Sentences with phrase «in financial counseling»

Another option would be to include your adult children in the financial counseling that's required for some types of reverse mortgages.

Your objective should be written entirely in the third person, without «I» or any other personal identifiers Here are two examples: «Seeking to bring history in community organization to tenure - track position at university with a diverse student population; focus on social justice,» and «Seeking to bring 15 years in financial counseling to a major banking company; focus on conflict resolution and customer retention.»

Or, «Seeking to bring 15 years in financial counseling to a major banking company; focus on conflict resolution and customer retention.»

AFCs have broad financial knowledge but are also trained in financial counseling and education.

Nine times out of ten when we have people in our financial counseling session call the credit card company they get a better rate.

AFCPE ® is the nationally recognized leader in financial counseling, coaching and education.

Earn the most valuable and highly regarded certification in the financial counseling and education profession.

(Fixed number (Open - ended) account) of payments I0 R0 O0 Too new to rate I1 R1 O1 Pays account as agreed I2 R2 O2 More than 2 payments past due I3 R3 O3 More than 3 payments past due I4 R4 O4 More than 4 payments past due I5 R5 O5 More than 120days or 4 payments past due I7 R7 O7 Making regular payments under WEP I8 R8 O8 Repossession I9 R9 O9 Bad debt; placed for collection IA RA OA Account is inactive IB RB OB Lost or stolen card IC RC OC Contact member for status ID RD OD Refinanced or renewed IE RE OE Consumer deceased IF RF OF In financial counseling IG RG OG Foreclosure process started IH RH OH In WEP of other party IJ RJ OJ Adjustment pending IM RM OM Included in Chapter 13

Not exact matches

There are several components of cost: preparing plan documents and government filings; obtaining a valuation; administration; and, in a leveraged ESOP, loan commitment fees, legal fees for the lender's counsel and loan documents, and, possibly, financial consulting for structuring the transaction.

Sales trainer Richards counsels his financial company clients to take steps such as inviting potential customers to sit in on financial management sessions or sending out differentiated newsletters based on the prospects» interests.

With only a high school diploma, Chou obtained his Certified Financial Analyst designation in 1985 and registered as a portfolio manager and investment counsel.

THE Australian Tax Office's Reply - in - Five GST response service has broken down - resulting in major confusion and potential financial cost for thousands of small business operators, says CPA Australia's senior tax - counsel Paul Drum.

Representatives from the company, counsel, and the underwriters camped out at the financial printer, Bowne & Co., in San Francisco, until the final proofs were approved.

The Audit Committee serves a Board - level oversight role, in which it provides advice, counsel, and direction to management and to the auditors on the basis of the information it receives, discussions with management and the auditors, and the experience of the Audit Committee's members in business, financial, and accounting matters.

While the robo - advisor retains full responsibility for managing the investments and matching the client to the appropriate portfolio, the financial planner might fill the role of trusted human advisor who can prepare an in - depth financial plan but also counsel clients about all aspects of their finances.

Steve has been in the financial industry for over 20 years, during which time he co-founded and was the Chief Executive Officer of Investment Planning Counsel Inc. (IPC) which was sold to IGM Financial in 2004, a member of the Power Financial group of cfinancial industry for over 20 years, during which time he co-founded and was the Chief Executive Officer of Investment Planning Counsel Inc. (IPC) which was sold to IGM Financial in 2004, a member of the Power Financial group of cFinancial in 2004, a member of the Power Financial group of cFinancial group of companies.

Prior to becoming a partner in Bellwether, Steve was the Founder and CEO of Investment Planning Counsel, one of Canada's largest financial planning companies.

Four current Goldman Sachs executives aside from Blankfein each own more than $ 175 million in company stock, including President Gary Cohn, Chief Financial Officer Harvey Schwartz, General Counsel Greg Palm and Vice Chairman John S. Weinberg, who announced his retirement this month.

For legal advice in these matters one should always research an accredited financial planner, accountant, or lawyer for actionable counsel.

While Apple doesn't name names, many observers take that to mean former Chief Financial Officer Fred Anderson, who resigned from Apple's board on Sept. 30, and former general counsel Nancy Heinen, who abruptly left the company in May.

Quinn previously served as of counsel at a leading law firm in crowdfunding, Ellenoff, Grossman & Schole, specializing in facilitating financial transactions and compliance with JOBS Act regulations.

ICI General Counsel David Blass told California State Treasurer John Chiang in a Thursday letter that the feasibility study, conducted by Overture Financial LLC, fails to fully consider the range of likely events that could raise the costs and undermine the feasibility of the program.

The committee has reviewed the acquisition proposal, in consultation with its financial advisor and legal counsel, «and has determined that the price proposed is inadequate,» Nordstrom said.

By submitting your proxy (either by signing and returning the enclosed proxy card or by voting electronically on the Internet or by telephone), you authorize Christine P. Richards, FedEx's Executive Vice President, General Counsel and Secretary, and Alan B. Graf, Jr., FedEx's Executive Vice President and Chief Financial Officer, to represent you and vote your shares at the meeting in accordance with your instructions.

In the past, our General Counsel was permitted to grant an exception to this policy on a case - by - case basis for an officer or director who clearly demonstrated the financial capacity to repay the loan without resorting to the pledged shares.

When the UK becomes a third country, investment advisors will need a Mifid passport to deal in the EU, but according to John Young, financial regulation counsel at Ropes & Gray, it is unclear which private equity firms would require a Mifid II passport.

In addition to running her own financial planning firm, Nancy was a Managing Director and Chief Operating Officer for several Legg Mason Inc. affiliates, most recently Legg Mason Investment Counsel and Trust, N.A., where she served on the Executive, Operating, Investment and Trust Administration committees.

The article quotes David E. Teitelbaum, Partner at Sidley Austin, as saying that the guidance will be «challenging» and Angela Angelovska - Wilson, Counsel at Latham & Watkins in Washington D.C. and a Member of the Finance Department and the Financial Regulatory Group, as explaining as others have how the guidance creates more confusion than it clarifies: the new definitions introduce ambiguities and where it seems to target Bitcoin it isn't clear if it affects programs offering «miles» or «points,» etc..

Given the absolute caning AMP has (deservedly) copped at the hands of Kenneth Hayne and Counsel Assisting at the Financial Services Royal Commission in Melbourne this week, why wouldn't the company's leadership renewal be the talk of the market?

He worked for a major Canadian and global financial institution on the brokerage and investment counseling side and just prior to joining Leith Wheeler, Jerry was a portfolio manager with a national investment counsel firm in Calgary before its acquisition by a major Canadian bank.

Prior to joining Oberon, Marc acted as General Counsel to a $ 700 million family office with real estate development, construction and financial services holdings in Europe, Canada and the Middle East.

Kevin's government service includes roles as an enforcement trial lawyer, as counsel to a commissioner at the U.S. Commodities Futures Trading Commission (CFTC), as a regulator at the U.K. Financial Conduct Authority, and as counsel in the U.S. Senate.

While you are in the debt management program, you are typically not allowed to open any new credit accounts and you receive financial counseling — such as learning to make a budget and start saving money.

In a response to ASX questions, QBE group general counsel Carolyn Scobie said it was not until its board meeting on June 21 that «the financial condition of each of its global divisions, including the emerging markets division, had been clarified and confirmed».

The National Foundation for Credit Counseling ® (NFCC ®), founded in 1951, is the nation's largest and longest - serving nonprofit financial counseling orgCounseling ® (NFCC ®), founded in 1951, is the nation's largest and longest - serving nonprofit financial counseling orgcounseling organization.

Gary also served as Senior Counsel to Heller Financial (now GE Capital) both in the Leveraged Funding Group and in the Equipment Finance Group, and was Chief Counsel to Exchange National Bank's (a precursor to LaSalle National Bank / ABN / AMRO) Asset Based Lending Division.

I later became the General Counsel of Focus Financial Partners, LLC, then on its way to transform into the largest partnership of independent financial advisory firms in tFinancial Partners, LLC, then on its way to transform into the largest partnership of independent financial advisory firms in tfinancial advisory firms in the world.

The Independent Committee will be authorized to retain advisers, including an independent financial adviser and legal counsel, to assist it in its work.»

«The DOL's brief shows in detail why NAFA's claims have no merit and why the court should deny NAFA's motion for a preliminary injunction,» said Micah Hauptman, financial services counsel with the Consumer Federation.

Scott Hannah, president of the Vancouver - based Credit Counselling Society, which helps consumers who are drowning in debt, says he's seen little evidence households have learned anything from the financial crisis.

It could also mean developing new competencies, such as pastoral counseling, a biblical language, or mastering the accounting principles or computer software used in managing the church's financial affairs.

This is profoundly unhealthy, as many pastors are not qualified to be financial planners or to diagnose mental illness or to counsel couples through their conflicts in an unbiased and educated way.

Since the deal has resulted in extensive financial inequality, Christian justice counsels us to insulate the electoral process from the distortions that disparities in wealth can introduce.

President Paco Rodriguez co-founded the company with his wife, Chief Financial Officer and General Counsel Tina Rodriguez, and partner Ken Pensolfini in 1990.

In North America, Rabobank is the premier bank to the food, agribusiness and beverage industries, providing sector expertise, strategic counsel and tailored financial solutions to clients across the entire food value chain.

Through the WIC program, women and children receive financial assistance in purchasing food, counseling and information on healthy eating, breastfeeding support and information and referrals to health care and other community resources.

In Connecticut, for instance, a triage system doesn't simply hive off cases that don't need a court hearing — couples are directed to financial counseling or parenting courses.

Mr. Schneiderman has blamed large lenders for creating the 2008 financial crisis, and wrung some $ 60 billion in settlement money from them — and used the cash to fund a slew of counseling and relief programs.

He wanted to do something in his will to save his family from disgrace so he seeked counsel from one elderly man he went to stay with and he assured him that he could help him with his financial woes if he was ready to do what it takes.

The others include Albany - based Appellate Justice Leslie Stein, a former City Court judge; Buffalo - based Appellate Justice Eugene Fahey; Daniel Alter, general counsel for the state Department of Financial Services; attorney Maria Vullo of Paul, Weiss, Rifkind, Wharton & Garrison in Manhattan; attorney Rowan Wilson of Cravath, Swaine & Moore in Manhattan; and Preeta Bansal, a Manhattan - based former state solicitor general who is a visiting scholar at Harvard Law School and senior legal and policy advisor at the MIT Media Lab.