Nerd's Eye View

OCTOBER 28, 2024

continuing education) and often held a space for the vendors who served those advisors, with organizations like the Financial Planning Association convening the largest conferences for financial advisors. Read More.

Tax Planning 59

Tax Planning Education Planning Budgeting 59

CFO News Room

DECEMBER 20, 2022

And one of the flyers that came out said that I did estate planning, and tax planning, and business succession planning, and all these things I didn’t know anything about. And so, ultimately, I… Michael: Not actually that deep on your business succession planning experience as a 20-year-old.

Education 130

Education Planning Numbers Securities 130

Spreadym

NOVEMBER 3, 2023

Financial planning typically includes the following key components: Setting Financial Goals: Identify and prioritize your short-term and long-term financial objectives, such as saving for retirement, buying a home, paying off debt, or funding your children's education. A higher turnover indicates efficient inventory management.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CSC Advisors

MAY 30, 2022

Often, they will display their work history, education, licenses, and any other background information on their website. Whether you need help with budgeting, investing, tax planning, or even paying off your outstanding debts, you can find a financial advisor to help! Make Sure They Are Compatible With Your Business.

Budgeting 52

Budgeting Tax Planning Construction Corporate Finance 52

CFO News Room

NOVEMBER 22, 2022

But then during what are we actually doing for clients, and we’re going… I view things as retirement planning, education planning, general tax, budget cash flow. And we make sure we have a plan for those things, and those are always updated. I know our education plan is on track for retirement.”

Planning 130

Planning Profit and Loss Communication Education 130

CFO News Room

DECEMBER 30, 2022

Given that a firm’s technology needs change over time, and that AdvisorTech software tools frequently add new features, conducting an annual tech stack audit can help ensure firms are getting the most out of their technology budget. by a staff member, or by an outside consultant. Bob Veres | Advisor Perspectives).

Planning 130

Planning Auditing Investments Securities 130

The CFO College

APRIL 8, 2021

Another key aspect of becoming a Valuable Expert is enhancing your education. Instructor : While continuing your education may seem obvious, many people overlook the importance of the “Instructor” aspect of “VIP.” You can do this through accumulating CPE credits and attending college or online training.

CFO 52

CFO Accounting Benchmarking Tax Planning 52