Sentences with phrase «visit a professional financial»

They can crunch the numbers themselves or visit a professional financial adviser for some guidance.

Not exact matches

For more information and to register, please visit http://bit.ly/VIX-Oct-19 — the event is for financial professionals only.

Most people will visit a financial professional to come up with a plan of how to tackle the issue at hand.

The status quo of complex information, complicated processes, and limited access to professional assistance are nudges in their own right: a confusing financial aid application, an unanticipated application fee, the lack of opportunity to visit a college campus all have the potential to convey the message that «college isn't for you» to a hard - working, talented, but socioeconomically disadvantaged student.

A growing number of finance - industry professionals are taking up the cause, volunteering to visit schools and teach the next generation how to avoid the financial mistakes of their elders.

In order to receive the funding, you will need to have several forms notarized (home visits by a notary are a convenient option) as well as meeting with a financial professional at a title company nearby your home to «close» on the loan.

Before visiting a professional, you should make a list of questions that you may have regarding financial terms and services, as well as list of your own assets.

Visit FIAinsights.org for more information and check with your financial professional to determine if a fixed indexed annuity is right for you.

For a ProFunds mutual fund prospectus, call 888 - PRO-FNDS (individual investors) or 888 - PRO-5717 (financial professionals), or visit www.profunds.com.

In conclusion, the next time you visit with your financial professional, find out if they operate under a fiduciary standard.

Financial professionals interested in learning more should call the Nationwide Funds Group sales desk at 877-877-5083, option 3, or visit the website.

For a ProFunds mutual funds prospectus, call 888 - PRO-FNDS (individual investors) or 888 - PRO-5717 (financial professionals) or visit www.profunds.com.

By also providing financial support, professional development workshops, and visiting curator opportunities, we deeply invest in giving each of our artists the chance to succeed.

To find life insurance or financial products offered through AXA Life Insurance Company or to find a local branch location, you can contact a financial professional at 888 - AXA - INFO (292-4636) or visit the AXA Equitable Life Insurance Company website.

Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services 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 Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services 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 Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services 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 Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation

visit www.purepeacecoaching.com or email [email protected] From my heart to yours, Nicola Divorce, marriage counseling, co-parenting, divorce support, divorce law, marriage coaching, relationship support, single parent, expats, professionals, financial services,

The systems of care in which home visiting programs sit are by their very nature messy and unwieldy; they comprise many types of programs and organizations, typically under - resourced and over-burdened, connected to each other by a multitude of ties — personal, professional, financial and otherwise.

For more information about how CDFA professionals help divorcing couples make better financial decisions, visit http://www.InstituteDFA.com.

Or perhaps you're one of the 1.4 million people who've visited DivorceMagazine.com in the past year, or you've seen one of our monthly e-newsletters; our Divorce Guide, Collaborative Divorce Guide or Mediation Divorce Guide; or a video of me on YouTube or one of our clients» websites; or a website we've built for a family lawyer, mediator, or financial professional.

Illinois Department of Financial and Professional Regulation, Division of Professional Regulation, «Instructions for Making Application Under Provision of Clinical Psychologist Licensing Act,» visited March 27, 2016; https://www.idfpr.com/renewals/apply/forms/psy.pdf

Real Estate Investment Network - Edmonton (REIN) http://www.albertarein.com Contact: Don R. Campbell Telephone: [phone] or [phone] When: One Wednesday each month, 6:30 pm - 9:30 pm Where: Sutton Place Hotel, Edmonton, Alberta Real Estate Investment Network - Calgary (REIN) http://www.albertarein.com Contact: Don R. Campbell Telephone: [phone] When: One Tuesday each month, 6:30 pm - 9:30 pm Where: Coast Plaza Hotel, Calgary, Alberta Real Estate Investment Network - Ontario (REIN) http://www.ontariorein.com Contact: Don R. Campbell Telephone: [phone] When: One Tuesday each month, 7:00 pm - 10:00 pm Where: Renaissance Hotel Pearson Airport, Toronto, Ontario Canadian Real Estate Investment Group (CANREIG) http://www.canreig.com Contact: Dave Ravindra Telephone: [phone] When: 2nd Wednesday of each month, 7:00 pm Where: TBA (see website) Mississauga, ONT (GTA) Canadian Real Estate Investment Group (CANREIG) http://www.canreig.com Contact: Ahmed Ali Telephone: [phone] When: 4th Wednesday of each month, 6:30 pm Where: Southway Inn Hotel, 2431 Bank St., Ottawa, ONT Canadian Real Estate Investment Group (CANREIG) http://www.canreig.com Contact: Ahmed Ali Telephone: [phone] When: 3rd Wednesday of each month, 6:30 pm Where: Ruby Foo's Hotel, 7655 Boulevard Decarie, Montreal, QB Canadian Real Estate Investment Group (CANREIG) http://www.canreig.com Contact: Khom Wong Telephone: [phone] When: 4th Wednesday of each month, 6:30 pm Where: Fantasyland Hotel, Edmonton, AB Toronto Real Estate Investments Network Contact: Everest Emeagwara Telephone: [phone] or [phone] When: 2nd Monday of each month, 7:30 pm - 10:00 pm Where: West End at Swansea Community Centre, Toronto, Ontario Refocus Real Estate Investing - Edmonton Contact: Danny Perreault Telephone: [phone] When: 1st Thursday of each month, 7:00 pm Where: Moose Factory Restaurant, Downstairs south enterance, Edmonton, Alberta Ottawa Real Estate Investors Organization (OREIO) http://www.oreio.org Contact: OREIO President Telephone: [phone] When: 2nd Monday of each month, 6:45 pm Where: See website for current location, Ottawa, Ontario Real Estate Investors League Contact: Frank Nelson or Douglas Grant Telephone: [phone] When: Last Monday of the month, 7:00 pm Where: Call, location alternates between St. Clements and Waterloo, Ontario le Club d'investisseurs immobiliers du Quebec http://www.clubimmobilier.qc.ca Contact: Admin Telephone: [phone] When: 1st Tuesday of each month, 6:45 pm Where: 420 Sherbrooke W., Montreal, Quebec Midland Investment Group Contact: Ralph Kemp Telephone: [phone] When: 1st Tuesday of each month, 7:30 am Where: Unit 85 5263 Elliott Side Road RR # 1, Midland Ontario WIRE «Get Connected» Women Investing in Real Estate Contact: Cindy Girard Telephone: [phone] When: Last Wednesday of each month, 7:30 pm to 9:30 pm Where: Varies, Calgary, Alberta The Real Estate Investment Networking Group http://www.helpingeachother.ca Contact: Joan Hing King Telephone: [phone] When: 2nd Saturday of each month, 1:00 pm to 4:00 pm Where: Monte Carlo Inn, 374 S. Service Rd., Oakville, Ontario Edmonton Revenue Property Investors Association Contact: Les Michaelson Telephone: [phone] When: 2nd Tuesday of each month, 6:30 pm Where: 2nd floor, Rosie's Restaurant, 80 Ave. & 105 St., Edmonton Real Estate Action Group Contact: Holly Zhou Telephone: [phone] When: 1st Monday of each month, 6:30 pm Where: SFU Downtown Campus, Vancouver, BC Professional Real Estate Investment Group (PREIG) http://www.preigcanada.com Contact: Navtaj Chandhoke Telephone: [phone] When: 1st Monday of each month, 7:00 pm Where: Radisson Hotel East, Toronto, ON Private Investment Club (PIC) http://www.PrivateInvestmentClub.ca Contact: Sunil Tulsiani Telephone: [phone] When: Quarterly, 10:30 am to 4:00 pm Where: 1870 Matheson Blvd., Mississauga, ON Private Investment Club - Markham Chapter http://www.privateinvestmentclub.ca Contact: Dima Elsersawi Telephone: (888) 557 - CLUB (2582) ext. 709 When: 1st Sunday of each month, 1:00 pm Where: Holiday Inn, 7095 Woodbine Ave., Markham, ON Real Estate Investment Club of Ontario http://www.reico.ca Contact: Chris Nelson Telephone: [phone] When: see website, 7:00 pm Where: see website, various cities in Ontario Nanaimo Real Estate Investors Club http://www.nanaimorei.com Contact: Dan Morris Telephone: [phone] When: First Tuesday of each month, 7:00 pm Where: Beban Park, Room 8, Nanaimo, BC Canadian Real Estate Investors Group Contact: Tamara Didenko Telephone: [phone] When: Call for meeting dates, 7:00 pm to 10:00 pm Where: Call for location, Toronto, Ontario Canada Real Estate Investors Club http://www.canadareic.com Contact: Jarek Bucholc Telephone: [phone] When: Last Thursday of each month, 7:00 pm Where: Visit www.canadareic.com for location, Calgary, Alberta Okanagan Millionaire Real Estate Investors Club Contact: Roderick O'Keefe Telephone: [phone] When: 2nd Tuesday of each month, 7:00 pm to 8:30 pm Where: 5603 - 27th St., Vernon, British Columbia Moncton REIO http://www.monctonreio.ca Contact: David Barnett Telephone: [phone] When: 3rd Monday of each month, 7:00 pm Where: Sobeys beside the VIA Rail, Moncton, NB Wealth Investment Network - Calgary http://www.wingroup.ca Contact: Scott Weber Telephone: [phone] When: 3rd Wednesday of each month (except July & Aug.), 7:00 pm Where: Email for location, Calgary, Alberta Wealth Investment Network - Edmonton http://www.wingroup.ca Contact: Scott Weber Telephone: [phone] When: 3rd Thursday of each month (except July & Aug.), 7:00 pm Where: Email for location, Edmonton, Alberta Wealth Investment Network - Red Deer http://www.wingroup.ca Contact: Scott Weber Telephone: [phone] When: 3rd Tuesday of each month (except July & Aug.), 7:00 pm Where: Email for location, Red Deer, Alberta Canadian Financial Freedom Contact: Paolo Breda Telephone: [phone] When: 2nd Tuesday of each month, 7:30 pm Where: 4 John St., 2nd Floor, Toronto, ONT (York) Creative Real Estate Investors Group Contact: Jon Murray Telephone: [phone] When: 1st Monday of each month, 7:00 pm to 9:00 pm Where: TBA, email for invitation, Vancouver, British Columbia Canadian Wealth Builders Contact: Gord Lemon Telephone: [phone] When: 2nd Wednesday of each month, 7:00 pm Where: Radisson Hotel East, Toronto, Ontario Thornhill Wealth Forum http://www.thornhillwealthforum.com Contact: Azhar Laher Telephone: [phone] When: Last Saturday of each month, 1:30 pm to 4:00 pm Where: Bayview Golf & Country Club, Thornhill, Ontario Montreal Real Estate Gold Club http://www.realestategoldclub.ca/ Contact: Monica Bialski Telephone: [phone] Ext. 706 When: Sundays, check website: http://www.realestategoldclub.ca/meeting.php Where: Ruby Foo's Hotel, 7655 Decarie Blvd, Montreal, Quebec Halifax Real Estate Investors Club http://www.realestategoldclub.ca/ Contact: Dylan Sagar Telephone: [phone] When: Changes monthly, 7:00 pm Where: Royal LePage Office on Bayers Rd., Halifax, Nova Scotia KREN Contact: Jeff Telephone: [phone] When: Last Thursday of each month, 7:00 pm to 8:30 pm Where: Suite 345, 546 St. Paul St., Kamloops, British Columbia Real Estate Investors Halifax Contact: Richard Killeen - Payne Telephone: [phone] When: Last Wednesday of each month, 1900 - 2100 Where: Atlantic Superstore Community Room, Joseph Howe Dr., Halifax, Nova Scotia BC Real Estate Investment Club Contact: Tamara MacLaren Telephone: [phone] When: 3rd Monday of each month, 7:00 pm Where: 102 - 32544 George Ferguson Way, Abbotsford, BC World Wealth Builders Contact: Navtaj Chandhoke Telephone: [phone] When: Sundays, 2:00 pm to 5:00 pm Where: Yorkland Hotel, Toronto, ON Vancouver Equities & Real Estate Investment Club Contact: Simon Telephone: (604) 111 - 1234 When: Monthly, 6:00 pm Where: Vancouver, BC Kamloops Real Estate Investment Club (K.R.E.I.C.) Contact: Dave Dubeau Telephone: [phone] When: Last Thursday of each month, 7:00 pm to 9:00 pm Where: # 1B, 1445 McGill Rd., Kamloops, BC Durham Real Estate Investors Club http://www.DurhamREI.ca/