Posts Tagged ‘personal’
Financial Planning : What Is Personal Financial Planning?
Personal financial planning is financial planning for an individual or a couple, as opposed to the type of planning that is done for a corporation. Find out how financial planners help their clients to use the tools that are available with help from a financial strategist and consultant in this free video on financial planning.
Expert: Ted Schmidt
Contact: www.flgus.com
Bio: Ted Schmidt has spent the last 21 years as a financial strategist and consultant. He is active in the Hendersonville Chamber of Commerce and the Real Estate Investors of Nashville.
Filmmaker: Dimitri LaBarge
Duration : 0:4:9
Financial Planning : What Is a Personal Banker?
A personal banker is a person who will work in a financial institution and examine an individual’s selection of assets to determine what services this individual requires. Find out how personal bankers help to bring business to their clients with help from a portfolio manager in this free video on financial planning.
Expert: Gregory Bramwell-Smith
Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates.
Filmmaker: David Pakman
Duration : 0:1:58
Financial Planning : Understanding Working Capital Management
Working capital is a ratio of short-term liabilities and short-term income, and it’s the capital that a company needs to work with on an ongoing basis. Find out how working capital is used to pay for daily operations with help from a portfolio manager in this free video on financial planning.
Expert: Gregory Bramwell-Smith
Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates.
Filmmaker: David Pakman
Duration : 0:1:31
Financial Planning : How to Become a Stockbroker
In order to become a stockbroker, one must study and pass a series license, whether that is the Series 7, Series 6 or a 65 license. Find out how stockbrokers join professional organizations to build there careers with help from a registered financial consultant in this free video on stockbrokers.
Expert: Patrick Munro
Contact: www.northstarnavigator.com
Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales volume of progressive financial products and solutions to the senior and boomer marketplace.
Filmmaker: Reel Media LLC
Duration : 0:1:21
Financial Planning : How to Become a Money Manager
In order to become a money manager, a person must have experience in the market, and she also needs a series 7 stockbroker license. Find out how a CFP or CFA designation can help a money manager’s credibility with help from a portfolio manager in this free video on financial planning.
Expert: Gregory Bramwell-Smith
Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates.
Filmmaker: David Pakman
Duration : 0:1:42
Financial Planners : What It Takes to Be a Financial Planner
In order to be a financial planner, a person needs patience and a desire to assist other people in obtaining his goals. Find out how to ask questions and make a great career out of financial planning with help from a specialist in financial services in this free video on financial planners.
Expert: William Rae
Contact: www.hbwfl.com
Bio: William Rae has been licensed in the insurance and financial fields for over 30 years.
Filmmaker: Christopher Rokosz
Duration : 0:2:11
Financial Planning : How to Calculate Retirement Income
It can be difficult to calculate retirement income because it’s hard to estimate what things will be like in 20 to 30 years, which is the case for many people. Discover why a conservative strategy is useful when planning for retirement with help from a financial strategist and consultant in this free video on financial planning and retirement.
Expert: Ted Schmidt
Contact: www.flgus.com
Bio: Ted Schmidt has spent the last 21 years as a financial strategist and consultant. He is active in the Hendersonville Chamber of Commerce and the Real Estate Investors of Nashville.
Filmmaker: Dimitri LaBarge
Duration : 0:4:10
Investment Strategies – Opportunities in Municipal Bonds – Bloomberg
Analysis and Discussion with Phil Condon of DWS Investments (Bloomberg News)
Duration : 0:3:29
Financial Planning & Investment Tips : Defined Benefit Plan
A defined benefit plan has been approved by the IRS to aid retirement. Discover more of the benefits of a defined benefit plan with tips from a registered financial consultant in this free video on financial planning.
Expert: Patrick Munro
Contact: www.northstarnavigator.com
Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales volume of progressive financial products and solutions to the senior and boomer marketplace.
Filmmaker: Reel Media LLC
Duration : 0:1:6
House Financial Services Hearing on Regulation Reform – Bloomberg
Live! From Capitol Hill: Opening Remarks from Fed Chairman Ben Bernanke, FDIC Chairwoman Sheila Bair, and U.S. Currency Comptroller John Dugan (Bloomberg News)
Duration : 0:12:46