Sentences with phrase «other clients planning»

For example, are the adviser's other clients planning for retirement or are they young families wanting to save for their children's education?

Not exact matches

Tasks include dealing with meeting invitations from others, scheduling appointments with clients and helping to plan events.

«The larger exemption provides a lot of planning opportunities for people who own businesses or other assets that they expect to go up in value,» said Michelle Canerday, head of the private client group in Chicago for law firm Nixon Peabody.

Cayenne Consulting's Hirai says that his clients generally fall into one of two categories: those intimidated by the process and those who could write the plan themselves but would prefer to spend their time on other priorities.

If you're simply planning on taking a project to please a client, but you know that it's going to hurt your output on other assignments, and you know you're going to wake up every morning uneasy until the project has passed, then this is probably a very good time to say no.

Commenting on PwC's tax planning business, a spokesperson said: «We continue to take our responsibility to building to trust in the tax system, and our obligations to clients, governments and other stakeholders, extremely seriously.

Sun Life will also conduct periodic reviews of the growing body of clinical research supporting the use of medical cannabis for other conditions, and update its criteria if necessary, the company said in a document updating their client base of 22,300 plan sponsors.

The first thing to emphasize with clients, said Roger Ma, certified financial planner and founder of financial planning firm lifelaidout, is not only their new home state's income taxes — if there are, indeed, any — but all its other taxes, such as property taxes, sales taxes, inheritance and estate taxes.

The agency can work with WPP clients and other brands and plans to offer services to clients such as positioning and messaging, content projects, video and photography, social - media management, audience development, and insights and analytics.

The carrier this year plans to expand reports to include other metrics that Delta already discloses to clients.

Forward - looking statements may include, among others, statements concerning our projected adjusted income (loss) from operations outlook for 2018, on both a consolidated and segment basis; projected total revenue growth and global medical customer growth, each over year end 2017; projected growth beyond 2018; projected medical care and operating expense ratios and medical cost trends; our projected consolidated adjusted tax rate; future financial or operating performance, including our ability to deliver personalized and innovative solutions for our customers and clients; future growth, business strategy, strategic or operational initiatives; economic, regulatory or competitive environments, particularly with respect to the pace and extent of change in these areas; financing or capital deployment plans and amounts available for future deployment; our prospects for growth in the coming years; the proposed merger (the «Merger») with Express Scripts Holding Company («Express Scripts») and other statements regarding Cigna's future beliefs, expectations, plans, intentions, financial condition or performance.

Seeking detail oriented candidate for position building relationships with clients, executing direct mail programs, assisting with planning seminars, scheduling meetings, processing deposits and transactions, and other duties.

CoinList Capital serves as a non-discretionary Investment Adviser to its registered clients, by selecting and recommending token creators who are planning to offer digital assets or other related securities.

Securities industry regulations require that brokerage firms inform their clients of their plans to address the possibility of a business disruption that potentially results from power outages, natural disasters, or other events.

Family offices can provide all of these solutions and more under one house so that several diverse experts can speak with each other and create a cohesive plan for preserving and / or growing the wealth of the ultra-high net worth client.

Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

Although they may be admitted attorneys, planning directors and other Wealth Planning Center personnel holding legal degrees and acting purely in a non-representative capacity, neither they nor Morgan Stanley Smith Barney LLC provide tax or legal advice to clients or to Morgan planning directors and other Wealth Planning Center personnel holding legal degrees and acting purely in a non-representative capacity, neither they nor Morgan Stanley Smith Barney LLC provide tax or legal advice to clients or to Morgan Planning Center personnel holding legal degrees and acting purely in a non-representative capacity, neither they nor Morgan Stanley Smith Barney LLC provide tax or legal advice to clients or to Morgan Stanley.

But the plan to use Jersey faced a potential snag: In mid-2014, again under pressure from other governments, Irish ministers explored ending a tax shelter known as the «double Irish,» used by scores of companies, including the Appleby clients Allergan and Facebook, as well as Google, LinkedIn and other businesses.

Dave has been a featured speaker at a number of high profile industry events, conferences and symposiums, including the National Restaurant Association Show and BAR Show, the Flavor Experience conference, the Nightclub & Bar and VIBE annual trade show / conference, the International Foodservice Manufacturers Association's (IFMA) Forecast and Outlook and Introduction to Foodservice Fundamentals seminars, the Beer Summit, Foodservice Equipment & Supplies State of the Industry seminar, Technomic's Adult Beverage Insights Group and Foodservice Planning Program client meetings, Chicago Foodservice Marketing Club (CFMC) luncheons, corporate national sales meetings, and other industry client functions.

Essential Functions: • Coordinate details of winery events such as winemaker dinners, private dinners, corporate events, and employee appreciation events • Market and sell winery weddings • Manage correspondence with wedding clients and other event attendees • Calculate budgets and execute other financial documents • Schedule vendors, musicians, caterers and other talent for winery events • Coordinate and monitor event timelines and work orders • Develop marketing plans to maximize exposure for the winery events and weddings • Act as a host to guests arriving to the vineyard directing them to a tasting bar or table • Collect payments and record data pertaining to income and expenses • Work with management in order to handle complaints and dissatisfied customers • Assist office with administrative tasks: phone calls, emails, etc. • Ensure the facility is properly maintained and organize clean - up and repairs • Hire and supervise part time event staff • Act as a concierge for guests, providing recommendations on hotels, restaurants, wineries, breweries, and other activities in the area • Other assignments as nother event attendees • Calculate budgets and execute other financial documents • Schedule vendors, musicians, caterers and other talent for winery events • Coordinate and monitor event timelines and work orders • Develop marketing plans to maximize exposure for the winery events and weddings • Act as a host to guests arriving to the vineyard directing them to a tasting bar or table • Collect payments and record data pertaining to income and expenses • Work with management in order to handle complaints and dissatisfied customers • Assist office with administrative tasks: phone calls, emails, etc. • Ensure the facility is properly maintained and organize clean - up and repairs • Hire and supervise part time event staff • Act as a concierge for guests, providing recommendations on hotels, restaurants, wineries, breweries, and other activities in the area • Other assignments as nother financial documents • Schedule vendors, musicians, caterers and other talent for winery events • Coordinate and monitor event timelines and work orders • Develop marketing plans to maximize exposure for the winery events and weddings • Act as a host to guests arriving to the vineyard directing them to a tasting bar or table • Collect payments and record data pertaining to income and expenses • Work with management in order to handle complaints and dissatisfied customers • Assist office with administrative tasks: phone calls, emails, etc. • Ensure the facility is properly maintained and organize clean - up and repairs • Hire and supervise part time event staff • Act as a concierge for guests, providing recommendations on hotels, restaurants, wineries, breweries, and other activities in the area • Other assignments as nother talent for winery events • Coordinate and monitor event timelines and work orders • Develop marketing plans to maximize exposure for the winery events and weddings • Act as a host to guests arriving to the vineyard directing them to a tasting bar or table • Collect payments and record data pertaining to income and expenses • Work with management in order to handle complaints and dissatisfied customers • Assist office with administrative tasks: phone calls, emails, etc. • Ensure the facility is properly maintained and organize clean - up and repairs • Hire and supervise part time event staff • Act as a concierge for guests, providing recommendations on hotels, restaurants, wineries, breweries, and other activities in the area • Other assignments as nother activities in the area • Other assignments as nOther assignments as needed

While things can change in football, it's difficult to see a player who has grown up supporting Milan and has continuously insisted that wants to stay end up leaving, although agent Mino Raiola could have other plans to get his client the best possible deal.

She also offers Birthing from Within childbirth education classes for clients and other families planning a natural childbirth in or out of the hospital.

If you are a nurse, teacher, lactation consultant, or other medical professional who plans to use these sheets to assist your clients, please purchase tear - off pads from La Leche League International.

Admittedly, as a sleep consultant, I help most of my clients prepare for, implement, and maintain new sleep routines — in other words, I help parents teach their children how to go to sleep and back to sleep using detailed plans that are tailored expressly for the individual children.

I've brought these to friends or doula clients who have just had babies (or friends who are sick) since they can be made whenever needed and can store easily if the person already has other meals planned or delivered.

In this model, the Yoga Therapist works with other medical and healing professionals as a supporting expert offering clients a highly personalized holistic health and lifestyle plan along with stress management tools that suit their individual situation and needs.

Most agencies provide arranged dates for clients while others may provide clients with an initial mixer or an occasion where clients can mingle and get to know each other before they plan more intimate, one - on - one dates.

Aiken is skeptical of his new client, believing, like most others, that she, as the owner of the boardinghouse where Booth and his clan plotted, must have been involved or at least held knowledge of plan and did nothing.

Work on the ground with client leaders and their teams to help them execute their plans and achieve high commitment by affected staff, communities and other stakeholders

Without considering the evidence concerning the process, we can not assess the appropriateness of the plan for future use with this client or others.

Marc's other notable clients where the Cal State Fullerton Foundation, the Cal Poly Pomona Foundation, the Los Angeles County Bar Association and the Orange County Bar Association.From 1998 to 2006, Marc served on the advisory board for Cal State Fullerton's «Certificate in Financial Planning and Management for Nonprofit Organizations» offered through their extended education department.

The Moriah Group support clients with policy research and data analysis, strategic planning, cross-system partnership building, program evaluation and documentation, and other important projects benefitting children and youth.

Planning ahead is the way to secure Melissa as your writer, and she can assist client with child development and literacy projects among dozens of others.

At the Trident Media Group, we perform additional services for our clients such as publishing management, as well as commenting on a book publisher's marketing / publicity plans, or even commenting on cover design, among many other services in going far and above what a literary agency would normally offer a client.

IRA accounts often have additional share classes (N or Z) which are cheaper than A, B, or C. Like most other themes in financial planning, it's extremely difficult to give advice about share classes, compensation methods, etc. because of how different each client's situation is.

It also include retirement planning, asset allocation, investment selection, college planning, lifetime income planning, and other topics depending upon each client's specific situation.

King says at Plancorp, which has $ 4 billion in client assets, part of the financial plan includes «doing work on the front end to figure out the right thing and trying to advise or recommend that at least the spouse with the higher earnings record defers their benefit a little bit longer to maximize survivor benefit for whatever spouse survives the other.»

From tax planning and investment management, to wealth preservation plans, establishment of foundations, and other philanthropic entities, Excel Tax & Wealth Group offers its clients a full range of tax, financial and estate planning services.

Other plans I see creditors offer is to have their client pay a very small monthly payment which is being applied to interest only.

Carl Bang is President, Sun Life Institutional Investments (Canada) Inc., a Sun Life Financial business that offers investment solutions to defined benefits pension plan clients and other institutional investors.

Berton tries to meet with clients at least three times a year — annually for a big review where he discusses long - term goals and two other times to make sure nothing about the plan has changed.

The increased costs are those associated with the loss of money and quality of life that many of our clients experience from trying to tackle an insurmountable debt load with no particular plan — other than to pay - it - off.

Jamie Golombek works closely with advisors and clients from CIBC Private Wealth Management, Wood Gundy, CIBC Imperial Service and other CIBC partners to deliver integrated financial planning and strong advisory solutions.

I never got my CFP / CSC because it's just not worth my time to take the courses and exam for what the designations would bring me; if something like that were to be a mandatory requirement to talk to clients about investing and their financial plans that would keep me and several other part - time educators / planners / coaches / DIY - support people out of business.

Others, however, such as broker / dealers and mutual fund companies, have to be separately licensed by the employee plans division of the IRS and restrict their IRA clients to a limited set of investments.

Otherwise, this firm stands out for offering three notable things — U.S. - dollar registered plans, excellent account performance reporting and a well - stocked toolbox that is set to add «The Community,» an online forum where clients can benchmark their accounts against other investors and share ideas.

Unlike most other financial advisors, the only compensation Commencement Financial Planning LLC receives is what clients pay directly.

tif - Graphic showing financial planning clients the role the financial planner has with other financial advisors

Disclaimer: This financial plan software is designed to allow financial planners, investment managers, other financial services professionals, and investors, to demonstrate and evaluate various financial strategies in order to help achieve their clients», or their own financial goals.

In a secular bear market, however, employing active investment strategies like the ones discussed here, in combination with other financial planning recommendations, may be the only route by which clients can actually succeed.