PPT-www. pas.gov.uk The Direct Financial Implications of Planning

CIL Knowledge Introduction Long term Strategic Planning Carefully calculated needs assessments Business Cases Options appraisal Building political consensus Delivery routes Working with private providers. This type of lending is exempt and is not a regulated consumer credit activity The extent to which a credit union can participate in other regulated consumer credit activities including nonexempt lending is limited But if a credit union does underta 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.. 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.. 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 . This Saturday (tomorrow), the FPA of Mid-Oregon and the City of Eugene host Eugene Financial and also TV - KEZI/ABC. For information, please see below: The Register-Guard - Want financial advice? Ge 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.