Sentences with phrase «financial planning sessions»

• Perform bookkeeping and clerical duties, prepare government audits and conduct financial planning sessions with clients.

If you're not interested in the financial planning session, you can just turn them down.

After you signed up for a free account with Personal Capital, they will contact you to set up a complimentary financial planning session.

The complementary financial planning session should give you a good feel for the wealth management service.

I went through the free financial planning session and it was a good experience.

Schedule a financial planning session with one of our expert advisers to help you hit your financial goals.

They show up for a «free» financial planning session, and it gives a fully diversified financial services company a chance to sell them insurance, a mortgage, expensive mutual funds, and so on.

Make plans with your spouse to work through the details at your next financial planning session.

Schedule a financial planning session with one of our expert advisers to help you hit your financial goals.

Not exact matches

For the employees, we have a financial advisor come in and break out one - on - one session, and they go over our employees» income, expenses, aligning their financial goals and breaking down the plan in a practical, easy - to - follow format.

The meeting: One frigid week this past January, Adams flew East for a no - holds - barred financial - planning session at MDY's suburban New Jersey headquarters.

Before the plan is set up, you must have an initial session where the counselor goes over your personal finances — income, debts and other financial obligations — to set a budget and determine if a DMP is a good option.

«The combination of technical sessions and forward - looking speakers will provide financial planning professionals with the tools and insights they need to continue to meet their client's needs in the highest professional manner.»

Financial planning professionals will hear the latest information at multiple update sessions that will address how the tax overhaul impacts individuals, families, real estate, business owners and their closely held entities, estate plans and more.

Working with a financial advisor, attending educational sessions available at the workplace, and accessing web - based financial planning tools may be helpful.»

The sessions are designed to help people understand how they got into their financial trouble and teach them how to make a plan for the future.

During your session, your certified Student Loan counselor will work with you to develop a personalized plan and outline financial action steps for moving forward.

In general, these sessions deal with financial planning, the cause of your bankruptcy, budgeting, and other issues that pertain to your scenario.

The human touch and outreach to potential customers is also the idea behind the company's «Lunch and Learn» program, where Wealthsimple will host an in - person session at your company to teach the fundamentals of investing and answer financial planning questions.

Repayment plans are chosen during your student loan exit counseling session and the purpose of this is to help you decide the best repayment option for you and your financial situation.

Before the plan is set up, you must have an initial session where the counselor goes over your personal finances — income, debts and other financial obligations — to set a budget and determine if a DMP is a good option.

To make sure you get the most out of the session, it's a good idea to have a summary of your financial situation to hand — any savings, debt, incomings, outgoings — as well as details of existing wills, trusts and future plans.

Explore your personal investing goals with a Financial Consultant during your complimentary planning session

Bringing a copy of your report to a nonprofit credit counseling session can help you and your counselor put together a plan to get your financial life on track.

The seminar, «Financial Strategies for Successful Retirement,» consists of four 2 1/2 - hour sessions that focus on retirement planning and related issues.

If it is then the first session is arranged where the agenda is set and any financial disclosure, valuations and other necessary preparation is planned.

We regret the fact that the Group of Governmental Experts established by the CCW was not able to hold its first session this year because of financial arrears, and hope that the session planned for next month will enable progress to be made with this dossier.

Wrote test plans, scripts, and matrixes for financials, information reporting, in current session and time out functionality.

Social Worker — Duties & Responsibilities Successfully serve as a psychiatric social worker and practice manager for multiple institutions Perform crisis intervention, adult, geriatric, child, and adolescent case management and therapy Counsel patients facing depression, substance abuse, bipolar disorder, dementia, and schizophrenia Serve survivors of domestic violence, rape, robbery, child abuse, suicide, and other traumatic events Responsible for 24 hour on call crisis intervention for multiple hospital emergency rooms Complete psychosocial assessments to ensure appropriate patient diagnosis and care Design and implement treatment plans including medication and individual / group / family therapy sessions Attend weekly team meetings to assess patient progress and document in the DAP system Review psychometric and psychological reports and provide feedback to patients and families Provide clients and family members with guidance and referrals to community resources Maintain contact with family members and encouraged their involvement in patient treatment Performed discharge planning including nursing home placement, home health, medication needs, transportation and Passport screening, extended in - patient and out - patient mental health services Serve as public speaker, referral development committee member, and marketing / financial advisor

Preparing clients to participate in mediation sessions — organizing financial information for the property issues, developing priorities for a parenting plan, and articulating other elements to be included in the agreement

Run after - tax cash flow schedules and marital balance sheets; put together comprehensive parenting plans, update financial statements — as if the case were going to trial instead of a negotiation session.

During our planning session, we will discuss your goals for your family and provide a comprehensive financial review of your situation.

This session covers everything divorcing parents should keep in mind regarding their children, including: whether sole custody or joint custody is best for the family and child; how to solve child custody disputes without high emotional and financial costs; and how to create a co-parenting plan.