PPT-Personal Financial Planning

For Physicians Basics to Financial Wellness Michael Weis Chief Financial Officer American College of Physicians 56 of physicians admit to making investment mistakes such as real estate stock investment or . 7. July 2015. 2. Disclaimer. . T. his presentation is intended to provide a general overview for information and educational purposes only and is. . not a comprehensive treatment of the subject matter.  The information is provided generally without considering specific circumstances and should not be regarded as a substitute for professional advice.  The Investor Education Centre (“IEC”) has not advised on, passed on the merit of, endorsed or recommended any of the products/services or types of products/services referred to in this presentation.  Readers/Audiences should seek professional advice if they consider necessary.. [presenter name/business name]. [presentation date]. Introduction. About the PFP Section & PFS Credential. The AICPA PFP Section provides information, resources, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice to individuals and their closely held entities. Presented by:. Lissa. M. Benton. Financial Services Professional. Property & Casualty Broker. Agenda. What is financial planning?. Your professionals. Asset Protection. Strategic Tax Planning. Estate Planning. FAR Meeting. May 23, 2018. Tammy Anthony and Javier Martinez. . Budget and Financial Planning. Salary Encumbrance Project . 1. Budget and Financial Planning. Phase . I: Salary Encumbrances and Reports. Section 1.1: Decisions and Goals in Personal Finance. Making Personal Financial Decisions. Personal financial planning means spending, saving, and investing your money to have a life you want while maintaining financial security.. Justin Byrd and John Hanna. Presentation Topics. Planning and the Strategic Plan. Trend of revenue and profits. Capital investments. Cash flows and financing requirements. Key statistics. Risk Analysis. ACEC of Indiana. Annual Environmental Business & Funding Sources Conference. September 12, 2017. Presentation Outline. Bond market update. Financial planning for capital needs. State-wide rate comparison information. My Bucket List . Have you ever heard of a bucket list?. What would go on yours?? (write on back). Volunteers to share. (Activity: Show Me The Money). Learning objectives. Understand the . importance of setting goals . The NESTA Personal Fitness Trainer Certification is accredited through the National Commission for Certifying Agencies (NCCA), the gold standard. Fitness centers, health clubs and gyms are hiring NESTA personal fitness trainers every day. Get certified now so you can get hired fast. Re /FACTSWHAT DOES BANKDOWITH YOUR PERSONAL INFORMATIONWhyFinancial companies choose how they share your personal information Federal law gives consumers the right to limit some but not all sharing Fe Progress Wealth Management is a financial consultation site that strive to help people with planning out their financial life and reach their financial goals. Visit: https://progresswealthmanagement.com/ The world of Retirement Planning can feel like a giant maze. The professionals at Progress Wealth Management have helped thousands of people better plan for their transition into retirement. Progress Wealth Management is a financial consultation site that strive to help people with planning out their financial life and reach their financial goals. Visit: https://progresswealthmanagement.com/ If you’re an employee at a startup, you may be offered stock options as part of your compensation package. These stock options can be a valuable source of income, but only if you understand how they work and when to exercise them. Visit: https://progresswealthmanagement.com/ And. Budgeting. Chapter 3. Learning Objectives. LO3-1 Recognize relationships among financial documents and money management activities.. LO3-2 Develop a personal balance sheet and cash flow statement..