Fortune Financial

JANUARY 11, 2024

Maintaining this awareness is a continuous effort; keeping all employees up-to-date with regular communication about any changes or additions to the benefits is essential. Utilize Various Communication Channels Ensure that all channels are clear and free of jargon to make them accessible to all employees.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

WiserAdvisor

DECEMBER 18, 2023

Retirement planning is not just about reaching a target savings number. Shared goals and expectations Open communication and alignment on retirement goals are essential for couples. Debt management Consider minimizing your existing debts, particularly high-interest loans.

Retirement 105

Retirement Retirement Planning Risk Tolerance Healthcare 105

Brown Advisory

MAY 4, 2020

We brought in a colleague who provides specialized municipal finance advice to a number of our clients, to help us drill down on the college’s debt structure. Accounting: The client has outsourced its accounting infrastructure, and we now maintain a more direct day-to-day communication channel with the client's accountants.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Indigo Marketing Agency

JANUARY 24, 2024

Peter also joins us to co-host our upcoming webinar on The Art of Client Communication. Dave Ramsey Reason to Follow: Proven strategies for personal finance and debt management Dave Ramsey is known for helping thousands of families get out of debt and achieve financial freedom.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Clever Girl Finance

APRIL 29, 2024

Stay diligent with debt management, paying it down, and avoiding future debts. Nothing will block the path toward your goals like persistent bad habits such as credit card debt or overspending. Do you have a natural affinity for numbers or words? Are your communication skills a little lacking?

Budgeting 59

Budgeting Retirement Food Planning 59

Brown Advisory

SEPTEMBER 4, 2019

challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . We brought in a colleague who provides specialized municipal finance advice to a number of our clients, to help us drill down on the college’s debt structure. client: COUNTY-FOCUSED COMMUNITY FOUNDATION. client: SMALL PRIVATE REGIONAL COLLEGE. BACKGROUND.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Indigo Marketing Agency

JANUARY 24, 2024

Peter also joins us to co-host our upcoming webinar on The Art of Client Communication. Dave Ramsey Reason to Follow: Proven strategies for personal finance and debt management Dave Ramsey is known for helping thousands of families get out of debt and achieve financial freedom.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52