During a recent
financial planning workshop, advisor Anthea Perkinson discussed the value of saving toward goals.
Not exact matches
AARP: Retirement
Planning CFA Institute: Retirement Security Choose to Save: Ballpark E$ timate ® Edelman
Financial Services LLC: Retirement & Estate
Planning Financial Mentor ®: Retirement Calculators How to Save Money for Retirement (retirement savings guide) IRS: Adding Automatic Enrollment to Section 401 (k)
Plans — Sample Amendments IRS: Changes in Your Life May Affect Retirement
Planning IRS: Help with Choosing a Retirement
Plan NEFE
Financial Workshop Kits Retirement Series Preparing for Retirement from DOL Save it Like You Mean It: The (Non-Scary) Guide to Retirement
Planning Saving Matters from DOL U.S. Department of Labor: Taking the Mystery Out of Retirement
Planning WISER: What Women Need to Know About Retirement
Topics like menu
planning,
financial management, procurement, meal presentation and appeal, and youth engagement tactics were covered in the
workshop hosted at the University of Mississippi.
To help young people learn important skills needed to
plan and budget for adult independence, the Dutchess County Department of Social Services (DSS) hosted a two and a half hour
financial workshop in partnership with Bridgeway Federal Credit Union today (Monday, July 30th).
At a Clarkstown Town Board
Workshop on June 24, 2014 Edward Duer, Comptroller and Mary Maloney, Deputy Comptroller, presented the Town of Clarkstown's multi-year
financial plan that is new this year having been proposed by Coumcilman Hoehmann.
The 50 participants are also provided with a full five - day schedule that includes
workshops on fundraising, governance,
financial management, and strategic
planning, led by faculty experts as well as sitting and past presidents.
Today, over 290 adults take education classes in Lynn (with a waiting list); everything from ESL classes, citizenship, computer literacy,
financial planning, parenting
workshops, wellness and zumba, learning about the achievement gap and monthly family events and the Boston program will double in size this year.
On June 4, 2010, the DOT Chief
Financial Officer (CFO) issued a policy establishing internal control procedures for the
planning and approval of all DOT conferences and
workshops.
If you attend the
workshop and decide to work with one of the advisors, Weigh House will start you off with a
financial plan for $ 750, and the advisor will then help you put the
plan into practice.
Faculty, «Student Loan Intensive: A full - day
workshop for
financial advisors,» XY
Planning Network, San Diego, CA, September 18, 2016
AARP: Retirement
Planning CFA Institute: Retirement Security Choose to Save: Ballpark E$ timate ® Edelman
Financial Services LLC: Retirement & Estate
Planning Financial Mentor ®: Retirement Calculators How to Save Money for Retirement (retirement savings guide) IRS: Adding Automatic Enrollment to Section 401 (k)
Plans — Sample Amendments IRS: Changes in Your Life May Affect Retirement
Planning IRS: Help with Choosing a Retirement
Plan NEFE
Financial Workshop Kits Retirement Series Preparing for Retirement from DOL Save it Like You Mean It: The (Non-Scary) Guide to Retirement
Planning Saving Matters from DOL U.S. Department of Labor: Taking the Mystery Out of Retirement
Planning WISER: What Women Need to Know About Retirement
The Art of Investing
Workshop was indeed an eye - opener in the field of
financial planning and value investing.
Although they primarily offer insurance, Horace Mann hosts
financial awareness
workshops, offering advice on student loan forgiveness and retirement
planning.
Designed and presented
workshops nationwide to organizations at over 15 campuses: leadership development, communication skills, recruitment processes,
financial planning, organizational programming, and procedural adherence to intergenerational groups of 10 - 250 people.
Develop, organize, and present professional
workshops to high school students in the areas of: attitude and communication, time management,
plans after high school,
financial management, and resume building
The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and
financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits
plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational
workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and
Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report ge
Planning Committee Coordinator • Executed all phases of event
planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report ge
planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic
planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report ge
planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference
planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report ge
planning processes • Produced statistical and
financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation
It is a skill - based non-religious
workshop designed to address issues concerning communication and listening skills, anger management, and
financial planning.
To help guide better decisions for the future, we offer interactive, informative
workshops where you can learn about the best way to
plan future living arrangements and structure family
financial agreements, and find out about Powers of Attorney, wills, advance care directives and much more.
To help guide better decisions for the future, we offer interactive, informative
workshops where you can learn about the best way to
plan future living arrangements, structure family
financial agreements, and find out about Powers of Attorney, wills, advance care directives and much more.
The cutting - edge conference schedule that follows will cover issues led by some of the most experienced mediators in the country: mindfulness practice in family mediation, creative parenting
plan topics, pre-marital agreements, in depth
financial approaches, dealing with high conflict clients, gender bias, elder mediation and several effective
workshops on practice building and business strategies.