Sentences with phrase «topic in financial planning»

With a potential boost to your spendable income by 25 to 50 percent, you may want to at least consider a reverse mortgage as a topic in your financial planning conversation as well.

Each of the 60 + stories illustrates a significant topic in financial planning for individuals and families.

Fiduciary duty is a hot topic in the financial planning and investing world.

Few topics in financial planning generate as much heat as the debate over how much you need to retire well.

Not exact matches

Common business and professional planning topics revolve around sales growth, financial management, marketing approaches and ongoing education but, since connections and relationship building is a common denominator of success in most businesses, you should be just as intentional with your «new relationships plan».

What to include: Business plans vary in length — anywhere from 20 to 50 pages — but typically cover the same topics, such as: Cover Page (essential contact information); Executive Summary (what your business does and what market need it solves); Company Overview (profile of company and successes); Industry Analysis (details about the market); Customer Analysis (who are the customers); Competitive Analysis (identify key competitors); Marketing Plan (your brand and how do you plan on getting it in front of customers); Operations Plan (daily and yearly operational processes for success); Management Team (identify key company personnel); and Financial Plans (revenue projections for three to five yeplans vary in length — anywhere from 20 to 50 pages — but typically cover the same topics, such as: Cover Page (essential contact information); Executive Summary (what your business does and what market need it solves); Company Overview (profile of company and successes); Industry Analysis (details about the market); Customer Analysis (who are the customers); Competitive Analysis (identify key competitors); Marketing Plan (your brand and how do you plan on getting it in front of customers); Operations Plan (daily and yearly operational processes for success); Management Team (identify key company personnel); and Financial Plans (revenue projections for three to five yeaPlan (your brand and how do you plan on getting it in front of customers); Operations Plan (daily and yearly operational processes for success); Management Team (identify key company personnel); and Financial Plans (revenue projections for three to five yeaplan on getting it in front of customers); Operations Plan (daily and yearly operational processes for success); Management Team (identify key company personnel); and Financial Plans (revenue projections for three to five yeaPlan (daily and yearly operational processes for success); Management Team (identify key company personnel); and Financial Plans (revenue projections for three to five yePlans (revenue projections for three to five years).

· Brevity and clarity: The form can be answered in less than an hour, without any high - priced assistance from a company's lawyer or accountant — and without disclosing confidential information on topics such as succession plans, customer history, and financial stability.

Topics like menu planning, financial management, procurement, meal presentation and appeal, and youth engagement tactics were covered in the workshop hosted at the University of Mississippi.

Question topics included financial incentives given by the City to Altronix (which hosted the Mayor for a visit just before the press conference), whether the mayor has concerns about offering such incentives, whether his jobs task force will work with local communities, whether his affordable housing plan conflicts with his plan to enable more manufacturing in the city, what a base livable minimum wage is, whether the mayor is concerned about the possibility that Republicans may control the U.S. Senate next year, whether NY State has done enough to assist NYC in obtaining hazard mitigation money from the federal government, the Mayor's views on items sold at the September 11th Museum gift shop and what the first «tangible» product of the task force will be.

Tim's book offers a practical alternative to avoiding the topic of business plans altogether — a certain route to disaster — or settling for pre-packaged «cookie cutter» plans on the one hand, or paying great amounts of money to have a customized business plan created by a financial professional in your area.

He was also a speaker for two years in New York City to a group of financial advisors and insurance agents on topics such as building an integrated retirement income plan for clients.

But as with other Onion parodies on financial topics — my favorite is «Recession - Plagued Nation Demands New Bubble to Invest In» — there is an underlying lesson: Unless you want to spend your «golden years in relatively stable destitution,» you'd better do some retirement planninIn» — there is an underlying lesson: Unless you want to spend your «golden years in relatively stable destitution,» you'd better do some retirement planninin relatively stable destitution,» you'd better do some retirement planning.

They're well - trained in a broad range of financial topics and scenarios and work with their clients to create financial plans.

Behavior Gap advisor Carl Richards took on the topic too in «The One - Page Financial Plan.»

Popular content, action plans and worksheets covering budgeting, debt, credit cards and other topics to help service members and their families get their financial house in order.

It covers topics such as in - home care, reverse mortgages, financial and estate planning, repairing and upgrading one's home, downsizing one's life and senior communities.

The college's Community Education program offers hundreds of classes three times a year to those interested in learning about music, dance, writing, fitness, cooking, financial planning, languages and a myriad of other topics in a non-competitive, not - for - credit environment.

Workshops in this series focus on business development, financial planning & management, marketing, and legal topics.

In my twenty years of experience as a lawyer who does estate planning as part of his practice and teaches lawyers, financial planners and paralegals about the topic, I find that the increased litigation costs associated with a do it yourself will (on average) is about ten times as large as the savings associated with doing it yourself.

You'll find articles and videos on retirement, annuities, planning for college and a wide range of other financial planning topics in this section.

There is a wide range of topics covered in the infographics department, ranging from financial planning to taxation matters, and everything in between.

Teacher — Duties & Responsibilities Teach financial management classes focused on budgeting, credit, home buying, and foreclosure prevention Instruct leadership development classes utilizing the DISC Personality Profile Assessment Model Administer DISC Assessment Tool, analyze students results, and build student leadership profiles Implement multiple teaching techniques to reach audiences of varying learning styles and abilities Design and implement challenging and captivating curriculum resulting in student engagement Responsible for one on one instruction and lecture - based learning for classes as large as 50 students Experienced in both youth and adult education instruction techniques and subject matter Plan and administer Bible based education and development classes for Abundant Life Church Lead classes in vision, program, mission, and leadership development for church members and leaders Actively serve on multiple nonprofit boards focused on education and community development Lecture on leadership development, financial responsibility, and other topics at community functions

The cutting - edge conference schedule that follows will cover issues led by some of the most experienced mediators in the country: mindfulness practice in family mediation, creative parenting plan topics, pre-marital agreements, in depth financial approaches, dealing with high conflict clients, gender bias, elder mediation and several effective workshops on practice building and business strategies.

Ms. Shemin has been a guest lecturer on mediation, collaborative law, diversity, domestic violence and power imbalance issues in family law cases, post-divorce financial planning, and co-parenting topics for the American Bar Association (ABA), American Psychological Association (APA), MA Continuing Legal Education (MCLE), MA Collaborative Law Council (MCLC) and MA Council on Family Mediation (MCFM).

Dyches has written books and teaches seminars on Financial Freedom, Asset Protection, The Corporate Fortress, The Nevada Corporation, Limited Liability Companies & Partnerships, Real Estate Investment Using Self - Directed IRAs, Advanced Strategies, Business Tax Strategies, Estate Planning with Asset Protection, Guerrilla Bankruptcy Tactics for Creditors, The Mobile Home Money Machine, Deals in Dirt, Discount Notes & Mortgages, Private Money Lending as well as other topics.

I look forward to hopefully learning a thing or two from you in some of those tax & financial planning topics (great keywords to set up using our keyword alert system, BTW).