor meet with a debt help advisor who reviews your personal financial situation and determines how much you can afford to pay to settle your debts with your creditors.

Many financial advisors ask baby boomer clients to determine individual investment risk tolerance by taking a multiple - choice risk tolerance questionnaire, said Atlanta - based financial advisor Russ Thornton, founder of Wealthcare for Women.

The fee paid to a fund advisor determined by fund performance in relation to specified market indexes.

Foreign country classifications are generally determined by referencing country of risk sourced from FactSet Research Systems Inc. and Heartland Advisors, Inc..

Alternatively, if it is determined that the policy has real economic value to keep, the advisor and client should consider whether it makes more sense to simply keep the policy to benefit directly from the long - term value of the death benefit, rather than sell as a life settlement (since by definition, if it's valuable to a buyer to purchase, it's valuable to the seller to keep it!).

Once completed, each work is evaluated online by an advisory board of collectors, gallerists, artists and art advisors to determine whether it should be signed by the artist or destroyed, and the entire process is filmed and publicly accessible, making the exhibition like an eerie Big Brother episode of the art world.

A typical robo advisor will start by asking you a series of questions that are designed to determine your risk tolerance and investment goals.

This is determined by the attending physician and the program medical advisor of your insurance company.

The amount can be determined by a professional in the life insurance trade — a professional life insurance advisor.

Developed and performed leadership role capacities outside of Operations title scope, as needed, such as marketing manager when determining best target criteria, sales coaching in overcoming customer objections revealed by inquiry, and technical advisor when meeting systems requirements impacting overall program quality and effectiveness.

Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance

Collaborative Practice Toronto suggests advisors can help clients by: identifying, clarifying, and prioritizing financial needs and concerns (needs during or after the legal process); determining adequate budget and financial arrangements for the children's changing needs; and contrasting and comparing different settlement scenarios, and empowering spouses to make fully informed financial decisions.

You must carefully analyze and evaluate each of your transactions on a case - by - case basis with your legal and tax advisors to determine if your specific fact pattern complies with Rev. Proc.