Sentences with phrase «in the financial planning community»

Do any advisors in the financial planning community even conceptually understand what a long - term bond bear market looks like these days?

It created quite the controversy in the financial planning community as planners debated whether he did a service to the public or hurt the reputation of the financial planning industry.

Not exact matches

• XFactor Ventures invested in e-commerce company Everywear, cooking device startup Nomiku, community platform about sex O.School, financial planning platform The Beans, crop yield forecaster Vinsight, cloud platform Ellen & Paul's New Startup, virtual assistant Clara, and legal tech platform Court Buddy.

WILMINGTON, Del. (AP)-- As plans for strip malls and new residential communities stalled in the wake of the 2008 financial crisis, with weeds instead of houses sprouting in former farm fields, developers in Delaware were having a hard time paying off millions of dollars in construction loans owed to Wilmington Trust.

Most new parents understand the importance of life insurance, but few realize that their odds of losing their income because of disability are far greater than dying young, says Mike Haggerty, director of financial planning services at Community America Credit Union in Kansas City, Mo..

Question topics included financial incentives given by the City to Altronix (which hosted the Mayor for a visit just before the press conference), whether the mayor has concerns about offering such incentives, whether his jobs task force will work with local communities, whether his affordable housing plan conflicts with his plan to enable more manufacturing in the city, what a base livable minimum wage is, whether the mayor is concerned about the possibility that Republicans may control the U.S. Senate next year, whether NY State has done enough to assist NYC in obtaining hazard mitigation money from the federal government, the Mayor's views on items sold at the September 11th Museum gift shop and what the first «tangible» product of the task force will be.

Confronted with challenges like changing economic needs, local historical perceptions, and teacher retention and financial resource issues, innovative district leaders in rural communities are taking an opportunity to plan for success.

[20] Andrew J. Coulson, «Direct Financial Responsibility for Parents,» in «Forging Consensus: Can the School Choice Community Come Together on an Explicit Goal and a Plan for Achieving It?

The Schott Foundation has been a champion in the philanthropic community of these efforts through financial contributions, as well as extensive in - kind support to the communications work and the strategic planning process.

Whether it's working with schools to open in - school branches, hosting a financial planning seminar, or offering ID - theft prevention tips at a branch, credit union staff members share their knowledge with the community.

In 2000, the financial planning community typically rallied around a 20 % equity allocation to foreign stock.

A home is more than a financial asset, but a place to live and raise children; it's a plan for the future; it's an investment in your community.

[Biotechnology Value Fund] believe that the investment community clearly lacks confidence in such a plan, as evidenced by recent reports from stock analysts and by the $ 0.61 per share closing price of [AVGN]'s common stock on October 30, 2008, reflecting only 31 % of [AVGN]'s financial assets as of September 30, 2008.

That's why Community Financial Credit Union is excited to offer our Planning & Saving program to help you learn how to prepare for the next steps in your life.

FPA Connect Financial Counseling Community Webinars: Each month, members are invited to a free professional development webinar hosted in partnership with the Financial Planning Association's learning platform, FPA Connect.

«This study should give [other states considering financial education] a little reassurance that investing time in planning and implementation results in some positive benefits for the community and the students that come through the school,» Collins said.

It operates through its bank and nonbank subsidiaries which engages in community banking services such as asset management, real property title insurance, investment banking, financial planning, and brokerage services.

Tidewater Community College, based in Norfolk, Va., wants students to outline a realistic picture of their financial situation before and after graduation, including a repayment plan for student loans, according to Inside Higher Ed.

We also provide veterinary care, transportation of pets to safety, a 24 - hour crisis line, guidance on pet safety planning, legal advocacy to help owners protect their pets via the court system, financial assistance with pet deposits in transitional housing, consultation in the prosecution of cases involving animal cruelty and domestic violence, and community outreach and professional agency cross-training on understanding the role of pets in domestic violence.

It covers topics such as in - home care, reverse mortgages, financial and estate planning, repairing and upgrading one's home, downsizing one's life and senior communities.

The college's Community Education program offers hundreds of classes three times a year to those interested in learning about music, dance, writing, fitness, cooking, financial planning, languages and a myriad of other topics in a non-competitive, not - for - credit environment.

ArtPlace America (ArtPlace) is a ten - year collaboration among a number of foundations, federal agencies, and financial institutions that works to position arts and culture as a core sector of comprehensive community planning and development in order to help strengthen the social, physical, and economic fabric of communities.

ICAEW is launching its online Personal Financial Planning Community later this month which will be open to both ICAEW members and other professionals with an interest in this increasingly complex and important part of the professional advice sector.

One post used an exclamation point in suggesting that the financial - planning community is now telling clients to «safeguard your IRAs!»

The Personal Financial Community is a free resource for anyone with an interest in personal financial Financial Community is a free resource for anyone with an interest in personal financial financial planning.

ALM does not appear to have a clear digital plan though and LexisNexis» alleged failure to invest in technology combined with its parent, Reed Elsevier taking subscription price hits with the growth of open access, has some in the UK financial community calling for its sale.

After realizing there was a similar problem in the community, the lack of financial planning for retirement, he decided to offer products that met the unique needs of the individuals.

The company also offers the Nation of Neighbors Program, which provides financial assistance to individuals who have a plan to either start or expand a business, organization, or group that assists women and girls in their community.

Excel in program and organizational planning, with documented success overcoming challenges of limited resources and financial constraints to design high - quality, cost - effective and comprehensive service offerings skills Domestic Violence Certification Life skills counseling Sexual assault victim counseling Organized Culturally - sensitive Medicare and Medicaid applications Skilled community - based case manager

Performed budgets, forecasts, financial analysis and systems implementations for 600 multi-site retail stores Implemented JD Edwards accounting package including Accounts Payable, Accounts Receivable, General Ledger and Fixed Assets Performed corporate consolidations and currency conversions expressly for the United Kingdom, Europe and the Asian countries including Japan Performed product line profitability and new product launch analysis including the sub $ 1,000 personal computer estimated to be 30 % of the 2000 annual operating plan Created a five year strategic model including P&L, cash flow, and balance sheet that provided significant impact to the organizationâ $ ™ s future growth and communication to the analyst community Developed financial statements and negotiated with portal and internet service providers to form Gateway.net and Gateway.com start up companies resulting in 1 million subscribers Supervised a staff of ten full time financial analysts

AREAS OF EXPERTISE Interim Management Consulting Federal Contracting Investigation and Audits Corporate Ethics and Compliance Financial and Legal Transactions Strategic Business Planning Litigation Management Government and Community Relations Reductions in Force Labor Relations Due Diligence Executive / Individual Coaching Executive Compensation International Human Resources Management Compensation, Benefits and Payroll Succ...

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

Professional Experience Danville Centre for Health and Rehabilitation (Danville, KY) 2008 — Present Community Liaison (2010 — Present) Admission and Marketing Director (2008 — 2010) • Marketed specialty clinical programs for 500 multi-site nursing home beds in Central Kentucky • Designed and implemented comprehensive marketing campaigns including all collateral materials • Generated significant sales through marketing, special events, in - person sales, and other tactics • Trained junior team members in corporate policies and customer service and sales best practices • Successfully secured admissions to 106 bed skilled nursing facility through customer relations and sales initiatives • Set and strictly adhered to departmental budget ensuring efficient and effective operations • Responsible for business plan development, financial oversight, staffing, and team training • Supervised Admissions Assistant and the «Angel Care» resident advocacy team program

Professional Experience American Red Cross (Douglasville, GA) 11/2007 — Present Communications Manager • Lead the strategic direction and implementation of all public relations and communication functions to achieve American Red Cross Blood Services collection goals and organizational objectives • Collaborate with Chapter counterparts to promote a singular American Red Cross image and messaging throughout the state • Develop viable communications plan to assure effective community awareness of critical need for donations • Produce market communications and develop media outreach initiatives, including press releases, media inquiries, and special project updates, to ensure image and brand consistency • Author and edit scripts, presentations, and speeches for use by senior - level organization executives • Establish partnership within the community to enhance awareness of the blood donation program while leveraging key relationships with local - and state - level media professionals • Develop and implement an annual public relations and communications budget to ensure self - sufficiency and utilize financial resources in an efficient manner • Execute and supervise all staff - related functions including hiring, training, evaluation, and career development to create a well - qualified team and enhance operational success • Plan and implement employee award and recognition programs to honor milestone achievements, customer service excellence, and the accomplishment of national initiatives • Perform all duties and responsibilities in compliance with standard operating procedures, Safety Quality Identity Potency Purity (SQUIPP), the Code of Federal Regulations (CFR), Occupational Safety and Health Administration (OSHA), the Food and Drug Administration (FDA), and all other applicable federal, state, and local entiplan to assure effective community awareness of critical need for donations • Produce market communications and develop media outreach initiatives, including press releases, media inquiries, and special project updates, to ensure image and brand consistency • Author and edit scripts, presentations, and speeches for use by senior - level organization executives • Establish partnership within the community to enhance awareness of the blood donation program while leveraging key relationships with local - and state - level media professionals • Develop and implement an annual public relations and communications budget to ensure self - sufficiency and utilize financial resources in an efficient manner • Execute and supervise all staff - related functions including hiring, training, evaluation, and career development to create a well - qualified team and enhance operational success • Plan and implement employee award and recognition programs to honor milestone achievements, customer service excellence, and the accomplishment of national initiatives • Perform all duties and responsibilities in compliance with standard operating procedures, Safety Quality Identity Potency Purity (SQUIPP), the Code of Federal Regulations (CFR), Occupational Safety and Health Administration (OSHA), the Food and Drug Administration (FDA), and all other applicable federal, state, and local entiPlan and implement employee award and recognition programs to honor milestone achievements, customer service excellence, and the accomplishment of national initiatives • Perform all duties and responsibilities in compliance with standard operating procedures, Safety Quality Identity Potency Purity (SQUIPP), the Code of Federal Regulations (CFR), Occupational Safety and Health Administration (OSHA), the Food and Drug Administration (FDA), and all other applicable federal, state, and local entities

Teacher — Duties & Responsibilities Teach financial management classes focused on budgeting, credit, home buying, and foreclosure prevention Instruct leadership development classes utilizing the DISC Personality Profile Assessment Model Administer DISC Assessment Tool, analyze students results, and build student leadership profiles Implement multiple teaching techniques to reach audiences of varying learning styles and abilities Design and implement challenging and captivating curriculum resulting in student engagement Responsible for one on one instruction and lecture - based learning for classes as large as 50 students Experienced in both youth and adult education instruction techniques and subject matter Plan and administer Bible based education and development classes for Abundant Life Church Lead classes in vision, program, mission, and leadership development for church members and leaders Actively serve on multiple nonprofit boards focused on education and community development Lecture on leadership development, financial responsibility, and other topics at community functions

Professional Duties & Responsibilities Directed all daily operations, customer service, personnel, and finances for multiple hotels and resorts Designed and implemented marketing and sales campaigns resulting in increased business Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Recruited, trained, and oversaw customer service personnel, kitchen staff, and cleaning crews Set company budgets, maintained profit / loss statements, and ensured overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiated contracts and agreements with suppliers securing quality products at low prices Performed site inspection tours as well as potential client tours Built and maintained highly profitable corporate accounts Ensured compliance with all applicable health and safety regulations Created employee development programs building staff skill sets and value Utilized employee recognition tactics to build morale and company loyalty Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer service and a quality guest experience Built and strengthened relationships with clients, staff, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed

Professional Duties & Responsibilities Provided administrative support to senior leadership ensuring efficient and effective operations Hired, trained, and managed junior administrative support team members and student interns Served as liaison between office and other departments, special guests, and the general public Interacted with University President, Fortune 500 CEO's, donors, alumni, and community leaders Coordinated official University internal and external communications Created and implemented educational seminars, materials, and related activities Planned and orchestrated domestic and international travel and lodging arrangements Oversaw accounting, development, and other financial activities Responsible for scheduling meetings, conference calls, events, and collegiate programming Handled office support functions including phones, data entry, and office supply inventory Performed all duties in a professional, courteous, and positive manner

Director of Business — Duties & Responsibilities Recruit and train staff of 30 in hospital policies, procedures, best practices, and corporate branding Design and implement staff development, recognition, and disciplinary policies and procedures Oversee admissions, utilization review, PB X, imaging center, billing, collections, and wound center registrations Set and strictly adhere to departmental budgets and schedules Author and present financial reports concerning revenue, expenses, and outstanding collections Identify performance indicators and benchmarks for integration into reporting systems Conduct surveys regarding patient / staff satisfaction, benchmarks, accreditation, and employee benefits Maintain a 99 % patient satisfaction score through attentive and professional standards of care Negotiate contracts and claims with insurance carriers, Medicare, Medicaid, and other payer sources Increase revenue by 30 % through effective contract renegotiation with suppliers, carriers, and other parties Implement policies, procedures, and equipment to cut hospital costs while enhancing patient care Utilize strong management experience to drive operations in an efficient and professional manner Develop and implement billing controls, cash processing measures, lockboxes, and other financial processes Coordinate and oversee internal and external audits ensuring compliance with industry and legal standards Recruit physicians through successful marketing, networking, and other tactics Implement automated Chargemaster financial application (Craneware) and maintain patient accounts Responsible for HCAHPS and the yearly Quality Assurance Plan Appeal claims when appropriate resulting in $ 400,000 reimbursement from PPO insurance over the last year Build and strengthen professional relationship with community leaders, coworkers, and industry figures Consistently promoted for excellence in financial management, team leadership, and dedication to mission Develop working knowledge of hospital operations from patient admission to senior level strategic planning Represent company with poise, integrity, and positivity

Account Representative — Duties & Responsibilities Experienced manager with a background in purchasing, inventory, customer service, accounting, and sales Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Set and strictly adhere to departmental budgets and timelines 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 Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key clients, partners, and community leaders Oversee $ 8.9 million company inventory, supply, and purchasing operations Achieve fill rate performance of 95.7 % in 2010 Oversee varied material purchasing while constantly analyzing market and pricing trends Review proposals, negotiate prices, select suppliers, and oversee purchasing / delivery logistics Responsible for forecasting, requirements analysis preparation and execution, RFP processes, bid analysis, negotiations, and contract awards in accordance with company guidelines Provide financial oversight of accounts receivable, payable, and general ledger ensuring profitable operations Serve as departmental liaison for corporate Diversity and Inclusion initiative Represent company brand with poise, integrity, and positivity

Professional Duties & Responsibilities Directed all daily operations, customer service, personnel, and finances for varied restaurants Designed and implemented marketing and sales campaigns resulting in increased business Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Recruited, trained, and oversaw assistant managers, hosts, waiters, and kitchen staff Set company budgets, maintained profit / loss statements, and ensured overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiated contracts and agreements with suppliers securing quality products at low prices Ensured compliance with all applicable health and safety regulations Created employee development programs building staff skill sets and value Utilized employee recognition tactics to build morale and company loyalty Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer service and a quality product Ensured staff compliance with corporate food and beverage standards of excellence Built and strengthened relationships with clients, staff, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed

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

Today Promise Place has an office in each of the 4 counties in the judicial circuit and provides services to over 3,000 individuals per year through emergency shelter, a 24 hr emergency hotline, legal advocacy, weekly support groups, relocation assistance, financial assistance, crisis counseling, safety planning, a teen dating violence prevention program in all area high schools, follow up services and community education.

Any home ownership scheme that is facilitated in the IEDS should be underpinned by principles including providing the community and participants with clear and appropriate information, such as economic modelling, reports on the condition of houses, financial planning and legal advice.

From July 2004 to February 2008, Mr. Nolan served as a Principal and Chief Financial Officer of Loreto Bay Company, the developer of the Loreto Bay master planned community in Baja, California.

-- Manufacturer of the Year, Three Plants or More: Clayton Home Building Group, Maryville, TN — Manufacturer of the Year, Two Plants or Less: Adventure Homes LLC, Garrett, IN — National Lender of the Year: 21st Mortgage Corporation, Knoxville, TN — Regional Lender of the Year: Cascade Financial Services, LLC, Gilbert, AZ — Floor Plan Lender of the Year: 21st Mortgage Corporation, Knoxville, TN — Manufactured Home Community Operator of the Year: YES!

«Like - kind exchanges help investors more efficiently allocate capital and resources with less borrowed money into new investments that drive economic activity in communities across the nation,» said NAR President Chris Polychron, executive broker with 1st Choice Realty in Hot Springs, Ark. «Any tax reform plan repealing like - kind exchanges would hurt investors and small businesses, increase financial leverage, weaken growth and the economy, and result in the loss of jobs.»