Sentences with phrase «financial planning services as»

The Resolution Center offers divorce financial planning services as a part of an extended package of services to enable parties stabilize their finances during emotionally turbulent times.

This means that they must provide financial planning services as a fiduciary, or acting in the client's best interest.

As a CFP ® professional, Moore offers clients financial planning services as well.

Not exact matches

To counter the fall in downloads, Apple plans to bundle the music streaming service it acquired as part of the $ 3 billion Beats Electronics deal earlier this year into its iOS operating system, according to a report in the Financial Times.

Such statements include, but are not limited to, statements about the continued demand for our product, the wind - down of ExpressJet's flying agreement with Delta, and the related removal from service and / or placement into service of certain aircraft, the scheduled aircraft deliveries for SkyWest Airlines for 2018, as well as SkyWest's future financial and operating results, plans, objectives, expectations, estimates, intentions and outlook, and other statements that are not historical facts.

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.

Since GM's driverless cars are years away from hitting the road as part of Lyft's service, the automaker plans to provide short - term car rentals (for a day, week or month) to Lyft drivers in the immediate future, as well as lease financing through its GM Financial arm, said Ammann.

His prior experience includes private equity funding of start - up telecommunications and Internet services companies, as well as strategic and financial planning, mergers and acquisitions, and managing finance and accounting activities for both domestic and international businesses in the telecommunications and Internet services sectors.

Morgan Stanley is hoping that a drastic cut in this kind of compensation will spur brokers to sell more products, such as mutual funds, loans and financial planning services, to those clients, according to several Morgan Stanley advisers.

But the Web is especially well - suited to teaching technical topics, effective sales and customer - service techniques, financial skills, product and policy updates, and things that can be learned step by step, such as drafting a business plan or managing a project.

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.

Once you've put such a plan in place, ideally by the time you're in your forties, «the plan should be able to survive everything except major changes in your life, such as the death of a close family member or failure of part of your business,» says Dick Cummins, director of personal financial services in Coopers & Lybrand's New York City office.

Employers like Buckingham contract with a financial services organization (generally, a brokerage house, mutual fund company, or insurance firm) to administer what is known as a prototype SEP plan.

The company provides free online resources to help readers manage money, including articles and advice on budgeting, investing, and money habits, as well as paid financial planning services.

Services beyond financial advisory, tax planning, and investment management include: bookkeeping, alternative investment advisor selection, investment performance monitoring across multiple firms, portfolio accounting, financial reporting, philanthropy management, concierge services, as well as data and document manServices beyond financial advisory, tax planning, and investment management include: bookkeeping, alternative investment advisor selection, investment performance monitoring across multiple firms, portfolio accounting, financial reporting, philanthropy management, concierge services, as well as data and document manservices, as well as data and document management.

Chetney expects much of the demand for the new Morningstar service will come from independent broker - dealers such as LPL, Commonwealth Financial Network and Cambridge Investment Research, which could mandate that their advisors use a third party to assume the fiduciary responsibility for defined contribution plans.

We provide institutional - quality investment services, directly connected to your financial plan and in line with strategic benchmarks... as a truly independent advisor, our investment decisions are made purely in your best interests.

Then, he joined Ayco, a Goldman Sachs Company, as a financial planner, where he provided comprehensive planning services for corporate executives and high - net - worth private clients.

As an overlay on Collaborative PBM Cloud ™, AdvanceESM ™ (Enterprise Service Manager) extracts and consolidates information across all departments of the PBM, providing plan sponsors with a 360 ° view enhancing critical health / financial decision - making resulting in best outcomes.

Similarly, insurers «as purveyors of insurance products, pension plans, and other financial services to corporations, have reason to mute their corporate governance activities and be bought off.»

Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms.

As part of the expansion, Quovo announced plans to partner with Canadian fintechs and incumbent financial services companies.

Additionally, if you interact with Fidelity directly as an individual investor (including joint account holders) or if Fidelity provides services to your employer or plan sponsor, we may exchange certain information about you with Fidelity financial services affiliates, such as our brokerage and insurance companies, for their use in marketing products and services as allowed by law.

The state Department of Financial Services will require companies which act as financial intermediaries to obtain a BitLicense, which it plans to offer tFinancial Services will require companies which act as financial intermediaries to obtain a BitLicense, which it plans to offer tfinancial intermediaries to obtain a BitLicense, which it plans to offer this year.

There is no question the Fiduciary Rule will hurt the bottom line for many financial service companies that profit from conflicted retirement plan investment advice — possibly reducing their revenue by as much as $ 17 billion per year!

CWB Wealth Management provides discretionary portfolio management and investment advisory services, as well as a range of wealth management and financial planning products and services.

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.

To use smart algorithms responsibly, companies — particularly financial services firms — must identify potential problems early and have a well - conceived plan for addressing and removing unintended bias before it leads to discrimination in their lending practices, as well as potential discriminatory biases that may reach beyond lending and affect other aspects of a company's operations.

Ant Financial Services Group, the Chinese fintech giant, is planning a funding round that could fetch a valuation similar to the world's biggest and oldest banks: The digital payment company is raising as much as $ 5 billion in equity that may value it at more than $ 100 billion, according to Reuters.

«For example, if a client of ours needs a detailed financial plan or a social security analysis, we include that as part of our service offering and do not charge extra.»

If an investor's situation involves complex financial planning issues that extend beyond allocating investments and related services, they might be better served with a more traditional advisor who provides advice in areas such as estate planning.

LivePlan, our flagship product, is a SaaS (software as a service) solution for pitch creation, business planning, and ongoing financial management.

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.

Holding a hospitality management degree from Florida International University, as well as a degree in Culinary Arts from CIA, Goglia has amassed more than 20 years of experience and expertise in restaurant operations, planning and development, financial performance, guest services and branding.

Many schools plan to add new student programs and services next year, aided by millions of dollars in fresh financial assistance from Albany, as well as reductions in state pension costs.

The Center for Children's Initiatives and the Campaign for Educational Equity have unveiled a statewide plan that offers a financial strategy that recognizes pre-K as an essential educational service, while providing a plan to phase in pre-K to the state's 3 - and 4 - year - olds over the next eight years.

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.

«The governor has put forth flawed plans that will abandon needed human services, leave the financial burden on families and local taxpayers as it further cripples struggling communities, such as Binghamton, Elmira and others across the Southern Tier.»

When the comptroller announced the system earlier this year, he said those local governments and school districts identified as experiencing fiscal stress would be offered an array of services from his office, including budget reviews and multi-year financial planning.

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

As late as April and May of their senior year of high school ~ there is a lack of knowledge among students about how they will pay for college There are substantial gender and socioeconomic differences evident in choosing STEM majors Parents and friends are key sources of support for postsecondary transition planning that need to be fully utilized On average ~ students do nt see college and career readiness counseling services as being as frequent or helpful as do their counselors and principals in terms of social and emotional development ~ financial planning ~ college and career planning and schedulinAs late as April and May of their senior year of high school ~ there is a lack of knowledge among students about how they will pay for college There are substantial gender and socioeconomic differences evident in choosing STEM majors Parents and friends are key sources of support for postsecondary transition planning that need to be fully utilized On average ~ students do nt see college and career readiness counseling services as being as frequent or helpful as do their counselors and principals in terms of social and emotional development ~ financial planning ~ college and career planning and schedulinas April and May of their senior year of high school ~ there is a lack of knowledge among students about how they will pay for college There are substantial gender and socioeconomic differences evident in choosing STEM majors Parents and friends are key sources of support for postsecondary transition planning that need to be fully utilized On average ~ students do nt see college and career readiness counseling services as being as frequent or helpful as do their counselors and principals in terms of social and emotional development ~ financial planning ~ college and career planning and schedulinas being as frequent or helpful as do their counselors and principals in terms of social and emotional development ~ financial planning ~ college and career planning and schedulinas frequent or helpful as do their counselors and principals in terms of social and emotional development ~ financial planning ~ college and career planning and schedulinas do their counselors and principals in terms of social and emotional development ~ financial planning ~ college and career planning and scheduling.

In instances when smaller organizations or nonprofits can not compete with large or private sector organizations, many organizations offer unique benefits — such as comprehensive medical insurance plans, flexible schedules, or financial planning services — to entice employees.44 Alpert Jewish Family and Children's Service, or AJFCS, a nationally accredited social services agency in Palm Beach, Florida, uses innovative benefits to recruit and retain talent — especially workers in the later stages of their careers.

The series highlights the importance of connecting postsecondary students to services and supports, such as physical and mental health services, housing and transportation assistance, academic skills training, financial planning and assistance services, and a variety of other community - based adult services.

Petty began his career at the Walt Disney Company as a guest service operations manager, managing business operations including financial and reserve planning, resort arrival and departure experience, hiring, training, schedules, cost control, marketing, and inventory.

(e) The board shall establish the information needed in an application for the approval of a charter school; provided that the application shall include, but not be limited to, a description of: (i) the mission, purpose, innovation and specialized focus of the proposed charter school; (ii) the innovative methods to be used in the charter school and how they differ from the district or districts from which the charter school is expected to enroll students; (iii) the organization of the school by ages of students or grades to be taught, an estimate of the total enrollment of the school and the district or districts from which the school will enroll students; (iv) the method for admission to the charter school; (v) the educational program, instructional methodology and services to be offered to students, including research on how the proposed program may improve the academic performance of the subgroups listed in the recruitment and retention plan; (vi) the school's capacity to address the particular needs of limited English - proficient students, if applicable, to learn English and learn content matter, including the employment of staff that meets the criteria established by the department; (vii) how the school shall involve parents as partners in the education of their children; (viii) the school governance and bylaws; (ix) a proposed arrangement or contract with an organization that shall manage or operate the school, including any proposed or agreed upon payments to such organization; (x) the financial plan for the operation of the school; (xi) the provision of school facilities and pupil transportation; (xii) the number and qualifications of teachers and administrators to be employed; (xiii) procedures for evaluation and professional development for teachers and administrators; (xiv) a statement of equal educational opportunity which shall state that charter schools shall be open to all students, on a space available basis, and shall not discriminate on the basis of race, color, national origin, creed, sex, gender identity, ethnicity, sexual orientation, mental or physical disability, age, ancestry, athletic performance, special need, proficiency in the English language or academic achievement; (xv) a student recruitment and retention plan, including deliberate, specific strategies the school will use to ensure the provision of equal educational opportunity as stated in clause (xiv) and to attract, enroll and retain a student population that, when compared to students in similar grades in schools from which the charter school is expected to enroll students, contains a comparable academic and demographic profile; and (xvi) plans for disseminating successes and innovations of the charter school to other non-charter public schools.

This involves analysis of the applicant's managerial capabilities and experience, the financial resources available for the proposed operations, its service plan, and the ability of the management personnel to comply with U.S. laws, as well as the ownership of the applicant.

(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);

I just went to this dealership to acquire a Lease Buy - Out Package, as I was planning only to pay - off my lease from Toyota Financial Services thru my C...

Porsche Solutions, the Personal Contract Plan (PCP) from Porsche Financial Services, has been designed as a flexible way to finance your Porsche.

I believe that at the time these Giant E-readers came out, the world wasn't ready, And the products were marketed quite badly and to the wrong audience maybe... For anyone taking on a re-launch of Giant E-readers, Marketing research is the Magic word: Not Just education, but think of Music Academies, Orchestras and even Conductors... I believe there is a Market out there for Giant E-readers in the World of Musicians; Scores, Conductor scores, as well as Other education areas, But be More Specific in Where the Giant E-reader comes in on it's Own... I don't think for a Moment that Giant E-readers are History just yet, And another thing; maybe if the cost of a Giant E-reader puts potential buyers off, Sell it through an independant Online Retailer that has the right Customer - service and financial back - up, So they could sell on a Pay - Monthly plan of some sort.....