1) The document discusses diversity and inclusion in the financial planning industry. It highlights the importance of succession planning as many advisors will retire in the next 10 years without transition plans in place.
2) The author discusses her experience as a woman of color in the financial planning field and her efforts to promote diversity through mentoring and advocacy.
3) The key is to lean in on behalf of clients and the industry by creating a collaborative approach that values all clients and empowers diverse communities.
Sameer S. Somal is the Chief Financial Officer at Blue Ocean Global Wealth and Blue Ocean Global Technology. He has extensive experience in financial services, having previously worked as a Senior Investment Analyst at The Bank of Nova Scotia and as a Financial Advisor at Morgan Stanley and Merrill Lynch. As CFO, Somal focuses on topics like business succession planning, entrepreneurship, diversity, social security optimization, and financial planning. He is a CFA Charterholder, CFP professional, and Chartered Alternative Investment Analyst. Somal serves on committees with the Financial Planning Association and speaks nationally on industry panels.
This document promotes financial wellness solutions and coaching services provided by Motivate Today. It poses a series of questions about money management, budgeting, debt, savings, investments, and financial goals to assess if clients could benefit from personal financial coaching. Contact information is provided for Nigel Willmot, a certified financial planner who offers one-on-one financial coaching for employees, retirement funds, financial planners, young adults, and teens.
1) Entrepreneurship plays a crucial role in economic development by spurring innovation, job creation, and productivity.
2) Many factors influence national rates of entrepreneurship, including wealth levels, employment opportunities, cultural acceptance, and policy support such as access to financing and regulations.
3) While developed countries have lower rates due to strong job markets and social safety nets, the US is an exception with a supportive culture and policies that foster a high rate of entrepreneurship and small business creation.
This document summarizes the achievements and goals of an organization for the years 2013-2014. It discusses record highs in assets under management, adjusted capital, whole life insurance premium, and life sales growth. It also outlines new programs and solutions to address the savings crisis, including providing free life insurance to parents and education programs to help Americans save and prepare for retirement. The organization aims to replace over 25% of pre-retirement income at retirement age through its retirement planning programs.
Lifetime Capital Group is an independent wealth management firm that helps high-net-worth individuals and families manage their wealth through complex financial times. They provide unbiased guidance to help clients make informed decisions. Their services include identifying clients' goals, developing strategies to achieve goals like preserving wealth for future generations and mitigating estate taxes, and implementing succession plans for investments and real estate. By choosing Lifetime Capital Group as their advisor, clients gain a coordinated team committed to their long-term financial well-being and security.
Financial Forecasting & Planning SummitStas Kolbin
This document provides information about an upcoming Financial Forecasting & Planning Summit on February 23-24, 2012 in San Diego. It summarizes the event agenda, speakers, and past attendees. The summit will focus on strategies for effective financial planning and forecasting. Confirmed speakers include executives from major companies like Discovery Communications, Live Nation, Method, Bank of America, and others. They will discuss topics like linking strategic and operational planning, optimizing the role of financial planning, and budgeting approaches. The goal is for attendees to gain insights on best practices and optimize their financial planning processes.
J.P. Morgan Chase & Co. is an American multinational banking corporation founded in 2000 with $2.2 trillion in assets and 250,000 employees operating in 150 countries. The company aims to strengthen communities through expanding access to capital, leadership, and leveraging resources. Jamie Dimon serves as Chairman and CEO, overseeing diversity recruiting efforts led by Mark Settles. The company hosts "Lunch and Learns" with top executives and has various employee networking groups to attract, retain, and develop a diverse talent pool. J.P. Morgan Chase strives to link management rewards to diversity progress and build a diverse pipeline through universities and industry groups.
Seven Hills Foundation employs over 3,000 staff and serves 27,000 clients across Massachusetts and Rhode Island. It has adopted a sustainable investing strategy to diversify its revenue streams beyond contracts and donations. This includes owning stakes in for-profit companies like Sequest Technologies and Group 7 Design. The goal is for these companies to become profitable and provide dividends to support Seven Hills' work. While investments carry risk, Seven Hills' board believes this is lower risk than starting unknown companies outside their expertise. The strategy has allowed Seven Hills to scale its budget significantly over 12 years.
Sameer S. Somal is the Chief Financial Officer at Blue Ocean Global Wealth and Blue Ocean Global Technology. He has extensive experience in financial services, having previously worked as a Senior Investment Analyst at The Bank of Nova Scotia and as a Financial Advisor at Morgan Stanley and Merrill Lynch. As CFO, Somal focuses on topics like business succession planning, entrepreneurship, diversity, social security optimization, and financial planning. He is a CFA Charterholder, CFP professional, and Chartered Alternative Investment Analyst. Somal serves on committees with the Financial Planning Association and speaks nationally on industry panels.
This document promotes financial wellness solutions and coaching services provided by Motivate Today. It poses a series of questions about money management, budgeting, debt, savings, investments, and financial goals to assess if clients could benefit from personal financial coaching. Contact information is provided for Nigel Willmot, a certified financial planner who offers one-on-one financial coaching for employees, retirement funds, financial planners, young adults, and teens.
1) Entrepreneurship plays a crucial role in economic development by spurring innovation, job creation, and productivity.
2) Many factors influence national rates of entrepreneurship, including wealth levels, employment opportunities, cultural acceptance, and policy support such as access to financing and regulations.
3) While developed countries have lower rates due to strong job markets and social safety nets, the US is an exception with a supportive culture and policies that foster a high rate of entrepreneurship and small business creation.
This document summarizes the achievements and goals of an organization for the years 2013-2014. It discusses record highs in assets under management, adjusted capital, whole life insurance premium, and life sales growth. It also outlines new programs and solutions to address the savings crisis, including providing free life insurance to parents and education programs to help Americans save and prepare for retirement. The organization aims to replace over 25% of pre-retirement income at retirement age through its retirement planning programs.
Lifetime Capital Group is an independent wealth management firm that helps high-net-worth individuals and families manage their wealth through complex financial times. They provide unbiased guidance to help clients make informed decisions. Their services include identifying clients' goals, developing strategies to achieve goals like preserving wealth for future generations and mitigating estate taxes, and implementing succession plans for investments and real estate. By choosing Lifetime Capital Group as their advisor, clients gain a coordinated team committed to their long-term financial well-being and security.
Financial Forecasting & Planning SummitStas Kolbin
This document provides information about an upcoming Financial Forecasting & Planning Summit on February 23-24, 2012 in San Diego. It summarizes the event agenda, speakers, and past attendees. The summit will focus on strategies for effective financial planning and forecasting. Confirmed speakers include executives from major companies like Discovery Communications, Live Nation, Method, Bank of America, and others. They will discuss topics like linking strategic and operational planning, optimizing the role of financial planning, and budgeting approaches. The goal is for attendees to gain insights on best practices and optimize their financial planning processes.
J.P. Morgan Chase & Co. is an American multinational banking corporation founded in 2000 with $2.2 trillion in assets and 250,000 employees operating in 150 countries. The company aims to strengthen communities through expanding access to capital, leadership, and leveraging resources. Jamie Dimon serves as Chairman and CEO, overseeing diversity recruiting efforts led by Mark Settles. The company hosts "Lunch and Learns" with top executives and has various employee networking groups to attract, retain, and develop a diverse talent pool. J.P. Morgan Chase strives to link management rewards to diversity progress and build a diverse pipeline through universities and industry groups.
Seven Hills Foundation employs over 3,000 staff and serves 27,000 clients across Massachusetts and Rhode Island. It has adopted a sustainable investing strategy to diversify its revenue streams beyond contracts and donations. This includes owning stakes in for-profit companies like Sequest Technologies and Group 7 Design. The goal is for these companies to become profitable and provide dividends to support Seven Hills' work. While investments carry risk, Seven Hills' board believes this is lower risk than starting unknown companies outside their expertise. The strategy has allowed Seven Hills to scale its budget significantly over 12 years.
Seven Keys to Unlocking the Door to Your Dreams - Exit Strategies for Busines...CBIZ, Inc.
This ebook sets out a process business owners can follow to develop a clear vision of their business and personal goals and then to establish specific objectives that will ensure the attainment of these goals. It is the author's goal to help the reader understand how they can grow and protect the value of their business, transition that value into personal wealth, and then to grow and protect that wealth for this and future generations.
This document discusses the importance of personal financial planning. It states that financial planning helps people achieve life goals like owning a home, saving for education, or retirement. It allows people to better manage finances and use opportunities effectively. Without financial planning, people face difficulties and hardships. The document outlines benefits like monitoring cash flow, building assets, and providing family security. It also discusses consequences of not planning, like not knowing what happens to money or being unprepared for challenges. Finally, it presents different investment avenues like equity, mutual funds, and bonds that offer varying levels of risk and return.
A financial planning company discusses how their process can help clients meet both short-term needs and long-term goals through comprehensive wealth management and ensuring the client's goals remain central to any recommendations or strategies. They invite contacting them to learn how their planning process achieves lifetime goals for success and financial security.
HSBC held a strategy update meeting to discuss how they are reshaping their business to focus primarily on high-growth emerging markets. They aim to invest primarily in fast-growing emerging markets and focus their developed market business on customers with international connectivity. HSBC also outlined three primary business models that define their "right to win": businesses with international customers where emerging market connectivity is critical, businesses with local customers where efficiency can be achieved through global scale, and products where global scale is critical to effectiveness. Michael Geoghegan then discussed how HSBC is joining up the company for superior performance.
[Salterbaxter Directions] Moving The Goal PostsMSL
Is your business goal-ready to move beyond 2020? Explore a new generation of emerging sustainability goals that are unlocking business returns and driving transformational change.
This document is the 2006 annual report for Genworth Financial, Inc. It summarizes Genworth's performance in 2006, including generating over $1.3 billion in net income and a 15% increase in earnings per share. It discusses Genworth's core values and its strategy to evolve to meet changing consumer needs, such as becoming more consumer-focused, distributor-preferred, and leveraging its leadership in capital markets. The report outlines Genworth's goals to transform how it serves customers and partners to further its mission of helping people achieve their dreams.
This document is Genworth Financial's 2006 Annual Report. It discusses Genworth's four business segments: Protection, Retirement Income and Investments, Mortgage Insurance, and Corporate and Other. For each segment, it provides the net income and net operating income for 2006. The report was submitted to the SEC and includes Genworth's audited financial statements and information on its management, business, properties, legal proceedings, market performance, and financial results.
This document outlines plans for a community investment group called Community Investment Partners Group. The group aims to empower communities by allowing anyone to invest in local ventures and businesses, generating profits that are reinvested in the community. The document lays out initial phases of establishing community partnerships, conducting property surveys, accepting business proposals, and forming investment partnerships. It provides examples of potential reinvestment opportunities like building a subdivision, owning a retail store, and investing in real estate. Finally, it calls for members to join various teams like the research and development team, investment team, and to help create an action plan.
1) AEGON N.V. is an international insurance, pension, and investment group based in The Hague, Netherlands with businesses in over 20 markets globally.
2) AEGON N.V. was ranked one of the world's top companies in 2009 by Forbes for its sales, profits, assets, and market value.
3) World Financial Group provides insurance, investment, and retirement planning products and services from select companies to help people achieve their financial goals.
1) AEGON N.V. is an international insurance, pension, and investment group based in The Hague, Netherlands with businesses in over 20 markets globally.
2) AEGON N.V. was ranked one of the world's top companies in 2009 by Forbes for its sales, profits, assets, and market value.
3) World Financial Group provides insurance, investment, and retirement planning products and services from select companies to help clients achieve their financial goals.
This document outlines a lecture on strategic planning that covers key concepts like mission, vision, values, goals, and the strategist's role. It discusses developing a mission statement, disaggregating it into departmental missions, and setting objectives. Examples are provided from McDonald's, Sainsbury's, and Levi Strauss. The document also covers strategic approaches like prospector, analyzer, defender, and reactor, as well as identifying performance gaps to develop strategies to close them.
SUSTAINABLE INVESTING STRATEGIES: WHY INVESTOR INTEREST CONTINUES - Michael L...IFG Network marcus evans
Michael Lent, VERIS WEALTH PARTNERS - Speaker at the 2013 IFG Wealth Management Forum held in Phoenix, AZ, April 22-23, delivered his presentation entitled SUSTAINABLE INVESTING STRATEGIES: WHY INVESTOR INTEREST CONTINUES
This document provides an overview of McCarthy Global Consulting, a company that offers various business consulting and finance services. It begins with a quote from Theodore Roosevelt about striving for achievement despite failures. It then introduces McCarthy Global Consulting and its founder Samuel McCarthy, stating their mission is to partner with business owners throughout their lifecycle by providing services such as startup advisory, cash flow forecasting, digital strategy, mentoring, software implementation, strategic planning, and finance broking to help clients succeed and reduce risks. The document provides brief descriptions of each service offering.
Suren Reddy has over 25 years of experience in human resources leadership roles. He has held executive positions at Telkom and Standard Bank, where he was responsible for developing and implementing strategies around employee relations, organizational development, and performance management. Currently, he works as an independent consultant, advising various companies on business and human capital strategies.
In this presentation, we will be looking at simple strategies to help you grow and protect your finances as suggested by experts at the upcoming finance conference, the MoRE 2.0 Conference.
Suren Reddy has over 25 years of experience in human resources leadership roles at large corporations like Telkom and Standard Bank. He has a track record of developing strategies to improve performance, contain costs, and generate revenue. Some of his achievements include developing a just-in-time logistics strategy at Telkom that saved money and resources, negotiating agreements with unions to avert strikes, and restructuring businesses with organized labor to improve viability. Currently, he owns and operates his own businesses.
ANDE's 2015 Impact Report provides an overview of the state of the small and growing business sector in emerging markets. It finds that while the sector grew in 2015 with more organizations offering support services, the economic slowdown in emerging markets negatively impacted growth. Specifically, over 415,000 entrepreneurs were supported with $72 million in capacity development services by 42 members, while 32 members invested $330 million in over 1,000 small businesses. However, low growth and recessionary conditions in some countries increased stress on economies. The report also highlights some positive developments, such as increasing efforts to provide women entrepreneurs with capital and support, and to address talent gaps facing small businesses.
If given $1 billion to invest as a policymaker in the MENA region, the author would not put the entire funds into a single corporate entity. Instead, the funds should be used to invest in the region's future by reducing youth unemployment and unleashing potential through entrepreneurship. Specifically, the majority of funds should go towards fostering a startup-friendly ecosystem and investing in innovative business ideas. This is because startups create many jobs, attract top talent, and foster an innovation culture where failure is part of the learning process. While a unicorn startup is enticing, historically the most economic success comes from a large number of entrepreneurial ventures, not just one large investment.
Rivet is a nonprofit that partners with brands, NGOs, and influencers to fund youth-led social change projects. They have raised $1.6 million in seed funding. The organization is hiring a Director of Youth Engagement to design and cultivate a global community of young people, ensure youth voices are represented in decisions, and keep Rivet connected to youth culture trends. The role involves community building, advocacy, and strategy development to make Rivet truly youth-centered. Candidates should be aligned with Rivet's values of equity, trust, and belonging and have a strong connection to youth culture.
The 10 Most Inspiring Women in Finance to Watch in 2024.pdfInsightsSuccess4
Suloshini Krishna Singh—a distinguished financial executive with 19 years of multifaceted industry experience and a proven track record—fits this role perfectly.
Seven Keys to Unlocking the Door to Your Dreams - Exit Strategies for Busines...CBIZ, Inc.
This ebook sets out a process business owners can follow to develop a clear vision of their business and personal goals and then to establish specific objectives that will ensure the attainment of these goals. It is the author's goal to help the reader understand how they can grow and protect the value of their business, transition that value into personal wealth, and then to grow and protect that wealth for this and future generations.
This document discusses the importance of personal financial planning. It states that financial planning helps people achieve life goals like owning a home, saving for education, or retirement. It allows people to better manage finances and use opportunities effectively. Without financial planning, people face difficulties and hardships. The document outlines benefits like monitoring cash flow, building assets, and providing family security. It also discusses consequences of not planning, like not knowing what happens to money or being unprepared for challenges. Finally, it presents different investment avenues like equity, mutual funds, and bonds that offer varying levels of risk and return.
A financial planning company discusses how their process can help clients meet both short-term needs and long-term goals through comprehensive wealth management and ensuring the client's goals remain central to any recommendations or strategies. They invite contacting them to learn how their planning process achieves lifetime goals for success and financial security.
HSBC held a strategy update meeting to discuss how they are reshaping their business to focus primarily on high-growth emerging markets. They aim to invest primarily in fast-growing emerging markets and focus their developed market business on customers with international connectivity. HSBC also outlined three primary business models that define their "right to win": businesses with international customers where emerging market connectivity is critical, businesses with local customers where efficiency can be achieved through global scale, and products where global scale is critical to effectiveness. Michael Geoghegan then discussed how HSBC is joining up the company for superior performance.
[Salterbaxter Directions] Moving The Goal PostsMSL
Is your business goal-ready to move beyond 2020? Explore a new generation of emerging sustainability goals that are unlocking business returns and driving transformational change.
This document is the 2006 annual report for Genworth Financial, Inc. It summarizes Genworth's performance in 2006, including generating over $1.3 billion in net income and a 15% increase in earnings per share. It discusses Genworth's core values and its strategy to evolve to meet changing consumer needs, such as becoming more consumer-focused, distributor-preferred, and leveraging its leadership in capital markets. The report outlines Genworth's goals to transform how it serves customers and partners to further its mission of helping people achieve their dreams.
This document is Genworth Financial's 2006 Annual Report. It discusses Genworth's four business segments: Protection, Retirement Income and Investments, Mortgage Insurance, and Corporate and Other. For each segment, it provides the net income and net operating income for 2006. The report was submitted to the SEC and includes Genworth's audited financial statements and information on its management, business, properties, legal proceedings, market performance, and financial results.
This document outlines plans for a community investment group called Community Investment Partners Group. The group aims to empower communities by allowing anyone to invest in local ventures and businesses, generating profits that are reinvested in the community. The document lays out initial phases of establishing community partnerships, conducting property surveys, accepting business proposals, and forming investment partnerships. It provides examples of potential reinvestment opportunities like building a subdivision, owning a retail store, and investing in real estate. Finally, it calls for members to join various teams like the research and development team, investment team, and to help create an action plan.
1) AEGON N.V. is an international insurance, pension, and investment group based in The Hague, Netherlands with businesses in over 20 markets globally.
2) AEGON N.V. was ranked one of the world's top companies in 2009 by Forbes for its sales, profits, assets, and market value.
3) World Financial Group provides insurance, investment, and retirement planning products and services from select companies to help people achieve their financial goals.
1) AEGON N.V. is an international insurance, pension, and investment group based in The Hague, Netherlands with businesses in over 20 markets globally.
2) AEGON N.V. was ranked one of the world's top companies in 2009 by Forbes for its sales, profits, assets, and market value.
3) World Financial Group provides insurance, investment, and retirement planning products and services from select companies to help clients achieve their financial goals.
This document outlines a lecture on strategic planning that covers key concepts like mission, vision, values, goals, and the strategist's role. It discusses developing a mission statement, disaggregating it into departmental missions, and setting objectives. Examples are provided from McDonald's, Sainsbury's, and Levi Strauss. The document also covers strategic approaches like prospector, analyzer, defender, and reactor, as well as identifying performance gaps to develop strategies to close them.
SUSTAINABLE INVESTING STRATEGIES: WHY INVESTOR INTEREST CONTINUES - Michael L...IFG Network marcus evans
Michael Lent, VERIS WEALTH PARTNERS - Speaker at the 2013 IFG Wealth Management Forum held in Phoenix, AZ, April 22-23, delivered his presentation entitled SUSTAINABLE INVESTING STRATEGIES: WHY INVESTOR INTEREST CONTINUES
This document provides an overview of McCarthy Global Consulting, a company that offers various business consulting and finance services. It begins with a quote from Theodore Roosevelt about striving for achievement despite failures. It then introduces McCarthy Global Consulting and its founder Samuel McCarthy, stating their mission is to partner with business owners throughout their lifecycle by providing services such as startup advisory, cash flow forecasting, digital strategy, mentoring, software implementation, strategic planning, and finance broking to help clients succeed and reduce risks. The document provides brief descriptions of each service offering.
Suren Reddy has over 25 years of experience in human resources leadership roles. He has held executive positions at Telkom and Standard Bank, where he was responsible for developing and implementing strategies around employee relations, organizational development, and performance management. Currently, he works as an independent consultant, advising various companies on business and human capital strategies.
In this presentation, we will be looking at simple strategies to help you grow and protect your finances as suggested by experts at the upcoming finance conference, the MoRE 2.0 Conference.
Suren Reddy has over 25 years of experience in human resources leadership roles at large corporations like Telkom and Standard Bank. He has a track record of developing strategies to improve performance, contain costs, and generate revenue. Some of his achievements include developing a just-in-time logistics strategy at Telkom that saved money and resources, negotiating agreements with unions to avert strikes, and restructuring businesses with organized labor to improve viability. Currently, he owns and operates his own businesses.
ANDE's 2015 Impact Report provides an overview of the state of the small and growing business sector in emerging markets. It finds that while the sector grew in 2015 with more organizations offering support services, the economic slowdown in emerging markets negatively impacted growth. Specifically, over 415,000 entrepreneurs were supported with $72 million in capacity development services by 42 members, while 32 members invested $330 million in over 1,000 small businesses. However, low growth and recessionary conditions in some countries increased stress on economies. The report also highlights some positive developments, such as increasing efforts to provide women entrepreneurs with capital and support, and to address talent gaps facing small businesses.
If given $1 billion to invest as a policymaker in the MENA region, the author would not put the entire funds into a single corporate entity. Instead, the funds should be used to invest in the region's future by reducing youth unemployment and unleashing potential through entrepreneurship. Specifically, the majority of funds should go towards fostering a startup-friendly ecosystem and investing in innovative business ideas. This is because startups create many jobs, attract top talent, and foster an innovation culture where failure is part of the learning process. While a unicorn startup is enticing, historically the most economic success comes from a large number of entrepreneurial ventures, not just one large investment.
Rivet is a nonprofit that partners with brands, NGOs, and influencers to fund youth-led social change projects. They have raised $1.6 million in seed funding. The organization is hiring a Director of Youth Engagement to design and cultivate a global community of young people, ensure youth voices are represented in decisions, and keep Rivet connected to youth culture trends. The role involves community building, advocacy, and strategy development to make Rivet truly youth-centered. Candidates should be aligned with Rivet's values of equity, trust, and belonging and have a strong connection to youth culture.
The 10 Most Inspiring Women in Finance to Watch in 2024.pdfInsightsSuccess4
Suloshini Krishna Singh—a distinguished financial executive with 19 years of multifaceted industry experience and a proven track record—fits this role perfectly.