Phil Scott is a director and wealth management advisor at Merrill Lynch with over 30 years of experience in the financial industry. He leads one of Merrill Lynch's top-performing teams, composed of experienced professionals who have worked together for over a decade. The Phil Scott Group is known as one of Merrill Lynch's top teams and specializes in working with high-net-worth individuals and families to explore financial priorities like healthcare, homes, wealth transfers, retirement, and philanthropy.
Personal Finance Education as a Workplace BenefitJason Clause
In this episode of the Jason Clause Show, My guest, Michelle Boss, a personal finance coach and a certified financial educational instructor shares a little bit about how to create a personal finance program for your team as an employee benefit.
Ownership Transfers of Closely Held BusinessesExpert Webcast
Right time to sell and why
Planning for the exit – personal and corporate
Tax ramifications
Types of ownership transfers
Assembling the deal team early
Sale process overview
Types of buyers
Maximizing incentives
Making sure no hidden assets are overlooked
Common mistakes
10.20.2016 Maximizing Value for Distressed Venture CompaniesExpert Webcast
MAJOR TOPICS:
•Financial v. operational distress
•Turnaround options
•Restructuring v. sale
•Treatment of intellectual property
•Valuation issues
•Capital availability and financing alternatives
•Accounting considerations
Personal Finance Education as a Workplace BenefitJason Clause
In this episode of the Jason Clause Show, My guest, Michelle Boss, a personal finance coach and a certified financial educational instructor shares a little bit about how to create a personal finance program for your team as an employee benefit.
Ownership Transfers of Closely Held BusinessesExpert Webcast
Right time to sell and why
Planning for the exit – personal and corporate
Tax ramifications
Types of ownership transfers
Assembling the deal team early
Sale process overview
Types of buyers
Maximizing incentives
Making sure no hidden assets are overlooked
Common mistakes
10.20.2016 Maximizing Value for Distressed Venture CompaniesExpert Webcast
MAJOR TOPICS:
•Financial v. operational distress
•Turnaround options
•Restructuring v. sale
•Treatment of intellectual property
•Valuation issues
•Capital availability and financing alternatives
•Accounting considerations
WHAT BUSINESS OWNERS NEED TO KNOW ABOUT SUCCESSFULLY TRANSITIONING THEIR COMPANYExpert Webcast
Business readiness and shareholder personal planning
Corporate legal planning
Tax and estate planning
Wealth management considerations
Potential buyers and transaction structures
Preparing for due diligence – self-diligence, quality of earnings, other
Post-transactions planning
Issues to anticipate
Help For Children Appoints Two New Members to Global Board of DirectorsMitch Ackles
Help For Children is pleased to announce the appointment of two new members to its Global Board of Directors. Joining the Board are Jennifer Collins and Mark Salameh, effective June 22, 2016.
Dale worked as an analyst for Central Insurance Underwriters in 1986 and in 1993 he worked for Metropolitan where he prepared and sold strategies to assist high net worth clients in protecting their assets.
Resume by larry larsen corporate affairs financial communications corporate c...Larry Larsen
I am a senior communications executive. I love what I do, having had the great fortune to counsel directly more than 150 CEOs, CFOs and CCOs during my career. I desire an employer that values diversity in all forms, prioritizes its employees above all else, and has a pragmatic vision for its future.
5.25.2017 Getting Your Company Ready for SaleExpert Webcast
Moderator: Alexander B. Kasdan, Senior Managing Director, DelMorgan & Co.
Panel:
• C. Craig Lilly, Partner, Baker & McKenzie LLP
• Thomas N. Mahoney, CFA, CAIA, Private Wealth Advisor, Senior Portfolio Manager, UBS Private Wealth Management
• Greg Reber, Founder and CEO, AsTech Consulting
• Michael L. Evans, Northern California Managing Director, Newport Board Group LLC
MAJOR TOPICS:
• Corporate law imperatives
• Identifying high-risk areas pre-sale
• Avoiding contingent considerations post-sale
• Understanding seller motives and goals
• “Institutionalizing” the business
• Assembling the deal team
• Valuation Issues
• Sale process overview
• Potential transaction structures
• Understanding and managing cyber and technology risks
• Due diligence
• Wealth and estate planning for selling shareholders
WHAT BUSINESS OWNERS NEED TO KNOW ABOUT SUCCESSFULLY TRANSITIONING THEIR COMPANYExpert Webcast
Business readiness and shareholder personal planning
Corporate legal planning
Tax and estate planning
Wealth management considerations
Potential buyers and transaction structures
Preparing for due diligence – self-diligence, quality of earnings, other
Post-transactions planning
Issues to anticipate
Help For Children Appoints Two New Members to Global Board of DirectorsMitch Ackles
Help For Children is pleased to announce the appointment of two new members to its Global Board of Directors. Joining the Board are Jennifer Collins and Mark Salameh, effective June 22, 2016.
Dale worked as an analyst for Central Insurance Underwriters in 1986 and in 1993 he worked for Metropolitan where he prepared and sold strategies to assist high net worth clients in protecting their assets.
Resume by larry larsen corporate affairs financial communications corporate c...Larry Larsen
I am a senior communications executive. I love what I do, having had the great fortune to counsel directly more than 150 CEOs, CFOs and CCOs during my career. I desire an employer that values diversity in all forms, prioritizes its employees above all else, and has a pragmatic vision for its future.
5.25.2017 Getting Your Company Ready for SaleExpert Webcast
Moderator: Alexander B. Kasdan, Senior Managing Director, DelMorgan & Co.
Panel:
• C. Craig Lilly, Partner, Baker & McKenzie LLP
• Thomas N. Mahoney, CFA, CAIA, Private Wealth Advisor, Senior Portfolio Manager, UBS Private Wealth Management
• Greg Reber, Founder and CEO, AsTech Consulting
• Michael L. Evans, Northern California Managing Director, Newport Board Group LLC
MAJOR TOPICS:
• Corporate law imperatives
• Identifying high-risk areas pre-sale
• Avoiding contingent considerations post-sale
• Understanding seller motives and goals
• “Institutionalizing” the business
• Assembling the deal team
• Valuation Issues
• Sale process overview
• Potential transaction structures
• Understanding and managing cyber and technology risks
• Due diligence
• Wealth and estate planning for selling shareholders
Patrick Dwyer resides in Miami, Florida where he proudly founded the Dwyer Family Foundation. Formerly with Merrill Lynch, Patrick has a long, successful career as a wealth advisor for high-net-worth clients. He currently works for Boston Private, and he gives his time to a number of charitable organizations including Telluride Science Research Center and Key Biscayne Community Foundation. He received his MBA at the University of Miami.
What is your personal brand? Whether you realise it or not the messages that you communicate every day form part of your personal brand. This cannot be taken for granted, since in today’s environment, your skill at crafting a brand that exudes excellence and competence will determine whether you are positioned for career advancement and growth. Do not miss your opportunity to participate in the 1-day workshop "Creating a Powerful Personal Brand" taking place on July 9th 2015 and featuring Ms. Libby Gill, Executive Coach, Consultant & Author. For cost and to register, please call 645-6700 ext 157 or email: openenrolment@lokjackgsb.edu.tt
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Patrick Dwyer is the founder of the Dwyer Family Foundation. He is currently the Head of Strategic Business Development for Boston Private and was formerly with Merrill Lynch where he spent 26 years building the fourth-largest private wealth team and managing $3.8 billion in assets.
F. H. Cann & Associates (FHC) services many Higher Ed clients such as American Student Assistance and numerous colleges and universities. FHC also maintains a subcontract with Delta Management Services on the Department of Education PCA Contract
Biography and career about Charles Kenahan.pdfCharles Kenahan
Charles Kenahan, a distinguished wealth management expert from Rhode Island, brings over three decades of experience to his field, specializing in strategic asset allocation, risk assessment, and holistic portfolio management. His illustrious career was notably marked by his role as Managing Director at Morgan Stanley in Boston from June 1994 to December 2007. During this time, he adeptly managed the financial portfolios of high-net-worth individuals and major corporations, earning the title of Top Corporate Services Adviser for the Americas twice and leading a prominent Wealth Management Team.
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Achieve your dream wedding day look with renowned North Indian bridal makeup artist, Pallavi Kadale. With years of experience, her expert techniques and skills will leave you looking flawless and radiant. Book today for your perfect bridal makeover.
Upvc Bathroom Doors Price and Designs In Keralabpshafeeque
UPVC Bathroom Doors Price in Kerala
When renovating or designing a bathroom, the choice of doors plays a pivotal role in ensuring both functionality and aesthetics. In Kerala, UPVC (Unplasticized Polyvinyl Chloride) bathroom doors have gained popularity for their durability, water resistance, and modern designs. This article delves into the pricing of UPVC bathroom doors in Kerala and why they are a preferred choice for homeowners.
#### Benefits of UPVC Bathroom Doors
UPVC bathroom doors offer several advantages, making them an ideal choice for the humid climate of Kerala:
1. **Water Resistance**: Unlike wooden doors, UPVC doors do not swell or warp when exposed to moisture, making them perfect for bathrooms.
2. **Durability**: These doors are resistant to termites and corrosion, ensuring a long lifespan.
3. **Low Maintenance**: UPVC doors require minimal upkeep, saving homeowners time and effort.
4. **Energy Efficiency**: They provide good insulation, helping maintain a comfortable bathroom temperature and reducing energy costs.
5. **Aesthetic Variety**: Available in various colors and designs, UPVC doors can complement any bathroom decor, from modern to traditional.
#### Price Range of UPVC Bathroom Doors in Kerala
The cost of UPVC bathroom doors in Kerala varies depending on factors such as size, design, and additional features. Here's a general overview of the price range:
- **Basic Models**: Simple UPVC bathroom doors start from ₹2,500 to ₹5,000. These doors are functional and offer essential benefits like water resistance and durability.
- **Mid-Range Models**: For more intricate designs or additional features such as frosted glass panels or metallic handles, prices range between ₹5,000 and ₹10,000.
- **Premium Models**: High-end UPVC bathroom doors, which may include custom designs, advanced locking systems, and superior finishes, can cost anywhere from ₹10,000 to ₹20,000 or more.
#### Conclusion
UPVC bathroom doors are an excellent investment for homes in Kerala, offering a blend of practicality and style. With a wide range of prices and designs available, homeowners can easily find a UPVC door that fits their budget and enhances their bathroom’s aesthetic appeal. When choosing a UPVC bathroom door, consider the specific needs of your space and the long-term benefits these doors provide. Investing in a quality UPVC bathroom door ensures a durable, low-maintenance, and stylish addition to your home.
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2. Phil Scott is a director and wealth management
advisor at Merrill Lynch with more than three
decades of experience in the financial industry. He
has received numerous national awards for his
professional excellence, and currently leads one of
the firm’s top-performing teams. In his career, he
uses the leadership skills he gained from his time at
the U.S. Naval Academy. He is passionate about his
field, and his team is composed of professionals
with similar levels of experience, many of which
have been working together for more than a
decade.
3. The Phil Scott Group is known as one of Merrill Lynch’s
top-performing teams. They specialize in working with
high-net-worth individuals and families The team
begins the client relationship with an in-depth
conversation to explore financial priorities including
managing healthcare expenses, purchasing or upsizing
a home, transferring wealth to the next generation,
leisure and personal pursuits, philanthropy, retirement
and business.