Sentences with phrase «member financial specialists»

The member financial specialists of Collaborative Divorce Experts offer neutral financial analysis services.

Not exact matches

«From my knowledge, banks don't verify that you spent it on what you say you spent it on,» said Dave Stolz, an accountant and member of the American Institute of CPAs personal financial specialist credential committee.
He is a Certified College Planning Specialist (CCPS), a Registered Financial Consultant (RFC ®) and a charter member of the National College Advocacy Group (NCAG).
They created a «Certified College Planning Specialist (CCPS)» credential for their members who pass a relatively simple test of knowledge of student financial aid.
As an extra boon, members of specialist cashback websites can be paid when they sign up to some financial products.
If you or a family member are struggling with student loans, or have questions about your financial situation, speak with one of our skilled student loan specialists.
Sydney, New South Wales About Blog Ignition Wealth is Australia's leading digital financial advice («robo - advice») specialist, offering digital financial advice solutions and investment options to enable advisers, accountants, super funds and financial enterprises to empower better financial futures for their organisation, clients and members.
Building on the Certified Financial Planner designation, Cynthia obtained her Financial Divorce Specialist designation and is an active member of Collaborative Practice Manitoba and the Academy of Financial Divorce Specialists.
She is a member of Resolution (formerly Solicitors Family Law Association) where she was one of the first accredited specialists in high net worth financial matters and child abductions.
Our members include lawyers, accountants, tax advisers and fiduciaries, some of whom work in association with other specialists: economists, real estate advisers or financial advisers.
Member of Chancery Bar Association, COMBAR, Insolvency Lawyers» Association, Recovery and Insolvency Specialists Association (Cayman), Financial Services Lawyers Association.
Members of Chambers are recognised specialists in all areas of commercial law and handle disputes across the full spectrum of the business and financial world, including banking & finance, civil fraud, corporate / chancery & offshore, insurance & reinsurance, energy, trade, shipping, revenue, and employment.
What professional associations does the collaborative professional belong to (for instance all lawyers must be members of the LSUC to practice law; family coaches and financial specialists must belong to different professional organizations).
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
In Collaborative Law, the parties each have their own attorney and, usually, other team members such as coach / facilitators, financial professionals and, if appropriate, child specialists, to assist them in the negotiations.
Our members include not only attorneys, but mental health professionals, child specialists, divorce coaches, accountants, mortgage bankers, financial planners and other financial professionals.
Typical team members are a parenting specialist, financial specialist and divorce coach.
Led by volunteer attorneys, financial specialists, and mental health professionals who are members of the Collaborative Family Law Group of San Diego, the next «Divorce Options» workshop session takes place on Saturday, November 4, from 10:30 a.m. to 1:30 p.m. at 11622 El Camino Real, Suite 100, San Diego, California, 92130.
We and our members also collaborate with practitioners including family therapists, mental health professionals, financial planners, alternative dispute resolution specialists, attorneys and more.
Gavin DiStasi, CES, CDFA ®, is a Certified Divorce Financial Analyst ® professional, A Certified Estate and Trust Specialist, a member of the Institute for Divorce Financial Analysts, and an associate member of Collaborative Practice East Bay.
In Collaborative, the parties and their attorneys agree that, rather than resorting to court intervention to resolve their disputes, they will work together in a team model with mental health coaches, a child specialist, and a financial neutral, to help serve the needs of all family members.
The Collaborative Divorce Association of the Capital District's members are attorneys, mental health professionals serving as facilitators, divorce coaches, and / or child specialists, and Financial Professionals practitioners familiar with the unique problems facing separating and divorcing couples.
The team members may include a financial advisor, child specialist, coach or mediator.
You and the other members of our Collaborative Divorce team, benefit from my more than 25 years of professional experience as a Certified Public Accountant (CPA), Financial Planner - Personal Financial Specialist (PFS) with the added specialized training as a Certified Divorce Financial Analyst (CDFA) professional.
The members of Collaborative Divorce Experts who take on the role of the Financial Specialist are experienced and professionally certified.
Individual members of the practice groups included Collaborative lawyers, mental health practitioners, financial specialists, and other professionals.
Morgan and Kothakota are both members of the Raleigh organization Separating Together, a group of attorneys, financial specialists, child specialists and co-parenting advisors working together to help couples and their families access the collaborative family law alternative in North Carolina.
Led by volunteer attorneys, financial specialists, and mental health professionals who are members of the Collaborative Family Law Group of San Diego, the next «Divorce Options» workshop session takes place on Saturday, May 6, from 10:30 a.m. to 1:30 p.m. at 11622 El Camino Real, Suite 100, San Diego, California, 92130.
A team of ten members from the Collaborative Family Law Group of San Diego will take a leadership role in the conference, including attorneys, financial specialists, and mental health practitioners.
Led by volunteer attorneys, financial specialists, and mental health professionals who are members of the Collaborative Family Law Group of San Diego, the workshop will cover the full range of choices couples have as they contemplate divorce, focusing on the non-adversarial, out - of - court options.
In addition to being experienced, licensed attorneys, mental health professionals and financial specialists (e.g. CPAs), all Pasadena Collaborative Divorce (PCD) members are trained in Collaborative Divorce and Mediation.
Sydney, New South Wales About Blog Ignition Wealth is Australia's leading digital financial advice («robo - advice») specialist, offering digital financial advice solutions and investment options to enable advisers, accountants, super funds and financial enterprises to empower better financial futures for their organisation, clients and members.
In summary, a prospective Financial Neutral — the title for the financial member of your collaborative divorce team — must first be a financial services professional, then be certified as a divorce financial specialist, then additionally be trained as a collaborative pracFinancial Neutral — the title for the financial member of your collaborative divorce team — must first be a financial services professional, then be certified as a divorce financial specialist, then additionally be trained as a collaborative pracfinancial member of your collaborative divorce team — must first be a financial services professional, then be certified as a divorce financial specialist, then additionally be trained as a collaborative pracfinancial services professional, then be certified as a divorce financial specialist, then additionally be trained as a collaborative pracfinancial specialist, then additionally be trained as a collaborative practitioner.
Members of the aforementioned team include neutral professionals, such as child specialists and financial advisors, who work with spouses and their lawyers to address key issues.
a b c d e f g h i j k l m n o p q r s t u v w x y z