Tag: Planning

College for Financial Planning #college #for #financial #planning,financial #planning,retirement #planning,crpc,aams,awma,adpa,apma,crps,cmfc,cfp,cfp #review,finra #series,cfp #exam #prep,cfp

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Exit planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions. This session will provide the background for the wave of small business transfers that are expected to occur as a result of the baby boom generation continuing its

Everyone knows to buy assets low and sell them high, but due to loss aversion this often is not the case. Investors, on average, lose an estimated 30% of their possible returns due to loss aversion and other behavioral biases. Financial planners, without needing a degree in psychology, can

This course satisfies CFP Board’s 2-hour Ethics continuing education requirement. Tuesday May 9, 2017 From 1PM until 3PM (MDT) By Professors Jim Pasztor and David Mannaioni

The Department of Labor’s fiduciary standard became law on April 10, 2016. This webinar will help you gain a better understanding of the requirements of the new DOL fiduciary standard and how it will impact advisers, clients, and the industry as a whole. Detailed discussion will include the latest

Join us for a Live CE Webinar Uses of Home Equity in Retirement Plans March, 14th 2017 at 4:00PM (EST) Presented by Professor Sam Van Why, MA, CLU, ChFC For many Americans who are approaching retirement, or are already in retirement, the equity in their home may well be

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We invite you to talk to one of our enrollment specialists to get started building your financial planning toolkit.

Whether you’re looking to get the CFP ® Certification, add to your Professional Designations, get a FINRA Securities License, keep up with your CE requirements, or join our Masters Program we are here to help you.

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How to sell your business: Planning the exit strategy – Small Business #cool #business

#selling your business

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How to sell your business: Planning the exit strategy

How small and medium businesses can take on flexible working

Some 57 per cent of employees say the availability of flexible working in their workplace is important to them, according to Sage data. This guide to Sage 200 Online shows why more and more businesses are turning to the cloud.

Controlling Cash Flow – Learn to master your money

Find out how five small businesses met the challenges of raising finance, from drawing up a business plan to securing investment. Complete with expert guides and tips to help you through the process.

The Vitesse Network

Further Information

Vitesse Media Plc, 14 Bonhill Street, London EC2A 4BX T. 0207 250 7010

2016 Vitesse Media Plc

2016 Vitesse Media Plc





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Welcome to oXYGen Financial Inc #financial #planning #programs

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Ted Jenkin Co-CEO

” We offer busy families and
business owners the right balance of a
high tech and high touch relationship
in today’s fast paced society.”

  • Kile Lewis co-CEO

    “Part controller, part treasurer, and
    part strategist. The Private CFO® role
    we created is nothing like
    the financial advisor you have today”

  • “I want to educate and empower
    as many people as I can about their
    finances and ultimately help
    change their lives.”

    Vice President, Private CFO®

  • “800 numbers for client service don’t
    save you time. They waste your time.
    We always get a live person
    to handle your client service needs.”

    Director of Client Service & Marketing

  • “We empower you to be the CEO
    of your family finances. Every day
    we are thinking about how to
    help you increase your bottom line”

    Vice President, Private CFO®

  • “I help people nearing or already in
    retirement, plan and manage their
    finances so they can live well have
    peace of mind for their lifetime.”

    Steven B. Goldstein

    Vice President, Private CFO®

  • “I help clients Breathe Easier by
    taking on the heavy lifting of
    searching for unbiased
    financial information”

    Vice President, Private CFO®

  • “I help people nearing or already in
    retirement, plan and manage their
    finances so they can live well have
    peace of mind for their lifetime.”

    Steven B. Goldstein

    Vice President, Private CFO®

  • “I show six figure income young professionals
    how to make the most of their hard
    earned money. $100,000 doesn’t go as far
    as it used to…until you hire a Private CFO”

    Vice President, Private CFO®

  • “oXYGen Financial takes the stress
    out of everyday financial decisions
    and helps our clients Breathe Easier®
    about their financial future.”

    Wealth Plan Design Specialist

  • “In this fast paced technological society,
    it never hurts to have someone
    watch your back”

    Vice President, Private CFO®

  • “I help clients ask the right questions
    that help them understand their
    financial situation and begin
    breathing easier about life!”

    Vice President, Private CFO®

  • “Clients need oXYGen Financial because it is a one-stop-shop for all of their financial needs. You will not get an experience like ours anywhere else!”

    How to get started with oXYGen Financial

    Download Your Free 2017 Financial Checklists

    2017 BUDGET SHEET | 2017 TAX TIPS | 2017 WHERE TO INVEST NOW

    Free E-Books That Will Change Your Financial Life

    Latest Your Smart Money Moves Blog Posts

    oXYGen Financial Breathe Easier® Resources





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  • Criminal Defense Attorney in Pittsburgh, Pennsylvania – James M #lawyer, #attorney, #representation, #legal, #law,

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    Criminal Defense Attorney in Pittsburgh, Pennsylvania

    If you or a loved one are facing investigation, arrest, trial or jail time, in South Western Pennsylvania State or Federal Court, then you need an aggressive Criminal Defense Plan. You need James M. Herb. That includes having a Pennsylvania Criminal Attorney that is experienced and dedicated to seeking justice for people who are charged with a crime.

    Whether you’ve been accused of:

    • Sexual Assault
    • Drug crime (possession, intent to distribute, or intent to manufacture)
    • Any Felony or Misdemeanor

    You need your Criminal Defense Lawyer at your side.

    Why Hire a Criminal Defense Lawyer?

    Is there a warrant out for your arrest? Is it an arrest warrant or a bench warrant? Can you get out of jail on bond? How do you get a bail bond? How much does bond have to be? Do you want a jury Trial? Should you negotiate a plea bargain? What about your past criminal record? What if you were not alone? Does it matter if you are facing criminal charges in a State of Federal Court? How much does a Criminal Defense Lawyer cost? Will you lose your driver’s license (or child or car or gun)? An experienced Criminal Defense Attorney can answer all these questions for you, and help you decide what is best for your case.

    Choosing the Best Criminal Attorney for Your Case

    Anyone facing an allegation that they have violated a criminal law needs a criminal defense attorney they can respect and trust. Money, jail time and even someone’s life may be on the line and a criminal lawyer has to be trusted to fight hard for his client’s best interests.

    James M. Herb has more than 30 years experience in helping people who are facing criminal authorities in arrests, allegations, investigations, trials or appeals.

    Before deciding on a criminal defense lawyer for your case, you should talk with the attorney and get a feel for how you will work together. There is no bond like that between a criminal defense lawyer and his client, and deciding who to hire as your criminal defense attorney may be the most important decision of your life.

    Contact us in Pittsburgh, PA, for more information about our Criminal Law services.





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    Nursing Home Litigation – CANHR #canhr, #ccrc, #long #term #care #advocacy, #lawyer #referral #service,

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    Nursing Home Litigation

    By William F. Taylor, Esq.

    A decade ago few attorneys in California were aware of the magnitude of the resident neglect taking place in nursing homes and other institutional settings. Even fewer were aware of the legal remedies available and the strategic and tactical approaches to take in successfully representing injured nursing home residents and their families. Today, thanks in significant part to the advocacy and educational efforts of CANHR, that has changed for the better.

    Most attorneys engaged in representing consumers are now aware of this field of practice, and may have focused their practices on helping the victims of neglect and abuse to secure compensation. Today, an elder who suffers an avoidable fall, or who develops a serious pressure ulcer, or who is subjected to other forms of abuse and neglect, has a much better chance of being able to locate counsel to provide representation.

    These are all positive developments. Unfortunately, despite the increased attention focused on the problems of nursing home residents, neglect and abuse continue. Here are just three examples noted from a review of recent State investigations (See CANHR Citation Watch Consumer Report contained in the CANHR Advocate, Spring 2006, based upon a review of data from the California Department of Health Services):

    • A resident admitted to a Skilled Nursing Facility (SNF) on 4/4/05 was noted to be at risk of pressure ulcers, yet over the next four months the care plan, which called for a specialty mattress, was ignored, and a heel pressure ulcer developed, and grew worse leading to gangrene and amputation. [Citation 03140702339]
    • On 9/12/05, a resident was transferred by a single staff member without assistance, in violation of a care plan requiring a two person assist using a mechanical lift; the resident fell to the floor, fractured both legs, and died two days later. [Citation 07175202608]
    • On 1/10/05 a resident complained that she had been placed in bed against her will and that a staff member stuffed a sock in her mouth, which caused her mouth to bleed. The episode of abuse was corroborated, yet the facility failed to report the incident to the Department of health Services until one month later. [Citation 01173702174]

    These examples can be multiplied hundreds of times. Many attorneys who have attended CANHR conferences can cite far worse cases.

    In fact, the extent of neglect may be growing worse due to a decline in the regulatory efforts to enforce the nursing home standard of care regulations. In the past several years the efforts of the California Department of Health Services, never very effective in its enforcement efforts, have grown even weaker, with the Department of Health Services failing to investigate complaints of abuse, neglect and patient rights violations within the time frame allowed by law. CANHR has brought suit against the California Department of Health Services because of its failure to comply with the time requirements for investigating complaints about conditions and treatment in nursing homes.

    At the same time, the nursing home industry as it calls itself has embraced a number of practices, including, in some cases, the withholding of patients charts pending internal review. In an effort to avoid liability, nursing home chains have created corporate or limited liability shells for each individual facility. Other facilities have reduced or eliminated insurance coverage. And the industry has, of course, turned to the media and legislature to complain about how unfair it is that they can be sued. Defense attorneys have also become more sophisticated, with a number of firms now specializing in the defense of elder abuse cases.

    In this author s view, the primary underlying problem remains the same. It is the unrestrained drive for profits that often results in nursing home owners and operators ignoring the legally mandated minimums of staffing, service and care. This attitude best accounts for the pervasive patterns of neglect and abuse that have been detected and documented in California s nursing homes over the past three decades.*

    *For example, see California Nursing Homes: Care Problems Persist Despite Federal and State Oversight (July 1998), USGAO Report to the Special Committee on Aging, United State Senate. See also the following reports by the Commission on California State Government Organization and Economy (the Little Hoover Commission): Care Without Dignity (April 1991); The Medical Care of California s Nursing Home Residents: Inadequate Care, Inadequate Oversight (February 1989); New and Continuing Impediments to Improving the Quality of Life and the Quality of Care in California s Nursing Homes (May 1987); The Bureaucracy of Care: Continuing Policy Issues for Nursing Home Services and Regulation (August 12983); Long Term Care: Providing Compassion Without Confusion (December 1979). See also CANHR, Status Report on California s Nursing Home Industry (1997); Citation Report: California s Nursing Homes for 2002 (2001 and 2002).

    For information about CANHR’s Lawyer Referral Service go to:
    CANHR s Lawyer Referral Service

    Certified Community
    Campaign Agency
    for the United Way





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    ERP 101 The ERP Go To Guide #erp #information, #enterprise #resource #planning #software, #hosted

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    ERP 101 | The ERP Go To Guide

    The ERP 101 Go To Guide provides the basis and baseline for Enterprise Resource Planning (ERP) research, reviews and recommendations.

    Table of Contents

    • ERP Defined
    • ERP History
    • ERP Benefits
    • ERP Pitfalls
    • ERP Total Cost of Ownership (TCO)
    • ERP Implementation Approaches
    • Top ERP Implementation Failure Factors
    • The Future of ERP

    ERP Defined

    Enterprise Resource Planning (ERP) software applications act as the central company-wide information system. ERP systems integrate all of an organization’s departments, divisions, lines of business and geographical locations into a single, shared, unified and enterprise-wide information system.

    In order to bind this organizational definition with the plethora of new and expanding commercial ERP software applications, in the early 1990’s some of the more notable analyst firms proposed a more quantifiable software definition that continues to be frequently referenced. This definition advocates that for a business software application to be a true ERP software application, the software must include the five integrated business software suites of:

    • Financial or accounting software | General ledger, Cash Management, Accounts Payable, Account Receivable and Fixed Assets
    • Distribution or supply chain management software | Procurement, sales order, e-commerce, inventory management, product configurator, supply chain planning, supplier management and claims processing.
    • Manufacturing software | Bill of materials, work orders, engineering, capacity planning, capacity scheduling, quality control, requirements planning, manufacturing flow
    • Human resources and payroll software | HR management, payroll, employee self service, time and attendance, commissions calculations, benefits administration
    • Customer relationship management (CRM) software | sales force automation (SFA), marketing, customer support, call center

    To many of the industry pundits, only when a business application includes the above five core suites in an integrated fashion and leveraging a single data repository (relational database) is the true ERP software definition achieved and the best opportunity to realize the benefits of ERP software possible. Continue ERP 101





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    Business Continuity Planning for Hedge Funds and Investment Firms #business #seminars

    #business continuity plan

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    Business Continuity

    Eze Business Continuity Planning

    Hedge funds and private equity firms firms must react swiftly, methodically and successfully when confronted with unexpected business disruptions or else risk significant financial loss. This level of response requires extensive business continuity planning to ensure all aspects of a firm’s business are evaluated and protected.

    Effective Business Continuity Planning (BCP) can help minimize financial loss and the negative effects of disruptions on an investment firm’s strategic plans, market position, operations, and reputation.

    Eze Castle’s Business Continuity Planning Services (Eze BCP) extend beyond technology to focus on critical operations and processes that hedge funds or investment firms must have available if a disaster strikes. Our Eze BCP consultants are certified experts in business continuity planning and possess deep knowledge of the unique operations of financial services firms.

    This combined expertise means a client gains a custom, comprehensive BCP plan developed and managed by professionals that understand the client’s business. And our hedge fund business continuity consultants work with clients to address the full spectrum of BCP.

    Eze BCP Features

    • Delivered by Certified Business Continuity Professionals who work exclusively with hedge fund and private equity firms
    • Industry-specific experience, knowledge and focus make our team pros at identifying a company’s potential exposures — our team knows the risks facing the investment management industry
    • Proven methodology to ensure your firm is prepared for the unexpected
    • Annual review of BCP documentation and updates to account for business changes
    • Employee training sessions and executive roundtables run by an Eze seasoned hedge fund business continuity consultant

    Learn More about BCP

    Learn more about Eze Castle’s business continuity planning service and how our certified BCP experts can prepare your firm for a disaster.

    This guidebook is designed to help hedge fund managers of all sizes develop an understanding of both the BCP and DR planning processes.

    Eze BCP Methodology

    1. Risk Assessment

    Our business continuity consultants will identify and prioritize potential business risks and disruptions based on severity and likelihood of occurrence. Key elements of Eze Castle’s Risk Assessment phase include:

    • Evaluation of the company’s risks and exposures
    • Assessment of the potential impact of various business disruption scenarios
    • Determination of the most likely threat scenarios
    • Assessment of telecommunication recovery options and communication plans
    • Prioritization of findings and development of a roadmap

    2. Business Impact Analysis

    Eze Castle’s hedge fund BCP experts will collect information on a wide range of areas from recovery assumptions and critical business processes to interdependencies and critical staff. Key elements of Eze Castle’s BIA phase include:

    • Determination of the maximum amount of downtime business processes can withstand
    • Development of recovery point objectives and recovery time objectives for critical functions (e.g. applications, systems, etc.)
    • Identification of critical business processes and workflows and the supporting applications
    • Outlining of internal and external dependencies
    • Determination of critical staff members as well as backups with similar skill sets

    3. Strategy and Plan Development

    Our certified business continuity planners will create department, division and site level plans for your business. Key elements of this phase include:

    • Synthesis of Risk Assessment and BIA findings
    • Development of plans for department, division and site level contingencies
    • Review of plans with key stakeholders to obtain executive sign-off on overall plan
    • Creation of offsite, secure web repository where the firm’s BCP plan is stored for easy access from virtually anywhere during an outage or disaster

    4. Plan Testing, Training and Maintenance

    Business continuity plans are living documents and must be updated annually to ensure they account for changes within the firm as well as any changes in risk scenarios. Key elements of this ongoing phase include:

    • Conducting of tabletop and simulation exercises to help ensure employees are effectively trained
    • Development of employee training sessions
    • Review of BCP, business impact analysis and risks annually by an Eze hedge fund business continuity consultant
    • Execution of the annual review process to guarantee new threats and business process changes are accurately represented in the BCP




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    Bankruptcy lawyers in charlotte nc #clawson #and #staubes #practices #in #a #wide #variety #of

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    All of our attorneys at Clawson and Staubes bring talent and experience to the team. We all share a common goal: to provide unsurpassed service to our clients. Our attorneys are experienced in a wide range of practice areas, including litigation, insurance defense, construction, real estate, probate and estate, premises liability, personal injury, product liability, municipal law, workers compensation, commercial law, bankruptcy, corporate law, immigration, family and criminal defense. In each area of practice, we work hard to achieve positive results for our clients.

    Albert A. Lacour, III

    Amy M. Snyder

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    Andy Santaniello

    Austin Hood

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    Bob Clawson

    Bobby D. Sessoms, Jr.

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    Tim Domin

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    Business Continuity Planning (BCP) Definition #home #business #ideas

    #business continuity plan

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    Business Continuity Planning – BCP

    What is the ‘Business Continuity Planning – BCP’

    The business continuity planning (BCP) is the creation of a strategy through the recognition of threats and risks facing a company, with an eye to ensure that personnel and assets are protected and able to function in the event of a disaster. Business continuity planning (BCP) involves defining potential risks, determining how those risks will affect operations, implementing safeguards and procedures designed to mitigate those risks, testing those procedures to ensure that they work, and periodically reviewing the process to make sure that it is up to date.

    BREAKING DOWN ‘Business Continuity Planning – BCP’

    Businesses can face a host of disasters that range from minor to catastrophic. BCP typically will help a company to continue operating in the case of many disasters, such as fires, but may not be as effective if a large portion of the population is affected, such as in the case of a disease outbreak. One example of BCP would be a finance company based in a major city backing up its computer and client files offsite, so that if something would happen to the corporate office, satellite offices would still have access to important information.





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    Business Continuity Planning (BCP) Definition #business #apps

    #business continuity plan

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    Business Continuity Planning – BCP

    What is the ‘Business Continuity Planning – BCP’

    The business continuity planning (BCP) is the creation of a strategy through the recognition of threats and risks facing a company, with an eye to ensure that personnel and assets are protected and able to function in the event of a disaster. Business continuity planning (BCP) involves defining potential risks, determining how those risks will affect operations, implementing safeguards and procedures designed to mitigate those risks, testing those procedures to ensure that they work, and periodically reviewing the process to make sure that it is up to date.

    BREAKING DOWN ‘Business Continuity Planning – BCP’

    Businesses can face a host of disasters that range from minor to catastrophic. BCP typically will help a company to continue operating in the case of many disasters, such as fires, but may not be as effective if a large portion of the population is affected, such as in the case of a disease outbreak. One example of BCP would be a finance company based in a major city backing up its computer and client files offsite, so that if something would happen to the corporate office, satellite offices would still have access to important information.





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