The document lists the various financial services provided by Lenox Personal CFO, including asset management, estate planning, insurance reviews, retirement planning, and education funding assistance. The services aim to help clients establish and achieve financial goals, maintain wealth growth over time, and efficiently distribute assets. Clients gain access to customized financial plans, ongoing guidance, and tools to help monitor their financial situation and stay on track with their long-term strategy.
"The 2nd Pension Plan De-Risking Summit taking place May 20-21, 2010 in New York City, will bring together an exciting range of defined benefit plan sponsors (both on the corporate and public side), asset managers, banks, and pension fund consultants. To discuss the whole continuum of risks that face corporate and public pension plans.
For more information, please visit www.pensionplansummit.com
"
"The 2nd Pension Plan De-Risking Summit taking place May 20-21, 2010 in New York City, will bring together an exciting range of defined benefit plan sponsors (both on the corporate and public side), asset managers, banks, and pension fund consultants. To discuss the whole continuum of risks that face corporate and public pension plans.
For more information, please visit www.pensionplansummit.com
"
Welcome to IFRS Newsletter—a newsletter that offers a summary of certain developments in International Financial Reporting Standards (IFRS) along with insights into topical issues.
If you’re like many Americans, you’ve been setting aside money for your retirement. Now that you’re nearing retirement age, it may soon be time to start drawing money from your qualified retirement plans. When it comes to taking distributions, you face a number of important decisions, including which money to use first.
The challenge is to build a comprehensive social marketing campaign centered around themes like “Green Travelling”, “Green Spaces”, and “Waste Management”, that can influence our society for its betterment. Remember that everything communicates, and that a successful campaign should address the five Ws and H of journalism. Think out of the box and at the same time ensure that your idea is economically viable. You are expected to develop a complete marketing communications strategy (using new media, social media as well as traditional channels of media) and budgeting plans. Support your communications strategy with samples of your ideas.
CN is proud to partner with environmentally
responsible customers who share our commitment
to preserving and protecting the environment.
Thank you to all those who participated!
Welcome to IFRS Newsletter—a newsletter that offers a summary of certain developments in International Financial Reporting Standards (IFRS) along with insights into topical issues.
If you’re like many Americans, you’ve been setting aside money for your retirement. Now that you’re nearing retirement age, it may soon be time to start drawing money from your qualified retirement plans. When it comes to taking distributions, you face a number of important decisions, including which money to use first.
The challenge is to build a comprehensive social marketing campaign centered around themes like “Green Travelling”, “Green Spaces”, and “Waste Management”, that can influence our society for its betterment. Remember that everything communicates, and that a successful campaign should address the five Ws and H of journalism. Think out of the box and at the same time ensure that your idea is economically viable. You are expected to develop a complete marketing communications strategy (using new media, social media as well as traditional channels of media) and budgeting plans. Support your communications strategy with samples of your ideas.
CN is proud to partner with environmentally
responsible customers who share our commitment
to preserving and protecting the environment.
Thank you to all those who participated!
Pinnacle Training Group: SME credit masterclass - Lending & financial analysi...George Staicu
A two days intensive masterclass on
SME lendng and financial analysis presented by George Staicu.
By the end of this course, participants will:
• Understand the nature of financial risk, how and why banks take risk,
how it is measured, and how it is applied to SME borrowers;
• Appreciate how "Tops Down" analysis and detailed financial and credit analysis of the borrower interrelate and impact SME borrowers;
• Know how to read, adjust and understand SME financial statements, and to apply that understanding to the objectives of their credit analysis of a borrower;
• Be able to determine the relationship between credit analysis and the type of facility to be recommended for SME borrowers, and the key issues in determining what documentation and security should support
that facility;
• Know what to do after the transaction has been approved, documented and drawn down.
Managing an advisory firm's compliance program can be costly. Can this expense also be viewed as an investment? Learn how your compliance efforts can help you manage your firm more effectively.
Students usually second guess themselves while opting for a specialization in the PGDM course - there is only one way to do it. Match your career option with your personality. Do what you love doing and it will NEVER seem like work even for a single day. As the introductory session to 2nd year specialization classes this ppt spells out Career Options under Finance.
1. LENOX PERSONAL CFOTM
LENOX PERSONAL CFOTM
LIST OF SERVICES
Achieving financial success does not always simplify life. In fact, affluence generally increases the
complexity of the decision-making process. The greater one’s wealth, the more time and knowledge
must be invested in maintaining its growth, protection and ultimate distribution.
PREPARATION AND IMPLEMENTATION OF YOUR ASSET MANAGEMENT
FINANCIAL PLAN
• Review and recommendations on overall
• Fact Finder session to gather information
asset allocation.
and formulate your Money Constitution—the
• Manager review analyses through third
foundation, values and motivations driving your
parties such as Standard Poor’s and Lipper.
family’s financial personality.
• Specific retirement investment recommendations
• Construction of your Personal Wealth
and an investment review across all taxable vs.
Management web site.
qualified accounts for tax-efficient strategies.
– ccount aggregation which provides automatic
A
• Provide 401(k) strategy and allocation
daily updates on your Financial Plan.
recommendations.
– aulting of all personal documents in a secure
V
but accessible location. INSURANCE
• Customized Financial Plan presented to help
• Life, Disability Income: review existing coverage
establish and reach your financial goals. and analyze need.
• Action Items List created to map out the steps
• “In-Force” analyses every three years on existing
needed to execute the Plan. policies to determine their ongoing performance.
• “Lenox On-Call”—access to our team of CFP®
• Long Term Care Insurance analysis for the client
practitioners supported and/or parents.
by experienced staff throughout the year.
• Auto, Homeowners, Umbrella Liability—review
deductibles, identify gaps.
**
ESTATE PLANNING *
• Due diligence/monitoring of insurance
• Review of Wills, trusts and asset titling to
companies’ financial strength.
ensure these meet your wishes and work
within current law.
RETIREMENT/CASH FLOW MANAGEMENT
• Sophisticated estate planning recommendations
to help minimize your potential estate tax • Goal Modeling – “What if” scenarios,
exposure. e.g., effects of earlier retirement, a major
purchase, etc.
• Real estate and business assets held in LLCs
for liability protection, probate avoidance. • Cash Flow and Budgeting.
• Review your beneficiary designations for your
• Monte Carlo simulation modeling to provide
retirement plans and insurance policies. “best/worst” projections.
• Crummey Notices: preparation, execution,
vaulting for eventual estate tax audit.