Sentences with phrase «structure of financial planning»

I help people define their ideal lives, and then support that with the structure of financial planning.

I help people define their ideal lives, and then support that with the structure of financial planning.

Not exact matches

There are several components of cost: preparing plan documents and government filings; obtaining a valuation; administration; and, in a leveraged ESOP, loan commitment fees, legal fees for the lender's counsel and loan documents, and, possibly, financial consulting for structuring the transaction.

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

According to the U.S. Small Business Administration, the main parts of a business plan include the executive summary, a company description (what makes the company unique), a market analysis (the competition and target demographics), the company's structure, a description of the service or product line, the marketing and sales strategy, financial projections — plus any additional useful information.

Further, we are in the process of implementing an international structure that aligns with our financial and operational objectives as evaluated based on our international markets, expansion plans, and operational needs for headcount and physical infrastructure outside the United States.

Responsible for CWB Financial Group's human capital, this committee ensures the organization's succession plans are adequate, leads compensation review and recommendation processes, and oversees the structure of executive compensation.

Mark's primary areas of expertise include: assisting clients with substantial private businesses manage the growth from a financial and strategic perspective advising high net worth clients on succession and estate planning issues helping clients achieve the optimal value for their business upon disposal on an after tax basis analysis of business performance assisting clients with debt raising issues structuring client's affairs for maximum tax benefits.

These forward - looking statements include, but are not limited to, statements regarding the anticipated timing, structure, benefits and tax treatment of the proposed separation of NHF's multifamily real estate assets and its other investments, and future financing plans, growth prospects and operating and financial performance.

Financial Planning part was also superb covering Systematic & structured way of Balanced investment to meet our future goals with peace of mind.

Given that this measure represents the second «soft» metric to be included in the plan, proponents of hard financial metrics may voice concerns over an increased emphasis on non-financial components; however, others may view this as a company positively tailoring its pay structure to align it with company strategy and meet stakeholder expectations in the banking sector.

The banks use a funky structure of Australian financial planning law to use subsidiary companies with often - unrelated names to run big networks of financial planners.

The letter accepting the presidency's directive to SSNIT to be part of the project was written on August 19, 2016 by Albert W.S. Essamuah, Managing Director of Albert Essamuah Associates Limited, who are the Supervising Consultants of the project; and said they were appointed by the government through the Ministry of Transport under former Minister, Dzifa Attivor and Anator Holding, proponents, to establish the Master Plan Implementation Office which comprises the legal technical and financial structure to organize, follow and monitor the realization of the preliminary and implementation phases of the SEZ project.

One could argue the tonal disconnect between an act of terrorism and comedy, and yet the injection of some quips and the odd running joke about a producer obsessed with balls turns out to be one of the film's greatest weapons, moreso than the overly familiar stench of disdain and dissidence as a poorly planned hostage stunt yields a much more complex discussion about class structure and the corruption of the American financial system.

Compete with that structure planning and control: 1) to determine the level of resources needed to achieve the desired standard of performance of each system in terms of raw materials, supplies, labor, financial resources, etc..

Policies, financial plans, accountability measures and incentive structures support the use of ICT and other digital resources for both learning and district / school operations.

This information may include, among other things, more detailed descriptions of the project, applicant and its organizational structure, the project's readiness to proceed, the project's financial plan (including financial model), revenue feasibility studies, and financial commitments to the project from sources other than TIFIA.

People just want a way to structure those passions in the context of financial and estate planning.»

The Forex market can be an excellent arena for self - improvement and mastery of one's own impulses and mind, or it can be an arena for total financial destruction and loss, which arena you ultimately create depends on whether or not you can master your primitive emotional brain structures with your more advanced logically thinking and planning brain structures.

A lot of financial plans demand that the right kind of capital gains tax efficiency is also built into the structure.

Then, after we gather the details of your personal financial information, we analyze your asset structure, ownership, performance, tax situation and estate plan.

Let me state this plainly at the beginning of my piece, so that you know where I am going: I am asking all of my readers, and all of the financial bloggers that read me (whether here or at Seeking Alpha) to call their Congressmen, and ask them to oppose the Bailout Plan as currently structured.

The 25 % cap on pass - through businesses would greatly benefit RIAs directly, since up to 75 % of them are structured as such entities, Paul Auslander, director of financial planning at ProVise Management Group, tells the publication.

The American Association of Individual Investors - AAII - provides investment education in investing basics, financial planning, and structuring investment portfolios of mutual funds and / or individual stocks.

Financial Planning part was also superb covering Systematic & structured way of Balanced investment to meet our future goals with peace of mind.

We take great pride in helping our clients make their wealth building efforts more efficient through properly structuring the mortgage financing for their real estate investment portfolios (always putting client long - term estate and financial goals at the core of the plan).

Part of the financial plan is the purchase of the structure and each year there is only one person who wants to buy it.

In addition to insisting on a tuition - free education, Students For A Free Cooper Union want the administration to abide by democratic decision - making structures and are calling for the resignation of President Jamshed Bharucha, whose Revenue Task Force has spearheaded Cooper Union's plan for financial «reinvention.»

In order to assess the financial benefits of installing solar, and determine what size solar installation will maximize financial return, it is critical to have a clear understanding of the customer's utility rate structure and whether they are on a tiered rate plan.

A smart freelance financial plan, including a flexible billing structure and concrete income strategies, will keep the freelance attorney ahead of the game.

The first half of the freelance attorney financial plan is billing structure.

Our tax specialists can assist with the full spectrum of your commercial activities, from transaction structuring and due diligence to property taxation, inbound and outbound investment, cross-border leasing, funds management, financial products, corporate restructuring and employee share plans.

«Cantor & Webb has a team which has a vast knowledge of estate planning structures in jurisdictions such as Mexico, Venezuela and the United Kingdom, are invaluable to private clients who seek financial security for their families.

Content is designed for structured settlement planners, tax lawyers, CPA's, trial lawyers as well as injury victims and others looking to use structured settlements as part of a strategic financial or settlement plan.

For over 30 years Wahlstrom & Associates has provided strategic consulting and boutique financial planning advice for trial lawyers in the specialized arena of structured settlements, settlement planning and mass tort litigation.

These are: (1) how lawyers and clients plan and make decisions; (2) how lawyers respond to client demands for changing financial structures and greater transparency in legal costs; (3) how client participation in settlement processes impacts the dynamics of such processes; and (4) the personal or affective [5] dimensions of a new working partnership between lawyer and client.

Ron Scharnberg centers his practice on a wide range of tax matters, with particular emphasis on the federal tax planning and structuring of domestic and international mergers and acquisitions, tax - free reorganizations, spin - offs and divestitures, joint ventures, restructurings, financial instruments and financing transactions.

She advises banks, broker - dealers, and other financial services clients on the fiduciary responsibility provisions of ERISA, including considerations associated with the structuring, developing, and offering of financial products and services to ERISA plans.

The roles responsibilities include (but are not limited to) providing first line support to the practice group, ensuring that the strategy, plans and structures are in place and aligned to the firm's strategic goals; supporting the annual budgeting and forecasting activities within the practice group; providing in - depth analytical support on financial performance at practice group and team level; be the business advisor to the practice group and helping the group effectively manage their financial performance; providing training for groups of partners and lawyers, recommending improvements in efficiencies and practices; working with partners, heads of department and others to encourage best practice in relation to accounting and profitability, pricing and matter management; being the finance representative, working closely and collaboratively with business services teams; and developing a best practice approach within the practice and improving the efficiency of processes.

This financial vehicle can be structured in numerous ways, and it can literally be customized to fit with your specific planning needs and goals — regardless of your age or your stage in life.

The structure of this plan includes investment strategies such as systematic Money Plan, Systematic Transfer and Systematic Withdrawals, which are ideal for customers who are confident enough to invest on their own without the help of a financial adviplan includes investment strategies such as systematic Money Plan, Systematic Transfer and Systematic Withdrawals, which are ideal for customers who are confident enough to invest on their own without the help of a financial adviPlan, Systematic Transfer and Systematic Withdrawals, which are ideal for customers who are confident enough to invest on their own without the help of a financial advisor.

In pursuance of the same, Exide Life shall be entitled to prepare from such information such documentation, graphs or figures that it may think necessary for its purposes which may include, among others, preparation of feasibility studies, marketing or distribution methods and processes, customer lists, current and anticipated privacy requirements, commission structure, market studies, business plans, financial projections and budgets, projected profits, names and backgrounds of personnel and personnel training techniques and materials

The benefits promised the low premiums and also the payouts structure have made term plans the part and parcel of everyone's financial portfolio.

* All aspects of business planning for emerging business areas including market and risk analysis, development of marketing strategy, business structure and organizational planning, financial modeling, what - if analysis, creation of formal busi...

Administrative Technician III for Texas Department of Transportation: - Implement improved and time saving procedures; consistently reduce overhead costs, improve workflow and increase office efficiency - Create and maintain a database of public assistance complaints; assign an internal investigator to each case and follow - up once closed - Developed and monitor a calendar system using PowerPoint where accurate records of vacation / sick leave / comp time used and accrued are tracked month - to - month for comparison with monthly time sheets - Answer inquiries from the general public, vehicle storage facility operators, motor carriers, the trucking industry and other state / federal agencies regarding rules, laws and regulations governing the issuance of motor carrier credentials - Prepare correspondence (email and written) and review for completeness and correctness - Field calls and manage administration, resolve a wide - range of staff dilemmas and challenging situations on a daily basisPrincipal Administrative Assistant for Solar Turbines, Inc.: - Provided support to Directors, Department Managers, Project Managers and Project Engineers as well as international personnel - Maintained detailed calendars of appointment schedules for business meetings, conferences, domestic / international travel arrangements and special events - Expertly ran this fast - paced, large office encompassing office and structure maintenance, scheduling of machine / equipment service and repairs, and ordering and stocking office supplies; updated and maintained department web pages - Compiled, created and distributed financial reports and PowerPoint presentations - Edited and formatted technical documentation and maintained filing systems - Coordinated extensive domestic and international travel arrangements, including air, hotel, car and meeting locations - Planned departmental meetings, special events and office movesSenior Administrative Assistant for Solar Turbines, Inc.: - Supported Department Manager and Supervisors, Manufacturing Engineers and shop personnel - Tracked and monitored pending and confidential correspondence and financial information - Prepared apprenticeship packets for distribution; received applications, recorded data, and set - up and coordinated Differential Aptitude Tests; notified applicants of test results and set - up initial interviews - Coordinated special events; managed information systems and maintained web pages; oversee special projects - Resolved office obstacles, communication barriers and complicationsSenior Program Assistant for Solar Turbines, Inc.: - Photographed, downloaded and printed digital pictures of parts, processes and people involved in Rotor CAM area - Created and produced departmental newsletter; initiated Receiving Inspection Records Retention process (scanned records onto CD for easy and accessible retrieval and storage)- Set - up and coordinated meetings and special events; created slide show presentations and maintained web pagesPage 2

• In depth knowledge of verifying billing accounts and verifying and correcting discrepancies • Strong background in facilitating prompt payments of invoices • Hands on experience in generating financial statements and reports in order to detail the status of accounts receivables • Proficient in soliciting payments from delinquent accounts by employing workable follow - up procedures • Considerable knowledge of evaluating patients» financial statuses and designing appropriate budget plans • Functional knowhow of reconciliation of clients» accounts on a periodic basis • Well versed in handling complex billing structures • Proven ability to interpret billing data and use it to make cost effective decisions • Familiar with popular accounting software such as Deltek • Working knowledge of ICD - 9, CPT and HCPCS • Sound knowledge base of medical terminology and its usage in billing terms • Demonstrated ability to work in a dynamic billing environment prone to detail orientation • Capability of handling billing discrepancies in accordance to the rules and regulations of the organization • Comprehensive understanding of the protocols governing medical billing procedures • Able to build and maintain rapport with patients and insurance company personnel • Substantial knowledge of Medicare and Medicaid policies • Keen knowhow of medical billing and collection practices • Particularly effective in third party operating systems and basic medical coding procedures

Tags for this Online Resume: Budget planning and variance analysis, Financial analysis, Forecasting of pro-forma financials, Capital structure and cost of capital evaluations, FX and interest rate risk management through derivative instruments, Derivative valuations

A senior and strategic leadership role where versatile leadership, in depth knowledge of strategic planning, corporate and structured finance, domestic and global, strategic alliances / JVs / M & As and divestitures and proven capabilities will continue to result in exceeding company operating and financial goals.

Summary Of Qualifications * Delivered leadership, creative vision, strategy, and structure for the organization developed, directed and maintained financial business plans, revenue and overhead projections.

Core Competencies Controller • Small Market Business • Accounting Policies & Procedures • Profitability • Budgeting • Financial Reporting • ERP Accounting Packages • Chart of Accounts • Cash Management • International Financial Operations Management • Financial Audit Management • Financial Accounting • Forecasting • Accounting Structure & Systems • Financial & Non-Financial Reporting • Compliance • Business Development Strategic Planning • Team Leadership / Motivation • Client Services • Business Intelligence (BI) • Employee Training / Development Operations Improvement • Profit & Volume Growth • Project Management • Reporting