Sentences with phrase «financial planning specialists»

The financial planning specialists you bring in to conduct seminars for your associates can point them in the right direction for setting up these legal entities.

It can also involve a neutral child specialist and a neutral financial planning specialist to fill out the team working to make the divorce as cooperative and child - friendly as possible.

Not exact matches

Cairngorm Capital's investment, made in 2017 from its second fund Cairngorm Capital Partners II LP, is the first in a series of planned investments in timber processing and merchanting businesses, designed to combine specialist sector operational expertise with financial support from Cairngorm Capital.

Cairngorm Capital's investment, from its second fund Cairngorm Capital Partners II LP, is the first in a series of planned investments in timber processing and merchanting businesses, designed to combine specialist sector operational expertise with financial support from Cairngorm Capital.

In an effort to help plan sponsors and retirement plan professionals communicate more effectively with participants, Invesco Consulting teamed up with the political consultants and word specialists, Maslansky + Partners, to conduct one of the largest, most comprehensive studies of its kind on financial language.

Your options: You and your creditor can still work out a payment plan or come up with a hardship plan if your financial situation merits one, says Laura Creamer, a financial education specialist at the nonprofit credit counseling service CredAbility.

«Visitors to Bett can discover how bespoke finance solutions from specialist financial providers offer a flexible and affordable way for schools to progress their plans by spreading the cost of IT investments.

Financial planning is a specialist profession and you should make sure that you're getting advice from a properly qualified person.

In my view it is enormously valuable to have a teacher within the school itself to coordinate rehearsals and events, liaise with other staff, follow up on children who have missed lessons (finding out if there is an underlying financial or family problem of some sort), meet with parents at the regular parents» evenings, arrange for permission slips for an event, work with the drama specialist / enthusiast on plans for a musical.

Slater had also set out plans for the government to hire more financial specialists and offer academy trusts support from «school efficiency advisers».

We also auto financing specialists that are ready to help you move from being a car shopper to a new car owner with a feasible financial plan tailored for you.

At the core, Sunrise Capital is a team of highly accomplished financial professionals with a range of skills and qualifications which enable us to advise confidently and competently on most aspects of portfolio management and associated financial planning issues including specialist areas.

All you have to do is fill out the form on their website and a debt specialist will contact you to assess your financial situation and create a plan for paying off the debt.

When working with Old National, you will work with a team of experts including; Certified Financial Planners, Certified Trust and Financial Advisors, Certified Retirement Plan Specialists, Chartered Financial Analysts, Attorneys and Certified Public Accountants.

San Ramon, CA About Blog San Francisco Bay Area's best fee only, independent financial advisor, CFP, specialist in investment management and retirement planning located in Pleasanton CA.

Jeannotte says, «There is a perception that EAPs are counselling plans, but they do a lot more than that in terms of access to professionals like lawyers, dieticians, financial advisers, and eldercare specialists.

He is a Certified College Planning Specialist (CCPS), a Registered Financial Consultant (RFC ®) and a charter member of the National College Advocacy Group (NCAG).

If you have questions about your workplace savings plan choices, you can speak to a Financial Education Specialist.

Different retirement investment accounts each offer benefits and disadvantages; carefully consider your personal financial situation and work with your advisor or plan specialist before committing to one account type.

They created a «Certified College Planning Specialist (CCPS)» credential for their members who pass a relatively simple test of knowledge of student financial aid.

Having made his fair share of bad decisions himself, he wants to share the benefit of his mistakes and successes as a consumer, Mortgage Planning Specialist, and Credit Repair Specialist to assist those who may have fallen victim to the recent economic crisis, and to help them fix bad credit and gain financial strength.

Cetera Financial Group introduced the Advanced Planning Group, a specialist support team equipping the firm's top advisers with advanced legal, tax, accounting and insurance resources.

Sandy Cardy, formerly a tax and estate planning specialist for Mackenzie Financial Corp. and now an independent consultant, says a common mistake is not understanding the fees you are paying.

However, it is still imperative that anyone who finds themselves in such circumstances has a specialist financial plan in place that carefully examines income and expenditure to model future cash flow needs and then builds an appropriate investment portfolio.

Our tax specialists can assist with the full spectrum of your commercial activities, from transaction structuring and due diligence to property taxation, inbound and outbound investment, cross-border leasing, funds management, financial products, corporate restructuring and employee share plans.

He is a Board Certified Specialist in Estate Planning and Probate Law (North Carolina) and a Certified Financial Planner.

This specialist can provide you with advice on financial planning, education and guidance, including modifying or creating new wills and trusts.

Applicants must be under the age of 30 or show proof of financial hardship to buy these low - cost plans since they don't contain several benefits that other Metal options contain, such as maternity, and specialists visits without having to meet a deductible.

Additionally, if you are doing extensive estate planning or financial planning, you should consult a specialist, accountant and attorney in order to get solid advice..

MSK's Financial Planning team is seeking a Reimbursement Specialist.

«Business Finance Executive and troubleshooting specialist with the authority of operations, organization and management and with expert competence in financial planning and analysis seeking a position where these skills can assist in the development of a start - up company such as ABC Ltd»

PROFESSIONAL EXPERIENCE Quality Control Specialist — SVO Management Inc. 2003 — Present Provide critical and sustainable quality control procedures, performing financial planning and analyses, forecasting and budgeting, strategic process improvement methodologies, and finance control procedures for the department Director.

PROFESSIONAL EXPERIENCE Principal Financial Group, San Diego, CA 2007 to 2011 Senior Marketing Coordinator — 2011 Sales Support Specialist — 2007 to 2011 Provided efficient assistance to sales producers for development and execution of marketing plans and materials that producers effectively utilized to target and penetrate markets, successfully obtained new clients and enabled additional revenue gains.

Our specialist area of expertise is wealth management and financial planning including cash flow modelling to help our clients achieve financial freedom, so that they can live the lives they would choose.

Accomplished General Manager, Operations, and Hospitality Specialist with more than 20 years of leadership experience in operational management, staff development and mentorship, strategic planning, sales leadership, safe working environments, financial goals, and procedural improvements combined with a proven record of success in turning around struggling business operations throughout the region.

Tags for this Online Resume: Sourcing, HR, Human Resources, Management, Budgeting, Financial, Financial Statements, Planning, Regulatory Reporting, Taleo, Recruiter, Technical Recruiter, Corporate Recruiter, Talent Acquisition Specialist, Talent Acquisition Partner

Profile ECOMMERCE Professional - Experienced, award - winning online retail specialist with expertise in B2C Merchandising, Category Management, Affiliate Marketing, Financial Planning, and Business Analysis.

San Ramon, CA About Blog San Francisco Bay Area's best fee only, independent financial advisor, CFP, specialist in investment management and retirement planning located in Pleasanton CA.

The sample below is for a Financial Planning: Retirement Plans Specialist Resume.

Medical Billing Specialist — Duties & Responsibilities Manage medical billing, coding, and customer service operation for industry leading corporations Develop extensive experience with all major medical insurance providers Provide exceptional customer service resulting in 100 % client satisfaction rating Maximize reimbursements and minimize costs through effective management Serve as member of Rate Book Committee overseeing 80,000 outpatient third party accounts Recruit, hire, and train staff ensuring understanding of company brand, policies, and procedures Responsible for $ 100 million per year in company income and company record of $ 46 million in one month Oversee financial management providing best practices and strategic planning Build and strengthen relationships with third party payors including Medicare, Medicaid, and others Author and present reports to senior leadership regarding company financial health Set and strictly adhere to departmental budgets and project timelines Ensure compliance with applicable laws and industry regulations Establish and maintain detailed records regarding claims, billing, and client information Create and implement clinical and nonclinical team training activities Consistently promoted for excellence in management, customer service, and revenue generation Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and positivity

Event Meeting Coordinator — Duties & Responsibilities Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Responsible for varied special event coordination from conception to implementation Oversee event logistics including audio / visual technology, venue, catering, and travel arrangements Manage volunteers and junior staff members ensuring effective, efficient, and professional operations Design and implement strategic business plans, integrated marketing campaigns, and research initiatives Set and strictly adhere to departmental budgets and timelines Create, launch, and manage «Homeowners Helping the Homeless» a nationwide financial assistance program Recognized for excellence as a relator, sales executive, and customer service specialist Represent company brand with poise, integrity, and positivity Consistently meet or exceed sales goals through networking, in personal sales, and other tactics Conduct research on prospective leads and existing clients to assist in developing sales strategies 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 Build and strengthen relationships with key clients, partners, and community leaders Provide exceptional customer service resulting in client satisfaction and repeat business Perform all duties in a professional and courteous manner

Accountants Attorneys - all types Certified Divorce Financial Analysts Certified Financial Planners Child Specialists Child Representatives Collaborative Practitioners - all types College Fund Experts Couple Counselors Discernment Counselors Divorce Coaches Estate Planning Attorneys Family Law Attorneys Financial Planners Financial Neutrals Insurance Brokers Legal Aid Agencies Mediators - all types Mortgage Brokers Other Nonprofits Pension Fund Experts Professional Organizers Real Estate Agents Real Estate Attorneys Social Service Agencies Therapists

The parties may also use other professionals as part of the collaborative team, including divorce coaches (who assist the parties in communicating efficiently and effectively), Financial Neutrals (who assist the parties in understanding the financial impacts and tax consequences of their decisions) and even child specialists (in situations where custody or parenting plans are in Financial Neutrals (who assist the parties in understanding the financial impacts and tax consequences of their decisions) and even child specialists (in situations where custody or parenting plans are in financial impacts and tax consequences of their decisions) and even child specialists (in situations where custody or parenting plans are in dispute).

Financial Specialists help to assess the family's resources and map out a future financFinancial Specialists help to assess the family's resources and map out a future financialfinancial plan.

The collaborative family law process encourages the use of neutral advisors, such as a child specialist, to advise on parenting plans and a financial specialist to advise on asset valuation, tax consequences, and related issues.

Certified Financial Planner ® Rick Rodgers is president of Rodgers & Associates, «The Retirement Specialists,» in Lancaster, Pa., and author of The New Three - Legged Stool: A Tax Efficient Approach to Retirement Planning.

Bachelor Degree 1979, REOS Specialist, SFR Short Sales and Foreclosure Resource, Environmental Concerns Affecting Real Estate Transaction, Essentials of International Real Estate, Europe and International Real Estate, Asia / Pacific International Real Estate, The Americas International Real Estate, Investment and Financial Analysis of International Real Estate, Standards of Practice, Essential Real Estate Techniques, Real Estate Specialties, Case Studies in Acquisition Analysis, Commercial Contracts, Commercial Real Estate Investment and Development Analysis Course, Code of Ethics, Core Law, Accredited Buyers Representative, Appraising, Contracts, Real Estate Law Contracts, Law of Agency, Real Estate Finance, Real Estate Marketing, Real Estate Investments, Commercial Property Management, Sales Comparison, Cost Depreciation, and Income Approaches, Federal Income Tax Laws Affecting Real Estate, Zoning and Planning Subdividing of Land and Special Issues, Selling Skills and Management (Xerox), working on CCIM and on going Continuing Education.

Things to consider: If buying and selling real estate, being the multifaceted situation that it is, finds itself sometimes even too complex for trained professionals in some situations, requiring the addition of other trained professionals such as lawyers, inspectors, insurance pro's, appraisers, land surveyors, tax specialists, financial planning and estate management people or companies, divorce specialists, grief counsellors, expert witnesses, construction people, builder issues, mortgage fraud professionals, banking backup people, ex pat and non-resident specialists, immigration rules and regs, investment counsellors, to help unravel oddities and eventualities, just imagine the Rubik's cube the journey represents to the average, unrepresented buyer or seller, perhaps even ones in the midst of it while trying to digest a purchase or sale, going through a divorce or dealing with a grieving relative, due to a death in the family, even more especially where English is not that individual's first language.