Sentences with phrase «financial planning services industry»

Certified Public Accountant — Direct Hire (Position located in Kennewick, WA) COMPANY PROFILE: Established in 1981, this Washington State CPA firm offers a full range of accounting, tax and financial planning services Industry Specific Accounting Service

Certified Public Accountant — Direct Hire (Position located in Kennewick, WA) COMPANY PROFILE: Established in 1981, this Washington State CPA firm offers a full range of accounting, tax and financial planning services Industry Specific Accounting Services...

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«Being in the insurance and financial services industry, I'm always looking for ways to set myself apart, build my business and add value for my clients,» says Randy Rosler, a financial advisor with MetLife's Strategic Planning Group.

When consumers and the financial industry do come on board, the Committee advises regulating it much like other financial services products, like supervising bitcoin exchanges with «requirements for business continuity planning,» and «a forum for fraud prevention and disclosure of bitcoin's risks and costs.»

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

Fintech companies are transforming the banking experience by offering easy payment processes, opportunities to save consumers» money, ways to promote financial services such as investments and planning, and ultimately by driving the industry into the next generation of banking.

We avidly support the fiduciary standard and would like to see it extended to the entire financial services industry and not just retirement plans.

The Chinese Government has announced a development plan to reform the country's financial sector by vastly improving the information technology infrastructure for the Chinese financial services industry.

After becoming a Certified Financial Planner ™ Practitioner and working in and studying the financial services industry for several years, Jim concluded that in order for individuals and families to be truly successful in their financial and investment planning they needed a highly trained, independent financial advisory team, loyal only to them and compensated onlyFinancial Planner ™ Practitioner and working in and studying the financial services industry for several years, Jim concluded that in order for individuals and families to be truly successful in their financial and investment planning they needed a highly trained, independent financial advisory team, loyal only to them and compensated onlyfinancial services industry for several years, Jim concluded that in order for individuals and families to be truly successful in their financial and investment planning they needed a highly trained, independent financial advisory team, loyal only to them and compensated onlyfinancial and investment planning they needed a highly trained, independent financial advisory team, loyal only to them and compensated onlyfinancial advisory team, loyal only to them and compensated only by them.

Services Advisory Assurance Attest Services Audit, Reviews & Compilations Employee Benefit Plan Audits Internal Audit Services International Financial Reporting Standards (IFRS) IT Audit Services SEC Services SOC 1 and 2 Services Statutory Financial Audits Tax Accounting Methods Cost Segregation Estate Tax Credits Executive Compensation Federal Corporate Tax Generational Wealth Planning International Tax Mergers & Acquisitions Real Estate Research & Development Tax Credits Sales and Use Tax State & Local Tax Tax Accounting Tax Reform Transfer Pricing Business Support DHG Search DHG Staffing Forensics Commercial Damages Digital & Computer Forensics Domestic Matters Fraud & Corporate Investigations Personal Damages Healthcare Consulting Alternative Payment Models Center For Industry Transformation Points Beyond Blog CFO Advisory Bundled Payment Models Clinical Documentation Improvement Enterprise Intelligence iluminus Reimbursement Revenue Cycle Senior Living Strategy Physician Enterprise Optimization International Services Chinese Business Services Japanese Business Services Investment Management DHG Agency DHG Wealth Advisors IT Advisory Retirement Plan Administration Risk Advisory Finance & Process Transformation Internal Audit & Compliance Regulatory Services & Risk Management Technology Services Transaction Advisory Valuation Services Financial Reporting Healthcare Valuations

These risks and uncertainties include food safety and food - borne illness concerns; litigation; unfavorable publicity; federal, state and local regulation of our business including health care reform, labor and insurance costs; technology failures; failure to execute a business continuity plan following a disaster; health concerns including virus outbreaks; the intensely competitive nature of the restaurant industry; factors impacting our ability to drive sales growth; the impact of indebtedness we incurred in the RARE acquisition; our plans to expand our newer brands like Bahama Breeze and Seasons 52; our ability to successfully integrate Eddie V's restaurant operations; a lack of suitable new restaurant locations; higher - than - anticipated costs to open, close or remodel restaurants; increased advertising and marketing costs; a failure to develop and recruit effective leaders; the price and availability of key food products and utilities; shortages or interruptions in the delivery of food and other products; volatility in the market value of derivatives; general macroeconomic factors, including unemployment and interest rates; disruptions in the financial markets; risk of doing business with franchisees and vendors in foreign markets; failure to protect our service marks or other intellectual property; a possible impairment in the carrying value of our goodwill or other intangible assets; a failure of our internal controls over financial reporting or changes in accounting standards; and other factors and uncertainties discussed from time to time in reports filed by Darden with the Securities and Exchange Commission.

The wholesale gutting of defined benefit plans and the ascendancy of 401 (k) plans was likely one of the greatest sellouts of the American worker in history and one of the most generous gifts to the financial services industry which benefits lavishly from fees charged on the accounts.

Holders of this gold - standard designation in the financial services industry must take college - level financial planning courses, log at least 3 years» experience in financial planning, and pass a 10 - hour examination.

While I understand the COC is representing the interests of the financial services industry by opposing the Fiduciary Rule, I think their position is myopic - they should be supporting the rule to better represent their much bigger constituency of 401 (k) plan sponsors.

He has over 20 years of experience in the insurance and financial services industry and has served as a planned giving consultant for multiple charitable organizations.

The only comprehensive retirement training organization in the financial services industry focused exclusively on educating professionals on the nuances of Social Security retirement planning, the organization creates and provides a training course on Social Security retirement benefits and claiming strategies and provides advisors with the opportunity, for those inclined to do so, to sit for a comprehensive exam that if completed successfully will provide them with the Certified in Social Security Claiming Strategies designation.

Ours is the only comprehensive retirement training organization in the financial services industry focused exclusively on educating professionals on the nuances of Social Security retirement planning.

A business plan should include an executive summary, descriptions of your products, services and industry, an analysis of your competitors, a go - to market strategy, an operating and management plan, financial statements and projections, and a background on each principal of the business.

These are the expert services such as financial services, professional services and the advisory, management and consulting industries that surround healthcare, urban planning and infrastructure.

Carl H. McCall will chair a commission composed of experts from the financial services industry, consumer advocates, public officials and State regulators to study available options for the creation of a state - administered retirement savings program for workers whose employers do not offer a retirement plan.

Hear him: «Let me assure you that if I am elected President, the world will have no cause to worry about Nigeria as it has had to recently; that Nigeria will return to its stabilising role in West Africa; and that no inch of Nigerian territory will ever be lost to the enemy because we will pay special attention to the welfare of our soldiers in and out of service; we will give them adequate and modern arms and ammunition to work with; we will improve intelligence gathering and border controls to choke Boko Haram's financial and equipment channels; we will be tough on terrorism and tough on its root causes by initiating a comprehensive economic development plan promoting infrastructural development, job creation, agriculture and industry in the affected areas.

As part of his 2017 policy agenda, Governor Andrew Cuomo announced on Sunday a plan to ban bad actors from the financial services industry.

The retirement industry (financial advisors, plan sponsors, asset manager and index providers) can help participants by creating products and services that focus on retirement income rather than just wealth accumulation.

Christopher Dziklinski, Charted Retirement Planning Counselor (SM) has over 13 years of experience in the financial services industry.

Rob Hassenrik, Financial Consultant and Chartered Retirement Planning Counselor (SM) at DFCU Financial Partners, brings more than 21 years of experience in the financial services industry and specializes in 401 (k) rollovers, retirement planning and college Financial Consultant and Chartered Retirement Planning Counselor (SM) at DFCU Financial Partners, brings more than 21 years of experience in the financial services industry and specializes in 401 (k) rollovers, retirement planning and college pPlanning Counselor (SM) at DFCU Financial Partners, brings more than 21 years of experience in the financial services industry and specializes in 401 (k) rollovers, retirement planning and college Financial Partners, brings more than 21 years of experience in the financial services industry and specializes in 401 (k) rollovers, retirement planning and college financial services industry and specializes in 401 (k) rollovers, retirement planning and college pplanning and college planningplanning.

An expert with over 20 years in the Financial Services industry, Wes brings a background in Financial Investments, Insurance, Estate Planning & tax processes plus Debt Relief with a unique perspective and understanding of financiaFinancial Services industry, Wes brings a background in Financial Investments, Insurance, Estate Planning & tax processes plus Debt Relief with a unique perspective and understanding of financiaFinancial Investments, Insurance, Estate Planning & tax processes plus Debt Relief with a unique perspective and understanding of financialfinancial issues.

With over 40 years of experience in the financial services industry, he serves on the boards of the St. Louis Estate Planning Council and the St. Louis chapter of the Society of Financial Service Professionals and is a Past President of the St. Louis chapter financial services industry, he serves on the boards of the St. Louis Estate Planning Council and the St. Louis chapter of the Society of Financial Service Professionals and is a Past President of the St. Louis chapter Financial Service Professionals and is a Past President of the St. Louis chapter of NAIFA.

She has more than 28 years of experience in the financial services industry, is a Certified Financial Planner (CFP ®) and has a Certificate in Personal Financial Planning from University of California, Irvine Efinancial services industry, is a Certified Financial Planner (CFP ®) and has a Certificate in Personal Financial Planning from University of California, Irvine EFinancial Planner (CFP ®) and has a Certificate in Personal Financial Planning from University of California, Irvine EFinancial Planning from University of California, Irvine Extension.

The loan servicing industry's longstanding failures came into sharp focus three years ago when an analysis of consumer complaints by the federal Consumer Financial Protection Bureau found that some companies were pushing struggling borrowers toward default — which essentially ruins their financial lives — by giving them misinformation, by making it difficult for them to refinance their loans and pay lower rates, and by withholding information about affordable paymeFinancial Protection Bureau found that some companies were pushing struggling borrowers toward default — which essentially ruins their financial lives — by giving them misinformation, by making it difficult for them to refinance their loans and pay lower rates, and by withholding information about affordable paymefinancial lives — by giving them misinformation, by making it difficult for them to refinance their loans and pay lower rates, and by withholding information about affordable payment plans.

With over two decades of experience in the financial services industry, he writes about all aspects of financial planning and retirement.

The financial services industry applauded the administration for negotiating a plan that will allow free - market forces to operate.

An expert with over 20 years in the Financial Services industry, Wes brings a background in Financial Investments, Insurance, Estate Planning & Tax processes plus Debt Relief with a unique perspective and understanding of financiaFinancial Services industry, Wes brings a background in Financial Investments, Insurance, Estate Planning & Tax processes plus Debt Relief with a unique perspective and understanding of financiaFinancial Investments, Insurance, Estate Planning & Tax processes plus Debt Relief with a unique perspective and understanding of financialfinancial issues.

Uri Levine, Waze co-founder, and FeeX chairman, discusses his plans to change the way investors track fees the financial services industry charges users.

With the CollegeInvest Direct Portfolio College Savings Plan, you not only benefit from considerable federal and Colorado tax benefits, but you also gain the advantage of investing with two major players in the financial services industry: Vanguard and Ascensus Broker Dealer Services, Inc., («ABDservices industry: Vanguard and Ascensus Broker Dealer Services, Inc., («ABDServices, Inc., («ABD»)

As you can see when you crunch the numbers, traditional tax - qualified plans still end up with making the most money, which allows you to have a bigger retirement paycheck, but the bottom lines are not near as much as the financial services industry has been saying for decades.

With Vanguard Personal Advisor Services ®, we'll partner you with an advisor who will work with you to develop a financial plan to meet your goals — at a cost that's less than one - third the industry average.

It created quite the controversy in the financial planning community as planners debated whether he did a service to the public or hurt the reputation of the financial planning industry.

One of the things that's really cool about today's conversation with Brad is looking at a very parallel industry in the financial advisor financial planning world, and how they think about building businesses, and marketing, and client acquisition, and client service in ways that I think is going to sound totally foreign to lawyers.

For more than 20 years, Alice has represented clients across the country and from various industries, including consumer products, manufacturing, financial services, insurance, retirement plan products and real estate investments.

Amish provides sophisticated and practical tax planning and tax controversy advice and representation to clients in a variety of industries including energy, financial services, manufacturing, technology and e-commerce.

If you're in the manufacturing, construction or food services industry, we will help you find a comprehensive plan and help you form a financial backup plan if weather, a criminal act or unexpected flooding occurs.

• Competitive Base Salary • Industry - leading commission • Benefits (Pension, Health Plan, Life Assurance, Dental, Birthday day off, Charity day's off, Childcare Vouchers) • Great Incentives to motivate you • Continuous Training to support your personal development and career If you share our values then you should have the following skills too: • Excellent relationship building skills - both over the phone and face to face • Demonstrable track record of sales success • Passion for delivery and customer service • Positive attitude and resilience • Sense of humour Have you worked within the Financial Services Sector before?

Working primarily with ambitious, rising stars in the consulting and financial services industries Larry helps you develop and implement your personal career strategic plan.

We deliver «best in class» Cloud solutions for Corporate Performance Management (CPM), Financial Controls & Automation, Enterprise Resource Planning as well as value - added consulting services toorganizations of all sizes and industries.

DeweyKaye.com offers strategy development, planning, financial sustainability, facilitation, training and executive search services to the nonprofit industry.

As an innovative IT Director with more than 20 years of combined experience in the telecommunications, financial, and technology services industries, I have led and planned IT infrastructures, software product deployments, and strategic operations.

Other service industries that cater to an older clientele include healthcare, retail, and financial planning.

Our writers will leverage our business experience, knowledge of banking and financial services from risk, controllership framework, reporting, compliance, investment management, budgeting to strategic planning, and multiple industry - related credentials and certifications together with advanced degrees to optimize your marketability.

Administrative Technician III for Texas Department of Transportation: - Implement improved and time saving procedures; consistently reduce overhead costs, improve workflow and increase office efficiency - Create and maintain a database of public assistance complaints; assign an internal investigator to each case and follow - up once closed - Developed and monitor a calendar system using PowerPoint where accurate records of vacation / sick leave / comp time used and accrued are tracked month - to - month for comparison with monthly time sheets - Answer inquiries from the general public, vehicle storage facility operators, motor carriers, the trucking industry and other state / federal agencies regarding rules, laws and regulations governing the issuance of motor carrier credentials - Prepare correspondence (email and written) and review for completeness and correctness - Field calls and manage administration, resolve a wide - range of staff dilemmas and challenging situations on a daily basisPrincipal Administrative Assistant for Solar Turbines, Inc.: - Provided support to Directors, Department Managers, Project Managers and Project Engineers as well as international personnel - Maintained detailed calendars of appointment schedules for business meetings, conferences, domestic / international travel arrangements and special events - Expertly ran this fast - paced, large office encompassing office and structure maintenance, scheduling of machine / equipment service and repairs, and ordering and stocking office supplies; updated and maintained department web pages - Compiled, created and distributed financial reports and PowerPoint presentations - Edited and formatted technical documentation and maintained filing systems - Coordinated extensive domestic and international travel arrangements, including air, hotel, car and meeting locations - Planned departmental meetings, special events and office movesSenior Administrative Assistant for Solar Turbines, Inc.: - Supported Department Manager and Supervisors, Manufacturing Engineers and shop personnel - Tracked and monitored pending and confidential correspondence and financial information - Prepared apprenticeship packets for distribution; received applications, recorded data, and set - up and coordinated Differential Aptitude Tests; notified applicants of test results and set - up initial interviews - Coordinated special events; managed information systems and maintained web pages; oversee special projects - Resolved office obstacles, communication barriers and complicationsSenior Program Assistant for Solar Turbines, Inc.: - Photographed, downloaded and printed digital pictures of parts, processes and people involved in Rotor CAM area - Created and produced departmental newsletter; initiated Receiving Inspection Records Retention process (scanned records onto CD for easy and accessible retrieval and storage)- Set - up and coordinated meetings and special events; created slide show presentations and maintained web pagesPage 2

Over 20 years of experience in the financial services industry in card program and portfolio management; marketing, operations and product development / management for credit, cobranded, affinity, debit, prepaid, stored value and chip card products; sales management, co-brand contract experience and consulting with a focus on strategic planning and product innovation.