Sentences with phrase «personal risk management plan»

Not exact matches

«This year's Advanced PFP Conference will cover the impact that changes to tax law are having on retirement planning, investment decisions, insurance / risk management solutions and estate plans,» said Andrea Millar, CPA / PFS, AICPA director of personal financial planning.

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As an alternative solution, Stadion Money Management offers Storyline, an investment feature focused on small plans and amplified personalization — including personal risk profiles, expectations, and goals — that applies collective investment trusts (CITs) and exchange - traded funds (ETFs) to drive prices down.

Maybe you should start treating your personal finances more like a business - have goals, budget, incorporate risk management, and most important have a plan.

Filed Under: Growing Your Wealth, Investing, Market Analysis, Miscellaneous, Opinion, Paying Down Debt, Philosophy, Saving Your Money Tagged With: bonds, credit, credit cards, currency depreciation, debt, economy, education, finance, gold, health, home ownership, housing bubble, index funds, inflation, interest rates, lifestyle, money, money management, mortgages, motivation, mutual funds, personal finance, personal growth, planning, politics, rat race, retirement, riches, Saving, savings, self help, self improvement, sovereign risk, speculative bubble, stock market, stocks, wealth

«Process of Planning and Personal Risk Management.»

He's authored numerous articles and 28 books on cyber extortion, workplace violence, personal privacy, electronic stored information (ESI), privacy risks in multifunctional devices (MFDs), cyber forensics, disaster and incident management planning, ethics and more.

Furthermore, the company's Vice Presidents are Doug Allen (Director of Information Technology), Joel Brown (Director of Personal Insurance), David Dalton (Director of Internal Audit), James Duemey (Investment Officer), Nancy Edwards (Chief Security and Continuity Plan Officer), Clyde Fitch Jr., (Chief Sales Officer), Steven Hazelbaker (Director of Corporate Enterprise Risk Management), Rick L. Holbein (Personal Insurance Underwriting), among others.

Insurance Underwriter — Duties & Responsibilities Experienced manager with expertise in underwriting, sales, marketing, and customer service Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Oversee health insurance underwriting determining client insurability and company risk Discover client needs, tailor insurance packages, and present quotes Utilize industry software to analyze risk, generate quotes, and author reports for senior leadership Build and strengthen professional relationships with internal sales representatives and external brokers Consistently exceed sales goals through networking, in personal sales, cold calling, and other tactics Recognized and promoted for exceptional team management, sales, and customer service 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 Provide exceptional customer service resulting in client satisfaction and repeat business Set and strictly adhere to departmental budgets and timelines Represent company brand with poise, integrity, and positivity Continually participate in ongoing professional development opportunities to enhance skill set

Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant benchmarks

Primary components of psychoeducation include information about: the illness and the role of medication; regulation of biological rhythms (eg, the sleep — wake cycle); identification of illness triggers; personal illness profiles (eg, identification of prodromes); and relapse prevention plans.24 Other elements encompass risk behaviour, including substance misuse, stress management and problem - solving strategies.24, 25 The number of sessions involved in psychoeducation programs varies, from five sessions in the first phase of the Life Goals Program26 to 21 in another group - based psychoeducation program.27