Sentences with phrase «qualified financial planning professionals»

Sydney, Australia About Blog The Financial Planning Association (FPA) is the home of qualified financial planning professionals representing financial planners in Australia.

Not exact matches

A skilled and well - qualified school business management professional on the school leadership team can focus on ensuring the effective use of available financial and human resources, aligned to the school's pedagogical aims and development plan, whilst other members of the team focus on improving teaching and learning.

Be sure to consult a qualified financial professional, a tax advisor, and an estate - planning attorney to make sure that you're prepared for this new — and exciting — stage of your life.

If you inherit a retirement account, it might be smart to see a qualified professional to get guidance — perhaps from an accountant or financial planner who works by the hour (such as the folks at the Garrett Planning Network).

Qualified financial professionals work with people in all stages of retirement planning and can help answer some of your questions.

Once you have a general sense of your needs, you should consider meeting with a qualified insurance professional who can conduct a more thorough analysis and help tailor a plan that meets your specific financial objectives.

If you're looking to make last - minute year - end planning decisions that involve larger assets or investments, or decisions that may lock you into contracts like annuities, definitely get the advice of a qualified financial professional first.

Highly Knowledgeable and Experienced Professionals Our team of qualified professionals will take the time to understand your specific investment goals, attitude towards risk and unique needs in order to develop and maintain a customized fiProfessionals Our team of qualified professionals will take the time to understand your specific investment goals, attitude towards risk and unique needs in order to develop and maintain a customized fiprofessionals will take the time to understand your specific investment goals, attitude towards risk and unique needs in order to develop and maintain a customized financial plan.

As part of a solid financial plan it's always a good idea to talk to a qualified financial advisor or life insurance professional who can help you determine the best life insurance plan to meet your retirement and estate planning needs.

For more detailed information on how these different types of plans work, speak with a qualified financial professional.

Objective: Internal Wholesaler Highly motivated, goal - oriented, and results - driven professional, with profound background in finance, including generating new sales ideas and developing short - and long - term financial planning; equipped with comprehensive background in selling equities, mutual funds, fixed - income products, qualified and non-qualified retirement plans, buy - sell agreements, and insurance products.

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

Lance is also Qualified as a Collaborative Professional, providing Financial Neutral expertise to the Collaborative Associations in Alberta, and he recently became a member of the BDO Business Transition Program, resource team, related to the Succession planning of family businesses.

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Again, solid professional experience in financial planning or accounting provides the foundation and underpinnings of a highly qualified divorce financial professional.