Tag Archives: Financial

Financial Foundation & Career Mixer

Financial Foundation & Career Mixer
Event on 2018-09-15 09:00:00
MASTER YOUR MONEY TO FINANCIAL FREEDOM. ENJOY & NETWORK WITH POWERFUL, SUCCESSFUL & WEALTHY INDIVIDUALS AT THE LIFE CHANGING EVENT.  Learn to be your own Money Manager: no one cares more about your money than you!! Our goal is to move people from financial insecurity to financial security. Knowledge is Power, we believe financial education will empower you to have a better future. It is ironic that we live in one of the wealthiest countries in the world, but we have many money problems. We work hard but retire poor. Debt becomes a way of life ~~~~~~~ Let us help you feel prepared!! In order to be in control of your finances you need to understand how money works. 2 in 3 people have no idea how to know anything about how money works. How can you win a game if you don't understand? ~~~~~~~~~ – Is money controlling you or do you control the money? -If you receive a lump sum of money would you know what to do with it? – Do you have 401k accounts but do not understand how to read your statements? -Do you have any money saved in Tax Free accounts? -Do you feel prepared for retirement? & Do you know how much money you need to retire? Our workshops will teach you how to be your own Money Manager with the Financial Foundation Education Program you will learn how to: Make money work better for you Find and save more money Understand investments and build wealth Protect and preserve your money

at SaiDar
21660 Copley Drive , #308
Diamond Bar, United StatesSaiDar

Real Estate Investing Webinar Seattle, WA Invest in your Financial Dreams!

Real Estate Investing Webinar Seattle, WA Invest in your Financial Dreams!
Event on 2018-06-12 19:00:00
Tired of working a W-2 job and want to retire on your schedule? Do you want to leave an income stream for generations to come? Interested in real estate investing but don't know where to start? Start structuring your dreams and  sign up for our Real Estate Investing Webinar and Earn while you learn. You can work with a community of nationwide and local real estate investors driven to help each other succeed in Real Estate Investing through the power of community.  Invest in yourself and get educated to accomplish much more as a team than by yourself. Learn real estate investment strategies such as fix and flip, buy, and hold, short sale, foreclosures, and multi family and how to fund real estate deals without your own money and credit. Learn how to pay off your house in 10 years or less with no extra money. Learn more about our income opportunity in which you can make up to ,000 paid twice weekly while you get educated. Learn how real estate investors fund real estate deals without your own money or credit! No Experience Necessary! Start structuring your dreams into reality now! Limited spaces available register now!

at Seattle, Washington, United States
Seattle, Washington, United States
Seattle, United StatesSeattle, Washington, United States

Financial Foundation & Career Mixer

Financial Foundation & Career Mixer
Event on 2018-06-09 09:00:00
MASTER YOUR MONEY TO FINANCIAL FREEDOM. ENJOY & NETWORK WITH POWERFUL, SUCCESSFUL & WEALTHY INDIVIDUALS AT THE LIFE CHANGING EVENT.  Learn to be your own Money Manager: no one cares more about your money than you!! Our goal is to move people from financial insecurity to financial security. Knowledge is Power, we believe financial education will empower you to have a better future. It is ironic that we live in one of the wealthiest countries in the world, but we have many money problems. We work hard but retire poor. Debt becomes a way of life ~~~~~~~ Let us help you feel prepared!! In order to be in control of your finances you need to understand how money works. 2 in 3 people have no idea how to know anything about how money works. How can you win a game if you don't understand? ~~~~~~~~~ – Is money controlling you or do you control the money? -If you receive a lump sum of money would you know what to do with it? – Do you have 401k accounts but do not understand how to read your statements? -Do you have any money saved in Tax Free accounts? -Do you feel prepared for retirement? & Do you know how much money you need to retire? Our workshops will teach you how to be your own Money Manager with the Financial Foundation Education Program you will learn how to: Make money work better for you Find and save more money Understand investments and build wealth Protect and preserve your money

at SaiDar
21660 Copley Drive , #308
Diamond Bar, United StatesSaiDar

Reducing Risk in Third Party Relationships in the Financial Industry

Reducing Risk in Third Party Relationships in the Financial Industry
Event on 2018-04-25 13:00:00
OVERVIEW

Financial institutions (FI) often outsource banking functions to qualified third party service providers and software vendors. A third party relationship is any business arrangement between a bank and another entity, by contract or otherwise. This webinar provides assistance to FIs for assessing and managing risks associated with third party relationships. Regulators expect an FI to practice effective risk management regardless of whether the bank performs the activity internally or through a third party. An FI’s use of third parties does not diminish the responsibility of its Board of Directors and senior management to ensure that the banking function is performed in a safe and sound manner and in compliance with the FI’s policies and applicable laws.

Managing the third-parties is an integral aspect of the FI’s risk management function. The engagement, operation, oversight and termination of third party relationships require each FI to create and maintain a set of policies and procedures to address this risk. The framework for the policies and procedures is often provided by one of a number of federal agencies tasked with oversight of the financial industry. These agencies include, but are not limited to:

Federal Financial Institution Examination Council (FFIEC)
Federal Reserve System (FRB)
Federal Deposit Insurance Corporation (FDIC)
National Credit Union Administration (NCUA)
Office of the Comptroller of the Currency (OCC)
Consumer Financial Protection Bureau (CFPB)
Please note that the framework and principles that are presented in this webinar are appropriate for any organization that uses third party providers to conduct their business. Your business, despite not being an FI, will benefit from the webinar and can drive the policies and procedures that you will use to establish and maintain an effective relationship with your third-party partners.

WHY SHOULD YOU ATTEND

This Webinar will prepare your organization to incorporate the best practices that should drive the use of third-parties. Our audience will walk away with ideas on reducing risk in third-party relationships. An FI should adopt risk management processes commensurate with the level of risk and complexity of its third party relationships and should assure that comprehensive risk management and oversight of third party relationships involving critical activities reduce risk based on best practices.

As the number and complexity of relationships with third parties increases, the need for a consolidated approach towards the management and risk reduction of third parties becomes more important. The third party relationship may take many forms and address many of the FIs needs. Typically, cost controls are the reason for employing the third party. FIs may:

Outsource entire bank functions to third parties, such as tax, legal, audit, or information technology operations.
Outsource lines of business or products.
Rely on a single third party to perform multiple activities, often to such an extent that the third party becomes an integral component of the bank’s operations.
Work with third parties that engage directly with customers.
Contract with third parties that subcontract activities to other providers.
Work with a third party to address deficiencies in bank operations or compliance with laws or regulations.

AREAS COVERED

What’s a Third Party?
Third Party Risk Management Life Cycle
Plans that outline the FI’s strategy
Identify the inherent risks of the activity
Detail how the bank selects, assesses
Oversees the third party.
Proper due diligence in selecting a third party.
Written contracts that outline the rights and responsibilities of the FI and the third party
Ongoing monitoring of the third party’s activities and performance.
Contingency plans for terminating the relationship in an effective manner
Clear roles and responsibilities for overseeing and managing the relationship and risk management process.
Documentation and reporting that facilitates oversight, accountability, monitoring, and risk management.
Independent reviews that allow the FI’s management to determine that the bank’s process aligns with its strategy and effectively manages risks.

LEARNING OBJECTIVES

Become familiar with the framework that supports the use of third parties in the enterprise.

WHO WILL BENEFIT

This webinar will provide valuable guidance to all personnel in:

Executive positions
Compliance Management
Risk Management
Vendor management
Software development
Business managers that employ third party providers

SPEAKER

Marc Perl brings over 30 years of professional experience to Teknowlogy Associates. Marc's diverse experience includes risk management, payments processing, data security, product development, software development and software quality assurance. During 20 years at Visa, he was a key member of Visa's Risk Management team, where he developed and managed the compliance program for the Payment Card Industry Data Security Standard (PCI DSS) as part of the Cardholder Information Security Program (CISP).

For more detail please click on this below link:
https://bit.ly/2utzw2i

Email: support@trainingdoyens.com
Toll Free: +1-888-300-8494
Tel: +1-720-996-1616
Fax: +1-888-909-1882

at Training Doyens 26468 E Walker Dr

Aurora, United StatesTraining Doyens 26468 E Walker Dr

Handbook of Digital Currency: Bitcoin, Innovation, Financial Instruments, and Bi

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The Real Estate Millionaire – Beginners Quick Start Guide to Investing In Properties and Learn How to Achieve Financial Freedom [Business, Investments, Money, Finance, Real Estate]

The Real Estate Millionaire – Beginners Quick Start Guide to Investing In Properties and Learn How to Achieve Financial Freedom [Business, Investments, Money, Finance, Real Estate]


Please Note: This Beginners Guide to Real Estate Investing book is for beginning investors only If you look closely at how a number of millionaires made their wealth, you’ll find the vast majority of them used real estate investment. The idea is to find an undervalued home in need of renovation or repair and buy it cheap. There are multiple different strategies you can use to create a million dollar investment property portfolio. The key to creating the right real estate investment plan to suit you lies in knowing which strategy to use and when to use it. Investing in real estate is an exciting way to build wealth. Other Books: *The Power of Positive Affirmations: Each Day a New Beginning *Bitcoin and Digital Currency for Beginners: The Basic Little Guide. *Investing in Gold and Silver Bullion – The Ultimate Safe Haven Investments. *The Dividend Millionaire: Investing for Income and Winning in the Stock Market. *Economic Crisis: Surviving Global Currency Collapse – Safeguard Your Financial Future with Silver and Gold. *Passionate about Stock Investing: The Quick Guide to Investing in the Stock Market. *Guide to Investing in the Nigerian Stock Market. *Building Wealth with Dividend Stocks in the Nigerian Stock Market (Dividends – Stocks Secret Weapon). *Precious Metals Investing For Beginners: The Quick Guide to Platinum and Palladium. *Child Millionaire: Stock Market Investing for Beginners – How to Build Wealth the Smart Way for Your Child – The Basic Little Guide.

Price: $ 4.89
Sold by Kobo U.SNew Business Enterprises$ 4.89Please Note: This Beginners Guide to Real Estate Investing book is for beginning investors only If you look closely at how a number of millionaires made their wealth, you’ll find the vast majority of them used real estate investment. The idea is to find an undervalued home in need of renovation or repair and buy it cheap. There are multiple different strategies you can use to create a million dollar investment property portfolio. The key to creating the right real estate investment plan

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Financial Emancipation: A Blueprint for Building Wealth and Acquiring Your First Million in the Global Super Affluent Economy

Financial Emancipation: A Blueprint for Building Wealth and Acquiring Your First Million in the Global Super Affluent Economy


Financial Emancipation explains why it’s essential for everyone in the global economy to have a wealth-building plan. The book demonstrates how regular people can reach millionaire status and join the growing number of affluent households. The state of the global economy, the world’s new affluent class, and how the millionaire machine generates global millionaires are discussed in detail. Financial Emancipation describes how wealth creation results when investors follow the book’s investment philosophy and adopt the millionaire mindset This book provides readers with the investment tools needed to achieve financial independence in the world’s new wealth based economy. The author is an attorney writing about the investment techniques the three generations of his family used to create multigenerational wealth.

Price: $ 9.03
Sold by Kobo Inc. (France) Business & Finance $ 9.03Financial Emancipation explains why it’s essential for everyone in the global economy to have a wealth-building plan. The book demonstrates how regular people can reach millionaire status and join the growing number of affluent households. The state of the global economy, the world’s new affluent class, and how the millionaire machine generates global millionaires are discussed in detail. Financial Emancipation describes how wealth creation results when investors follow the book’s investment pcore i5

Disrupt Financial Services Conference

Disrupt Financial Services Conference
Event on 2015-09-23 09:00:00
What The magical combination of geeks in t-shirts and venture capital that has disrupted other industries has put financial services in its sights. From payments to wealth management, from peer-to-peer lending to crowdfunding, a new generation of fintech startups is taking aim at the heart of the industry – and a pot of revenues that Goldman Sachs estimates is worth US.7 trillion. Collective Campus is hosting a day-long conference exploring the various forms of disruption facing financial services and what companies great and small can do to capitalise. Join us for a panel discussion, keynote talks, workshops and networking opportunities as we deep dive into the world of innovation across banking, insurance and superannuation.  Just some of the topics we'll be exploring on the day include: Fintech Peer-to-peer lending Online brokerage Virtual currencies Mobile and online payments Equity crowdfunding Bigdata and analytics Corporate venturing Wearables Internet of Things (IoT) Low end disruption in FS New market disruption in FS Lean Startup for FS Design Thinking for FS   Confirmed speakers Gail Jones – Innovation Manager at AMP Gail's key delivery so far has been a radically different Life Insurance product. Designed from the bottom up using human-centred design, the development of this new product, which challenges the status quo, has required significant negotiation and stakeholder management to create real change in a change averse environment. Andrew Lai – Founder of FinTech Melbourne and Financial Ask Andrew is the founder of FinancialAsk, a FinTech startup making financial advice easy to get.  Previously an Analytics Manager at the NAB, Andrew has worked in the financial services industry for over 9 years.  In conjunction with running his startup, Andrew is also the founder of FinTech Melbourne which aims to help the Melbourne FinTech community to grow and will be launching the website in the coming weeks.   Alan Tsen – Founder of CoinDoctrine Consulting   Alan is a former tax advisor who worked in the tax and legal practice of a big four accounting firm in Melbourne. Alan regularly speaks at events on Bitcoin regulation and the application of Blockchain technology. He also consults in the space. More generally,Alan’s view on Bitcoin and how it could impact business is regularly sought by start-ups and those in professional services.   He is a co-organiser of the Bitcoin Melbourne and FinTech Melbourne meet up groups.    Rhys Evans – CTO of Thomas Duryea Consulting As the Chief Technology Officer at Thomas Duryea Consulting, heading up a team of over 80 Architects and Engineers nationally,Rhys' focus is on driving customer adoption and implementation of solutions to enable mobility within financial services organisations, integrate with cloud services and deliver a simple and effective user experience. Steve Glaveski – CoFounder at Collective Campus Steve used lean startup principles to build Hotdesk.net up to 1,000 locations across AsiaPac and secure funding for the platform while still then employed by Macquarie Bank. Today he facilitates workshops on lean startup methodology and enterprise innovation for Collective Campus and will discuss the merits of using lean startup methodology in a large financial services institution. More speakers to be announced soon! If you're interested in participating or have any questions about Disrupt Financial Services, please get in touch at info@collectivecamp.us  Panel TBA Startup Corner We'll be holding a 'startup corner' where up and coming fintech startups can exhibit and discuss their product and/or services with conference attendees.  Confirmed Startups Boomeringo – Boomeringo is a secure platform that consolidates all of your finances into one dashboard, so that you can see everything in one spot – including your bank account, credit card and loan. Boomeringo contains a range of very simple yet useful tools, to help you track and manage your money with ease. FirstStep – FirstStep is an innovative and intuitive way to get into investing by automatically investing your loose change. Based on your expenditure, your rounded up loose change from each transaction, is invested on your behalf, continuously building up your portfolio. There's also no minimum investment amount.   A Sneak Peak into Past Conferences @ Collective Campus For more information please contact info@collectivecamp.us 

at NAB Headquarters
550 Bourke Street
Melbourne, AustraliaNAB Headquarterscrm система

Christian Financial Services Encourages Giving this Holiday Season


San Antonio, TX (PRWEB) January 06, 2015

Thanksgiving is now over, a holiday that once celebrated the harvest season. Everyone gathers on Thanksgiving with loved ones to share whatever “bounty” they may have, but this practice doesn’t have to begin and end with food. Christian Financial Services recommends incorporating the spirit of sharing into one’s overall financial strategy for the rest of the holiday season.

Here are a few suggestions for doing just that:

Make financial gifts: Charitable contributions to churches or one’s favorite charity make all the difference. To be tax-deductible in the current year, they must be made before Dec. 31. Remember, donations to Christian Financial Services are also tax-deductible. Give shares of stock to loved ones, or perhaps give them money to help fund their IRAs. (They must have earned income, however, to be eligible to contribute to an IRA.) One can give up to $ 14,000 per year, per recipient. If married, spouses can each give up to the $ 14,000 yearly limit.

Review insurance policies: If something were to happen, is life insurance sufficient to take care of the family? In other words, would there be enough money available to pay off the mortgage, send the children to college and help the surviving spouse meet at least some of his or her retirement expenses? A financial professional can help determine if one’s life insurance is sufficient for one’s needs.

Invest in the children’s future: To help children meet the high costs of higher education, one might want to invest in a college savings vehicle. One option to consider is a 529 plan. When contributing to a 529 plan, earnings are subject to tax-free growth potential, and distributions are free of federal taxes, provided they are used for qualified higher education expenses. (Keep in mind, though, that Section 529 plan distributions not used for these qualified expenses may be subject to income tax and a 10 percent penalty.) Furthermore, if investing in one’s home state’s 529 plan, one may receive state tax incentives. Tax issues for 529 plans can be complex, though, so it’s necessary to consult with a tax advisor about the situation. Another benefit of 529 plans: one can control the assets right up to the point at which they are actually used. So, if one has been putting away money for a particular child (or grandchild) and he or she decides against college, one can easily switch to another beneficiary.

For more information on how to share more financially this holiday season, or to make a donation, contact Christian Financial Services today at (210)341-5911.

About Christian Financial Services:

Christian Financial Services is a 501(c)3 non-profit organization. They are dedicated to educating everyone about God’s biblical principles for finances and providing services to help their clients spend money wisely and become debt free. The road to financial freedom starts with a face-to-face counseling session with one of their Burkett-trained counselors. Using the industry recognized Debt Management Program and a continual focus on God’s will, Christian Financial Serviceshelps individuals meet their own unique financial needs. For more information, visit their website at http://christianfinancialservicestx.com/.








The non-profit financial organization offers tips on how to share financially this season. Christian Financial Services Encourages Giving this Holiday Season ноутбук

EmSpring Partners with Financial and Legal Experts on Health Care Reform Educational Events for Agricultural Industry, HR Professionals

Yakima, WA (PRWEB) September 22, 2014

EmSpring Corporation, an independent benefits advisory firm, recently announced upcoming educational events that focus on the Affordable Care Act (aka Health Care Reform) and how employers can meet the law’s diverse requirements yet still retain and attract employees. EmSpring has joined with leading Washington State financial, legal and health plan experts who specialize in insurance, employment law and health care to give employers and Human Resource professionals a complete picture on best ACA benefits strategies. Upcoming educational events include a Yakima Valley Human Resource Association meeting on September 24th and the second annual ACA Agricultural Forum on October 1st, both in Yakima.

These educational sessions follow a recent chapter event of the Washington Society of CPAs, where Fisher’s presentation “Benefit Outlooks & Strategies Under the ACA” drew one of the largest chapter meeting crowds to-date.

“The big benefits picture continues to change,” says Dan Fisher, EmSpring CEO and educational presenter. “Now is the ideal time for employers to move beyond tactical ACA compliance and into post-ACA benefits strategy. It’s tough, particularly when looking at cost vs value, and the last thing employers want to do is leave money on the table. Our goal for these sessions is to clarify the complex, provide real-world insight, answer critical questions, and ultimately, to help them with new, creative ideas about benefits strategies that support their business and their employees.”

Joining Fisher at the September 24th YVHRA event “Health Care Reform: What’s Next for 2015” will be Chris Rivard, Moss Adams Partner and National Health Care Leader, and Brady Cass, president of Asuris Northwest Health. HRCI credits may apply. Interested parties can register at the YVHRA website, and any questions about the event may be directed to Chelsea Kennedy, programs(at)yvhra.org.

At the October 1st ACA Ag Forum “Strategies for Success under Health Care Reform”, Fisher and Rivard will be joined by Brendan Monahan, Attorney, Stokes Lawrence Velikanje Moore & Shore, whose practice focus includes agriculture and employment law. Brendan represents some of the largest agricultural employers in Washington, as well as a wide range of health care providers. He frequently speaks on the pressing employment law issues many businesses face today, including wage-and-hour concerns, contractor law and EEOC investigations.

The team will discuss properly classifying employees, health plan strategies for 2015, agricultural industry legal updates and compliance vs penalty payments, among other topics of interest specific to agricultural employers. Registration for the limited seating ACA Ag Forum is now open by phone at 877-550-0088, Pat Leahy, extension 107.

About EmSpring

EmSpring Corporation is an employee benefits and consulting firm that specializes in creative, compliant employee benefit plans, particularly self-funded medical plans. The firm goes beyond employee benefits, providing an HR Help Desk, HRIS & Payroll Technology, HR Consulting and online Compliance tools that support employers and HR professionals.

EmSpring is led by Dan Fisher, CGMA, a popular presenter on health care reform to CPAs, professional HR groups and attorneys due to his straightforward explanations and real-world insight into how the complex law affects employers and consumers. EmSpring works with clients in Washington, Oregon and Idaho, with offices in Bellevue, Yakima and Spokane, Washington. Visit emspring.com or call 877-550-0088.

About Moss Adams

Moss Adams LLP provides accounting, tax, and consulting services to public and private middle-market enterprises in many different industries. The Firm’s assurance services include audits, accounting, internal controls, business risk management, royalty compliance, and employee benefit plans. The Firm’s tax services include federal, state, and local tax planning and compliance; international tax planning and compliance; cost segregation; and research and development tax credits. We also provide consulting and advisory services for mergers and acquisitions, corporate finance, valuations, business owner succession, business planning, litigation and forensic accounting, information technology integration and reviews, and compensation.

Founded in 1913 and headquartered in Seattle, Moss Adams has 22 locations in Washington, Oregon, California, Arizona, New Mexico, and Kansas. Moss Adams is one of the 15 largest accounting and consulting firms in the United States. Our staff of more than 2,000 includes approximately 260 partners.

Event Registration URLs:

http://www.yvhra.org/UpcomingEvents/tabid/54/Default.aspx

http://www.emspring.com/aca-ag-forum-2014








EmSpring has joined with leading Washington State financial, legal and health plan experts who specialize in insurance, employment law and health care to give employers and Human Resource professionals a complete picture on best ACA benefits strategies. EmSpring Partners with Financial and Legal Experts on Health Care Reform Educational Events for Agricultural Industry, HR Professionals возрождение церковь