PERSONAL FINANCIAL PLANNING Clause Examples

The Personal Financial Planning clause outlines the responsibilities and scope of services related to assisting clients with managing their personal finances. Typically, this clause specifies that the service provider will offer advice or planning in areas such as budgeting, investments, retirement planning, and tax strategies, tailored to the client's individual needs. Its core function is to clarify the extent of financial planning services provided, ensuring both parties understand what is included and helping to prevent misunderstandings about the advisor’s role or the limits of their advice.
PERSONAL FINANCIAL PLANNING. The Client employs the Adviser as financial and investment adviser to prepare a personal financial plan on the following terms and conditions:
View SourceView Similar (2)
PERSONAL FINANCIAL PLANNING. Personal financial planning services are provided through the AYCO Corporation. The value of the confidential service is added to your W-2. Some or all of this value may be deducted.
View SourceView Similar (2)
PERSONAL FINANCIAL PLANNING. Credits: 3 (3 lecture) An exploration of financial planning that emphasizes topics of personal interest but also have application to business financial planning topics. Topics include budgeting, bank accounts and account reconciliation, individual retirement accounts, loans, investments, debt management, real estate, insurance, xxxxx, Credits: 3 (3 lecture) Principles of law which form the legal framework for business activity including applicable statutes, contracts, and agency. Career-related activities encountered in the student area of specialization offered through an individualized agreement among the college, employer, and student. Under the supervision of the college and the employer, the student combines classroom learning with work experience. Includes a lecture component. Credits: 4 (3 lecture, 3 lab) Introduces the fundamental concepts of structured programming and provides a comprehensive introduction to programming for computer science and technology majors. Topics include software development methodology, data types, control structures, functions, arrays, and the mechanics of running, testing, and debugging. This course assumes computer literacy. This course is included in the Field of Study Curriculum for Computer Science. Core curriculum course. Credits: 4 (3 lecture, 3 lab) This course focuses on the object-oriented programming paradigm, emphasizing the definition and use of classes along with fundamentals of object-oriented design. The course includes basic analysis of algorithms, searching and sorting techniques, and an introduction to software engineering processes. Students will apply techniques for testing and debugging software. Credits: 4 (3 lecture, 3 lab) Further applications of programming techniques, introducing the fundamental concepts of data structures and algorithms. Topics include recursion, fundamental data structures (including stacks, queues, linked lists, hash tables, trees, and graphs), and algorithmic analysis. Credits: 3 (2 lecture, 2 lab). An introduction to the problems of internal acting technique, creation of visual images, reaction to stimulus, and creation of inner life of character. Scene work: finding beats, developing subtext, and playing intentions. Theatre attendance and/or assistance in college productions required. Required of majors. Open to non-majors. Core Curriculum Course. Credits: 3 (3 lecture) Microeconomics examines the fundamentals of the American economy as it relates to business and individua...
View Source
PERSONAL FINANCIAL PLANNING. The Company will provide the Executive with either a $4,000 amount to be used in lieu of the provision of personal financial planning, or will provide personal financial planning up to a cost or value of such amount. The value of such services or such amount will be added to the Executive's taxable income. Some or all of such value or amount may be tax deductible by the Executive, but the Company makes no tax representation relating thereto.
View Source
PERSONAL FINANCIAL PLANNING. Any services you have elected under this plan will remain in effect until the end of the calendar year, and you will be billed for any balance due.
View Source
PERSONAL FINANCIAL PLANNING. Personal financial planning services are provided through the AYCO Corporation. The value of the confidential service is $4,000, which will be added to your W-2. Some or all of this value may be deducted. CAR ALLOWANCE ------------- The company will provide you with a car allowance of $12,000 per year. In accordance with IRS regulations, the value of this car allowance will be reflected in your W-2. It is our understanding that you may deduct the part of this value that is for business purposes. MISCELLANOUS ITEMS ------------------ You will be allowed to work from your home four days per month. In addition, the company will provide the necessary equipment to outfit your Arizona home office.
View Source
PERSONAL FINANCIAL PLANNING 
View Source

Related to PERSONAL FINANCIAL PLANNING

  • Financial Planning Continued access, for the remainder of the calendar year in which the Covered Termination occurs or for 60 days (if greater), to the financial planning services available to executive employees at the time of Covered Termination.

  • Financial Planning Services The Executive shall receive financial planning services, on an in-kind basis, for a period of twenty-four (24) months following the date of Involuntary Termination. Such financial planning services shall include expert financial and legal resources to assist the Executive with financial planning needs and shall be limited to (i) current investment portfolio management, (ii) tax planning, (iii) tax return preparation, and (iv) estate planning advice and document preparation (including xxxxx and trusts); provided, however, that the Company shall provide such financial services during any taxable year of the Executive only to the extent the cost to the Company for such taxable year does not exceed $25,000. The Company shall provide such financial planning services through a financial planner selected by the Company, and shall pay the fees for such financial planning services. The financial planning services provided during any taxable year of the Executive shall not affect the financial planning services provided in any other taxable year of the Executive. The Executive’s right to financial planning services shall not be subject to liquidation or exchange for any other benefit. Such financial planning services shall be provided in a manner that complies with Section 1.409A-3(i)(1)(iv).

  • Selection Planning Prior to the issuance to consultants of any requests for proposals, the proposed plan for the selection of consultants under the Project shall be furnished to the Association for its review and approval, in accordance with the provisions of paragraph 1 of Appendix 1 to the Consultant Guidelines. Selection of all consultants’ services shall be undertaken in accordance with such selection plan as shall have been approved by the Association, and with the provisions of said paragraph 1.

  • Transition Planning The AGENCY will be responsible for the development of the student’s Transition Plan, which begins upon entry and is completed prior to the student’s exit.

  • Multi-Year Planning The CAPS will be in a form acceptable to the LHIN and may be required to incorporate (1) prudent multi-year financial forecasts; (2) plans for the achievement of performance targets; and (3) realistic risk management strategies. It will be aligned with the LHIN’s then current Integrated Health Service Plan and will reflect local LHIN priorities and initiatives. If the LHIN has provided multi-year planning targets for the HSP, the CAPS will reflect the planning targets.