PPT-Personal Financial Planning

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. Thursday 7 March 2013. Welcome. Nick Cann CFP. CM. IFP. . Session one:. The nuts & bolts. VAT & financial services . Richard . Stradling. Baker . Tilly. VAT AND FINANCIAL SERVICES. Richard . 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. 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. A State of the State. Patrick S. Ziegler. University at Albany, State University of New York. Everything Old is New Again…. "If you don't understand the language of money, and you don't have a bank account, then you're just an economic slave." . 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. 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.. 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 . 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. 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. 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. 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/