PPT-Financial Planning and Analysis

Lunch amp Learn Summer Series June 25 2019 Romi Kaur Assistant Vice Chancellor Maria Tinoco Director Academic Budget amp Policy Viola Kinsman Director Administrative Budget amp Policy. 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.. 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. 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.. 2014 Capacity Building Institute. Required for affiliation with YWCA USA. Local association operates strategically and engages in regular planning. . Local association has a written strategic plan and an annual written operational work plan informed by the strategic plan. . 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.. Management Solution Suite. Value. Maturity. Drive efficiency. Deliver foresight. Steer business performance continuously. FOPM Customer Pain Points and Journey. Cumbersome and inflexible budgeting, planning and forecasting. 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 . 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/ Managing your finances is a necessary aspect of your life that requires mindful planning, diligence, and discipline. A budgeting plan is an effective tool that can help you achieve financial stability and reach your financial goals. Visit: https://progresswealthmanagement.com/ Intel is a globally recognized technology company that specializes in the design and manufacturing of advanced semiconductor chips. One key factor contributing to Intel\'s success is its commitment to providing exceptional employee benefits. Intel created a benefits program that goes far beyond the basics, setting itself apart as an employer of choice. Visit: https://progresswealthmanagement.com/ Agenda. Planning for Your Financial Future. Money Personalities. The Power of Planning. Developing Your Spending Plan. Resources. Money Personalities. Money Personalities . Planning for Your Financial Future. AND MEDIATION. AVOIDING CRITICAL FINANCIAL ERRORS . IN DIVORCE SETTLEMENTS. JANE E. MCAULIFFE, CDFA®, PRESIDENT OF COLLABORATIVE DIVORCE STRATEGIES. ATTORNEY KERRY I. RAFANELLI OF RAFANELLI LAW. Overview & Agenda.