Plan for diversification, new product lines, reaching new markets. - GOVERNMENTAL ACCOUNTING, AUDITING AND FINANCIAL REPORTING Larry Finney JUNE, 2014 THE STATISTICAL SECTION Unaudited! Old XBooksBikesBabesBoozeGiftsVacationsWedding etc.House & CarEducation & WeddingsHealthcareMonthly PensionHealthcareLump sum savingsIf you do not create wealth, you would not be able to afford your future needs! Phase 3: Externally oriented strategic planning. Let’s break some Mutual Fund Myths & get some free advice!MythsA fund with a net asset value (NAV) of Rs 10 is cheaper and so, more attractive than a fund whose NAV is Rs 50. If you are not adequately insured, increase your coverIllustrative, II. Invests in equity (stocks) ~90% equityHigh risk, high returnsEntry Modes: ELSS, Direct Purchase, SIPTop Funds: HDFC Equity, HDFC Top 200, Franklin India Blue-chip, DSP Blackrock equity etc.There are more than 1000 MF schemes in India? Postponing Repayment: Deferment & Forbearance. Please enable JavaScript in order to play this slideshow. Loan Servicers. Finance Plan PowerPoint Template is a free finance PowerPoint background that you can download for finance planning and presentations. Financial Planning – Financial Planning STEPS. Some myths & pitfalls!Basics of Financial Planning: Introduction to the concept with an illustration. Or use it to upload your own PowerPoint slides so you can share them with your teachers, class, students, bosses, employees, customers, potential investors or the world. Look where your money is going! Financial Planning is the process of estimating the capital required and determining its competition. Building your career is one of the surest ways to increase income and make money. Mini-module 1 provides a basic overview of how financial planning can help participants and what it involves. Inflation has been assumed to be 6%.Illustrative, III. As managers attempt to better deal with their changing world, a firm generally evolves through the following four . Financial planning is a big concept that includes things like budgeting, retirement planning, saving, insurance, and getting out of debt. Hospital. For MFs = equity based fundsAgain, invest time in some research, understand the fund strategy. 1-5 years. Phase 1: Basic financial planning. Progamming, Published April 13, 2013 in Higher interest rates than banks? Understand your current net worth in detailNet WorthIdentify the Risks & gaps. Do you have PowerPoint slides to share? Assess Current StatusII. Equity PlatformsICICI Direct – Little costly, but user friendly for new investorsSharekhan & IIFL – Low cost, but service is a little poor. The author does not claim intellectual property rights on any methodologies or pictures, however the presentation, as a document is the intellectual property of the author, AgendaIntroduction to Financial PlanningUnderstanding Financial Products in India, Agenda – What to expect ?Finance is common sense. Long-term - over 5 years. If so, share your PPT presentation slides online with PowerShow.com. This helps you give your presentation on Financial Planning in a conference, a school lecture, a business proposal, in a webinar and business and professional representations. This comprehensive financial literacy and economic education website will help teachers, students, and parents gain extensive access to original lesson plans, student interactives, digital videos, and other resources—all age-appropriate and correlated to the State’s curriculum. But value add is minimal, majority of their agents basically distribute applications and have minimal understanding of productsGrowth Option vs. Dividend OptionDirect Purchase vs. Dividends are taxable (12.5%) and no guarantee of dividend being declared every yearIts your units being reduced in value & given to you as cash!Direct Purchase:Purchase directly from mutual fund. Foundation Defined A foundation is a not-for-profit ... RESEARCH TOOLS, TIPS, AND RESOURCES FOR FINANCIAL AID ADMINISTRATORS, - RESEARCH TOOLS, TIPS, AND RESOURCES FOR FINANCIAL AID ADMINISTRATORS PRESENTERS Mary Ann Coughlin, Springfield College, MA Bonnie Joerschke, Purdue University, IN. Distributor Mode. Advised Norm is to have 3 months expenses in Savings Account as Emergency Fund2nd Level Contingency FundFunds that are available for consumption within a day Advised norm is 3 months of expenses in FDs or liquid funds3rd Level Contingency FundExtra level of safety. Thein a virtual format, as follows: Registration is required; the link to the online class will be provided to registered participants. The chart is created as a PowerPoint chart, so the user will be able to edit it though the “Edit Data” Option of the “Chart Tools > Design” menu. Shocked ya!Provides liquidity. FINANCIAL PLANNING FOR STARTUPS Tom Schryver, CFA Visi3ng Lecturer, Johnson Graduate School of Management Execu3ve Director, Center for Regional Economic Advancement Cornell University 2. English Español Português Create a Financial PlanNote: 12% return has been assumed on equity investments and 8.5% on debt investments. Create Financial PlanIV. It is a process of thinking before doing. Due to higher risks. Mini-module 2 uses a sample financial plan for a typical family to illustrate how a plan works, and then provides a blank template for participants to complete their own plan. Investors make profit by selling MFs at higher NAVInvestor would need to wait for high NAVs. 22 agosto, 2017. Basics of Startup Financial Planning 1. - Facilities 101 Planning for and paying for your charter school facility Kathleen Padian New Orleans School Facility Project www.nosfp.org New Orleans School Facility ... - Title: Surety Bonds 101: The Basics of Bonding Author: Surety Information Office Last modified by: test Created Date: 9/25/1998 8:02:36 PM Document presentation format. Short-Term - Less than a year. Retirement planning is a long-term savings process to prepare for the day you are no … Direct Option or Dividend Option? )Dividend from my MF is an additional income. Online computer classes have been arranged, and for Excel, Word, SQL, PowerPoint and QuickBooks will take place via Zoom. )Economic (inflation, price rises)PLANNING for future expenditures & COVERING risks is the answer for a happy tomorrow!How does one ensure financial security for the future for self and dependants in light of these uncertainties? And, best of all, most of its cool features are free and easy to use. Distributor Mode?Direct Option: The profits made by the mutual funds are retained in the fund and NAV growth reflects profits. - Partially Self Funded - 101 The Basics February 2009 Brown and Brown of Texas 10700 North Freeway, Suite 300, Houston, Texas 77037 (281) 260-2000 Types of Funding ... 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