Pragmatic Financial Strategies, Inc. is a full service financial planning and tax preparation firm located in Atlanta, Georgia that offers a wide range of services including insurance and risk management, investment counseling, estate planning, asset accumulation, retirement planning, and tax planning and forecasting to help clients reach their financial goals through a pragmatic approach. The firm is managed by professionals with strong ties to Atlanta and certifications in financial planning, tax preparation, and counseling.
Is your pension using a liability driven investment strategy or are you playing the ‘high return’ game without knowing how to meet your current and future liabilities? Pension consultant John Cierzniak and analyst Julian Gibson will present an overview of how LDI works and provide plan sponsors and fiduciary committee members with a guide to implementing an LDI strategy.
IRS Regulation 408(b) is expected to take affect in early 2012. Retirement educator Eric Roberts will present the 10 questions you should be asking your defined contribution plan vendor that will help you understand the actual fees and costs associated with your current benefit. Knowing what to ask is half the battle. All attendees of the program will receive Nyhart’s 408(b)2 Guide that includes a checklist of fees to look for and disclosure statements you should be get from your vendor to affirm the actual costs of your plan in preparation of the new regulations taking effect.
Is your pension using a liability driven investment strategy or are you playing the ‘high return’ game without knowing how to meet your current and future liabilities? Pension consultant John Cierzniak and analyst Julian Gibson will present an overview of how LDI works and provide plan sponsors and fiduciary committee members with a guide to implementing an LDI strategy.
IRS Regulation 408(b) is expected to take affect in early 2012. Retirement educator Eric Roberts will present the 10 questions you should be asking your defined contribution plan vendor that will help you understand the actual fees and costs associated with your current benefit. Knowing what to ask is half the battle. All attendees of the program will receive Nyhart’s 408(b)2 Guide that includes a checklist of fees to look for and disclosure statements you should be get from your vendor to affirm the actual costs of your plan in preparation of the new regulations taking effect.
Get to know what I do (Group Benefits/Group Investments)Kevin Green
I have uploaded this presentation to give business owners a better understanding of how we work with them on group benefits and group investments. It explains our added-value approach - implementing the plan plus working with employees on their personal financial planning needs. Enjoy!
Innovation Women Speak! Not Just Another Personal Finance LessonInnovation Women
This interactive, action-driven session will teach you how to think of money as a tool (not just a goal!), how to get your financial life in order, and how to create a full financial wellness plan that you can actually follow. Your financial “Wealth Alpha™” is not about money alone: it’s about how you use your assets, relationships, unique knowledge, and other resources to accomplish your goals. Whether you’re just starting your financial journey or an experienced pro looking to hit refresh, we’ll make sure that this is not just another personal finance session.
You’ll learn:
· Who you still need to add to your Financial Wellness team
· One way to apply a unique resource to have your goals in the next 30 days.
· How to improve one bad money habit you have - in the next 30 days.
Personal Loan is an unsecured credit provided by financial institutions based on criteria like employment history, repayment capacity, income level, profession and credit history. Personal Loan, which is also known as a consumer loan is a multi-purpose loan, which you can use to meet any of your immediate needs.
Here is the PowerPoint for WEB NY's presentation on the DOL's fiduciary proposal. Speaker: George Sepakos of Groom Law Group, Chartered, September 17, 2015
Montello Real Estate Opportunity Fund Summary InfoMontello
The Montello Real Estate Opportunity Fund is advised by Montello Capital Advisors Limited (“Montello”), part of the Montello group, which is one of the leading real estate financiers in the UK.
The story of Saph, her friends, her life, and, of course, her powers. Her annoying psychic powers that make her feel like a freak 24/7. Joy.
CHAPTER ONE. Well, I'd tell you what it's about, but I don't want to give too much away yet. And WOO for two chapters (well, one chapter and a prologue) in one day! :D
Get to know what I do (Group Benefits/Group Investments)Kevin Green
I have uploaded this presentation to give business owners a better understanding of how we work with them on group benefits and group investments. It explains our added-value approach - implementing the plan plus working with employees on their personal financial planning needs. Enjoy!
Innovation Women Speak! Not Just Another Personal Finance LessonInnovation Women
This interactive, action-driven session will teach you how to think of money as a tool (not just a goal!), how to get your financial life in order, and how to create a full financial wellness plan that you can actually follow. Your financial “Wealth Alpha™” is not about money alone: it’s about how you use your assets, relationships, unique knowledge, and other resources to accomplish your goals. Whether you’re just starting your financial journey or an experienced pro looking to hit refresh, we’ll make sure that this is not just another personal finance session.
You’ll learn:
· Who you still need to add to your Financial Wellness team
· One way to apply a unique resource to have your goals in the next 30 days.
· How to improve one bad money habit you have - in the next 30 days.
Personal Loan is an unsecured credit provided by financial institutions based on criteria like employment history, repayment capacity, income level, profession and credit history. Personal Loan, which is also known as a consumer loan is a multi-purpose loan, which you can use to meet any of your immediate needs.
Here is the PowerPoint for WEB NY's presentation on the DOL's fiduciary proposal. Speaker: George Sepakos of Groom Law Group, Chartered, September 17, 2015
Montello Real Estate Opportunity Fund Summary InfoMontello
The Montello Real Estate Opportunity Fund is advised by Montello Capital Advisors Limited (“Montello”), part of the Montello group, which is one of the leading real estate financiers in the UK.
The story of Saph, her friends, her life, and, of course, her powers. Her annoying psychic powers that make her feel like a freak 24/7. Joy.
CHAPTER ONE. Well, I'd tell you what it's about, but I don't want to give too much away yet. And WOO for two chapters (well, one chapter and a prologue) in one day! :D
Government Industry Partners - GovCon Wealth - PLAN: Wealth & Tax Strategies ...JSchaus & Associates
JSchaus & Associate's Government Industry Partners (GIP) Webinar Series
PUT ON A WEBINAR WITH US!
Share your company content to a live audience of US Federal Government Contractors.
We will promote your webinars through our network, newsletter, social media, and digital marketing efforts reaching 23,000+ subscribers.
Webinars are live and can be published on our YOUTUBE channel.
CONTACT US at hello@jenniferschaus.com and ask for our MEDIA KIT.
3. Experience Makes the Difference
Pragmatic Financial Strategies, Inc is managed by
professionals with strong ties to Atlanta. We
offer carefully researched, relevant advice to
meet your financial planning, investment
counseling, and tax preparation needs. Our
clients come to us from a wide range of
backgrounds and industries.
4. Our President
Jason B. Culp has over thirteen years of financial
planning, tax preparation, and counseling
experience. Jason has attained the highest of
certifications including the Certified Employee
Benefits Specialist designation, awarded by the
Wharton School of the University of
Pennsylvania.
Jason is a CERTIFIED FINANCIAL PLANNER™
practitioner. In addition, he has also earned the
“We are committed to Fellow, Life Management Institute designation
helping you reach your which has been the standard of excellence since
goals, no matter the 1932 in the field of insurance operations and
circumstance.” financial services.
5. Our Mission
Our mission is simple.
We want our clients to be engaged in all areas of
the financial planning process regardless of their
circumstance. We believe that we can change our
clients financial outlook by helping them to re-
identify cash resources that are already available
within their households or businesses.
6. What is Financial Planning?
Financial planning is the process of reaching your life
goals by taking a 360 degree approach to managing
your finances.
We apply a pragmatic approach to the process.
Pragmatic is defined as dealing with things sensibly and
realistically in a way that is based on practical rather
than theoretical considerations.
7. Our Approach
We offer a commonsense approach to your situation by first determining how
you are allocated among the key areas of financial planning.
Pragmatic Planning
Retirement
10% Insurance
25%
Estate
25%
Investments Tax
20% 20%
We analyze the areas that may be deficient for your success and provide you
with strategies that can help you to reach your goals.
8. Commitment To Professionalism
Our people are certified in a variety of professional fields.
This interdisciplinary foundation enables us to easily manage
tax and financial concerns related to your industry and
business type.
Our staff includes experienced CERTIFIED FINANCIAL
PLANNER™ professionals, Certified Employee Benefits
Specialists, and Tax professionals many of whom are
influential leaders in their respected communities.
9. As a CFP® professional, I’m here to serve consumers.
-As a CFP® professional, I received the personal satisfaction of obtaining
the certification so that I can help my clients fulfill their financial goals.
-My CFP® mark distinguishes me among my peers in the financial services
industry as it shows that I have voluntarily met rigorous requirements of
education, examination and experience and abide by CFP Board’s
Standards of Professional Conduct, which includes agreeing to a standard
of care that places my clients’ interests first.
-CFP Board enforces the professional standards for CFP® professionals
like me, and misconduct leads to action by CFP Board that can include a
letter of admonition, suspension or revocation of CFP® certification.
10. Our Partners
Our strategic alliances with quality institutions allows us to
provide you with options regarding our implementation
strategies and fee structure. We provide our clients with access
to some of the top companies in the following fields:
Insurance (Life, Health, Disability, Homeowners)
Estate Planning
Tax Preparation
Banking (Investment, Retail, & Commercial)
Advent
Investment Management
11. General Account Types Specialty Accounts
Individual Keogh/401(k) / Money Purchase /
Joint Profit-Sharing / Pension Plan
Retirement Accounts Defined Benefit plans designed for the employees
Rollover IRA of a company.
Roth IRA Trust Account (Testamentary/No testamentary)
SEP IRA Trust Account (Non-Testamentary)
Simple IRA
Simple IRA Plan Business Accounts
Traditional IRA Association or Non-Profit Organization
Corporate
Custodial / Guardian Accounts Investment Club
Conservatorship Limited Liability Company (LLC)
Coverdell ESA Partnership / Limited Partnership
Custodial (UGMA/UTMA) Sole Proprietorship
Guardianship
12. Access to a wide range of investment
options for your financial planning needs.
MUTUAL FUNDS
EQUITIES & ETF’S •More than 14,500 mutual fund
•Listed and OTC choices
•Canadian •More than 3,000 no-transaction
•American Depository Receipts fee(NTF) funds
•Preferred Stocks
•All publicly traded ETF’s available FIXED INCOME
•Agency Bonds
•CDs
•Church Bonds
OPTIONS •Corporate Bonds
•Covered Call Writing •Municipals Bonds
•Purchase Calls and Puts •New Corporate Offerings
•Preferred Stocks
•Unit Investment Trusts
•U.S. Treasury Bonds
•U.S. Treasury Strips