Posts Tagged ‘tax’
Personal Financial Planning Tips : How to Buy Life Insurance
Life-insurance policies come two ways, a term policy or a whole-life policy, and they can be bought online or through a life-insurance agent. Purchase a life-insurance policy and give family members piece of mind with helpful hints from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu
Duration : 0:2:16
Personal Financial Planning Tips : How to Invest in a Money Market Account
Ways to invest in a money-market account include through a bank, a mutual-fund company or through a discount brokerage. Earn interest on saved money with a money-market account with advice from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu
Duration : 0:2:7
Personal Financial Planning Tips : How to Create an Investment Portfolio
When creating an investment portfolio, consider what the risk tolerance is and the time horizon. Conjure an investment portfolio for a retirement or shorter financial goals with ideas from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu
Duration : 0:2:47
Business Valuations for Gift and Estate Tax Planning: What Financial Planning Professionals Need …
View this Lecture for FREE by signing up at http://www.prolibraries.com/fsp/?select=session&sessionID=50
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Speaker(s):
Sam Torolopoulos, CPA-ABV, ASA
Business Valuations for Gift and Estate Tax Planning: What Financial Planning Professionals Need to Know after the Pension Protection Act of 2006 – Society of Financial Service Professionals
Financial Service Forum 2008
The FSP Forum is the premier educational meeting for the financial services profession. It focuses on continuing education, with a strong emphasis on advanced, practice-oriented instruction by world class speakers and provides CE credits for the credentials accepted for Society membership. A general session case study features a distinguished panel helping a family sort out a business succession planning problem. Complementing the advanced technical education are eight practice management sessions that provide important information on keeping your practice running smoothly and profitably.
This session will review business valuation basics from a financial planner’s perspective. It will explain the difference between a control and a minority value conclusion as well as how factors such as "key man", 50/50 shareholders, and voting rights can affect the conclusion of value for gift and estate tax purposes. In addition, we will discuss how pertinent provisions of the Pension Protection Act of 2006, IRS Notice 2006-96 and the Joint Committee on Taxation’s Technical Corrections Act of 2007 will affect your client’s estate plan. We will review issues of competence and independence as outlined in IRC 170. As a financial planning professional you will also learn what to look for when your client’s attorney needs to hire an independent valuation professional and, more importantly, how that professional fits into the "team approach".
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Duration : 0:2:4
Personal Financial Planning Tips : How to Get Out of Debt
The best way to get out of debt is by keeping expenses lower than income and use any low interest-bearing savings account money to pay off higher interest credit cards. Avoid the pitfalls of debt with tips from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu
Duration : 0:3:1
Personal Financial Planning Tips : How to Buy Stocks
Two ways to buy stocks include a dividend reinvestment plan or DRIP offered by Fortune 500 companies or by buying through a discount brokerage. Purchase stocks for investing in Wall Street with tips from a financial planner in this free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu
Duration : 0:2:32
Serenity Financial Planning
Millions of people bury their head in the sand when it comes to their finances.
25% of people have trouble sleeping because of their finances.
Discover a life that is richly yours.
Get a clear vision of your future.
Don’t just survive but live life to the full.
Giving you peace of mind around your money.
Enjoy today knowing tomorrow is taken care of.
Your life.
Your Money.
Make it count.
This is the new video for our new financial planning company: Serenity Financial Planning
Copywrited to Financial Weeks Ltd
Duration : 0:1:47
Personal Financial Planning Tips : How to Design a Savings Plan
When designing a savings plan, it is wise to calculate a working budget for figuring out extra money to dedicate to the plan. Formulate a savings plan for short-term goals or retirement with tips from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu
Duration : 0:2:42
Personal Financial Planning Tips : How to Select a Good Mutual Fund
Selecting a good mutual fund is tricky, but as long as the fund has at least a five-year track record, that is an ideal history time line. Choose a well-performing mutual fund with a long-term performance record with advice from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu
Duration : 0:2:54
Part 1/2 Bird & fortune – Financial crisis – Silly Money, Nov 08
2nd Nov 2008. John Bird and John Fortune on Silly Money satirising the absurdity of the financial crisis.
Duration : 0:8:42