PPT-Personal Financial Planning in a life-cycle Context

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 productsservices or types of productsservices referred to in this presentation  ReadersAudiences should seek professional advice if they consider necessary. At The End Of Life. Carolyn McClanahan, M.D., CFP. ®. @. CarolynMcC. Overview. Communication. Checklist. Cash Flow. Insurance . Tax Planning. Estate Planning. Resources. Communication. Tell me more. A seminar for business owners. Michael J. Kearns . CLU. . ChFC. Financial Advisor. The Northwestern Mutual Life Insurance Company . · Milwaukee, Wisconsin. 2. Can I retire in 10 years?. Can this business fund my retirement? What if my partner dies? Do I want to do business with his son? Now I’ve personally guaranteed a loan. [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. Elderly Medicine Registrar. & terminally ill cancer patient. Planning for the end of life: . A personal and professional perspective. About Me…. Personal planning. Will . . Funeral . . Memory box for Chris . 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.. Corporate Financial Strategy. 4th edition. Dr Ruth Bender. Financial strategies over the life cycle: contents. Learning objectives. Life cycle model. Shake-out period. Portfolio matrix incorporating product life cycle . 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.. Dave . Ramsey Activity…. Chapter 1 Quiz. Chapter 1 Notes. Get My Goals WS. NEFE 1-7 pages. PF-Chapter 1 Personal Planning. 1. Clay’s Candy Bar Madness. Payday: You did it! You are a Millionaire.. 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/ 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. January, 2020. Prepared by. Ken . Hartviksen. LUFA Pension Committee. Consider …. Before the age of 65 there is a greater probability that a person will experience a . long-term disability . claim…than the probability of death. 1. DRAFT FINAL PRESENTATION. PREPARED FOR NCHRP TRANSPORTATION RESEARCH BOARD OF THE NATIONAL ACADEMIES. WSP USA Inc. September 2022. ACKNOWLEDGEMENT OF SPONSORSHIP. This work was sponsored by the American Association of State Highway and...