Sentences with phrase «planning clients own»

Collaborative attorney provides no court solutions for family law, civil and estate planning clients.

Nearly one - third of the women in America who need publicly funded contraceptive services live in those 332 counties where Planned Parenthood serves all or most of the safety - net family planning clients.

The firm works with couples and families facing divorce in Orange County (#abetterdivorce), and estate planning clients throughout the state of California.

Out of the four million family planning clients whom Title X serves, more than half are women of color: 21 percent of all Title X clients identify as Black or African American, and 30 percent identify as Hispanic or Latino.

Out of the four million family planning clients whom Title X serves, more than half arewomen of color: 21 percent of all Title X clients identify as Black or African American, and 30 percent identify as Hispanic or Latino.

The same publication also charts how the state's addition of thousands more private practices and clinicians — who each serve very limited numbers of family planning clients — has been no match for the gap created by excluding Planned Parenthood health centers, which, on average, serve nearly 3,000 clients annually.

One of the Title X Family Planning Program Priorities is: Emphasizing the importance of discussing a reproductive life plan with all family planning clients, and providing preconception health services as a part of family planning services, as appropriate.

For financial planning clients with less then $ 500,000 in investible assets, David will recommend an appropriate low - cost investment strategy.

Many estate planning clients own small businesses.

Ensure you have some helpful information for estate planning clients on your website.

This speaks to my other posts on this contributing Xpert page as to whether your firm is in the business of doing simple transactions for your estate - planning clients or whether you're entering into ongoing client value - creation relationships.

Our success as a business with our financial planning clients has come from our ability to convey complex solutions to clients in an easily understood format.

These areas of the law require a clear understanding of a client's needs and goals, which is why our estate planning clients work extensively with an experienced attorney.

My estate planning clients range from the very modest to the very wealthy.

I just finished putting together an elaborate travel itinerary to Italy for one of my travel planning clients.

Roger Gibson's Asset Allocation provides step - by - step strategies for implementing asset allocation in a high return / low risk portfolio, educating financial planning clients on the solid logic behind asset allocation, and more.

«Longevity and the changing workplace have put in place a trend towards a more transitional retirement,» says Feigs, who sees the same trends in force with his own financial planning clients.

In fact, Wohlner completely advises his financial planning clients against getting a HELOC to pay for a down payment on a second home.

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

Later, some of my financial planning clients forwarded a recent email newsletter promotional piece from Dan Wiener.

I strongly advocate to my readers and to financial planning clients that they use an investment fund based strategy that is very low cost, fully passive, and globally diversified.

Mr. Barulich's law practice focuses on estate planning clients with high net worth, business owners, and people with significant financial interests in high -...

For financial planning clients, we make a specific plan factoring in your unique circumstances to get you well on your way to financial independence.

Note: Investment management is an available feature for my Financial Life Planning clients.

She organizes her «booking specialists» into teams of three to six who work together on planning client trips.

Simply walking away from small, or micro plan clients in order to avoid that risk once the rule is implemented is not a good option for broker - dealers, added Smith, because the risk of losing the associated high net - worth sponsors as retail clients is too great.

Under the new DOL rule, when a registered investment advisor («RIA») with an existing plan client offers rollover advice to the plan's participants, it would be customary for the RIA to earn a higher rate of compensation from the rollovers.

If a program sponsor or advisor earns any kind of variable compensation from its IRA or plan clients under its managed account program, it would need BIC relief.

At PNC Retirement Solutions, we also engage with financial advisors to help serve their retirement plan clients.

With a customer base of 17,000 across 1000 cities of India and a daily turnover of $ 2500 Crore, Trade Smart Online charges 0.007 % or $ 15 per executed order depending on the kind of plan the client has opted for.

PNC Institutional Advisory Solutions has adopted RiskFirst's PFaroe to help structure better solutions, improve reporting efficiency and deepen engagement with its defined benefit (DB) pension plan clients.

WHILE TALKING RECENTLY to an estate - planning client about investments costs, she showed me a letter from her financial advisor stating that he charges her 1 % of assets a year.

The NextGen College Investing Plan Client Select Series has received a 4.5 out of 5 - Cap Rating.

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.

Fidelity made waves in the investment world when it announced that it would charge new 401 (k) plan clients with $ 20 million or less in assets a 0.05 percent fee on any Vanguard funds the plan holds.

It must be submitted with the appropriate completed NextGen College Investing Plan Client Direct Series Account Application.

Before November, CSIG was offering risk - based models for its defined contribution (DC) plan clients, including plans administered by BPAS and other select recordkeeping firms.

Call us at 1.877.446.2735 or write us at [email protected] to discuss the best way to plan your clients» Belize vacation.

Standing alongside the many global brands also taking part, ILTM Americas is proving to be un-missable for discerning new luxury travel buyers from the Americas to be able to plan their client's itineraries for 2014 and beyond.»

Personal injury clients, for example, are looking for something very different than what might attract a wealthy estate planning client.

If you are planning a client - centered event, consider inviting other professionals or clients with whom connections would be valuable.

When you become a Zaliet Premium Plan client you gain access to a variety of support channels to assist you when needed.

Therefore, to properly assess the financial sustainability of your firm, you must keep record of how your time is allocated as well as what client conversion and the average lifetime value of legal plan clients look like.

After all, if learning how to plan a client's estate warrants spending some of a lawyer's valuable times, then improving that lawyer's mental health and quality of life is certainly worth a moment or two of painless blog reading.

we see them most commonly in busy real estate practices, where rushed lawyers miss deficiencies in a condo status certificate, misread a survey, or don't find out what long - term plans a client may have for a property (so that they can ensure those plans are viable).

«They will change how in the future you will plan client situations,» declares Richard Niedermayer, a Halifax, N.S., estates lawyer with Stewart McKelvy.

Basic # 80 - 100k OTE # 150 + uncapped + equity options Sales Director - I.T. Contract Recruitment Due to achieving their expansion plans my client a niche European Contract Recruitment company based in the City are looking for a high - level Sales Director.

Plans client site inspections, participates in the planning of client events, and serves as liaison between Catering Manager and client

The most common plan our clients use is to pay 50 % of the total service fee (plus any applicable sales tax) at the time of booking and then the balance before the project draft is due.

Developed / Planned client roadmapping strategies to effectively position consulting and post production support services for Workday HR and Financial solutions