Education Planning Sample Clauses

Education Planning. Attorney General and Advocacy.
Sample 1Sample 2
AutoNDA by SimpleDocs
Education Planning. Attorney General and Advocacy 24. National Electricity Network.
Sample 1
Education Planning. College funding services generally includes projecting the amount that will be needed to achieve post-secondary education goals, along with advice on ways for you to save the desired amount. Recommendations as to savings strategies are reviewed and will include the “pros and cons” of various college savings vehicles, such as Section 529 college savings plans, prepaid savings plan or other funding methods. • Retirement Planning - Our retirement services typically include probability planning which illustrates the likelihoodof achieving your financial goals, with financial independence usually the primary objective. For situations where projections show less than the desired results, we could make “trade-off” recommendations showing you the impact of making changes in certain variables (i.e., working longer, saving more, spending less, taking more risk with investments). If you are near retirement or already retired, advice will be given on appropriate distribution strategies to minimize the likelihood of running out of money. • Investment Services - Our investment services will involve providing information on the types of investment vehicles available, investment analysis, asset selection and portfolio design, portfolio construction and recommending appropriate investment strategies. Strategies are based on the client’s specific situation and aligned with their risk tolerance and financial goals. • Estate Planning - This usually includes an analysis of your current estate plan and your potential exposure to estate taxes and probate. Our advice typically includes ways for you to minimize probate or future estate taxes by implementing appropriate estate planning strategies. We always recommend that you consult with a qualified attorney when you initiate, update, or complete estate-planning activities. If necessary, we can provide you with contact information for attorneys who specialize in estate planning when you wish to hire an attorney for such purposes. From time to time, with your approval or request, we will participate in meetings or phone calls betweenyou and your attorney. • Tax Planning Strategies - We will work with your tax professional to assist in structuring your financial life to identify tax-saving opportunities. Our advice includes ways to minimize current and future income taxes as a partof your overall financial planning picture. For example, we could make recommendations on which type of account(s) or specific investments should be owned...
Sample 1
Education Planning. College funding advice may include projecting the amount that will be needed to achieve post-secondary ed- ucation funding goals, along with savings strategies and the “pros and cons” of various college savings vehicles that are available.
Sample 1
Education Planning. The process of projecting the estimated capital needed for a specified goal, such as education a wedding, or other major purchases. The analysis takes into account the current assets earmarked for a specific goal and provides a client with various alternatives available, based upon such factors such as modifying the time or amount of the goal, additional or alternative savings and investment strategies, and risk tolerance. □ Risk Analysis – The process of addressing the ability to protect against unexpected events and is usually addressed with insurance products. Specific analyses and recommendations in this area address: life insurance, disability insurance, long term care insurance, and health insurance. (a plan cannot be provided solely on Insurance recommendations.) Software used for this Financial Plan (make selection below) □ Living Balance Sheet □ eMoney □ Advicent Solutions (formerly Zywave Inc)
Sample 1

Related to Education Planning

  • 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.

  • 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.

  • Education Associate’s or Bachelor’s Degree, or technical institute degree/certificate in Computer Science, Information Systems or other related field. Or equivalent work experience.

  • Strategic Planning Facilitate the effective alignment of IT requirements/ Information Resource Management (IRM) plans with strategic business plans and program initiatives. Management Improvements: Development and implementation of improved systems and business practices to optimize productivity and service delivery operations (e.g., analysis, and implementation of improvements in the flow of IT work and program processes and tool utilization, including business system analysis, identification of requirements for streamlining, re-engineering, or re-structuring internal systems/business processes for improvement, determination of IT solution alternatives, benchmarking).

  • Procurement Planning Prior to the issuance of any invitations to bid for contracts, the proposed procurement plan for 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 Guidelines. Procurement of all goods and works shall be undertaken in accordance with such procurement plan as shall have been approved by the Association, and with the provisions of said paragraph 1.

  • Business Continuity Planning Supplier shall prepare and maintain at no additional cost to Buyer a Business Continuity Plan (“BCP”). Upon written request of Buyer, Supplier shall provide a copy of Supplier’s BCP. The BCP shall be designed to ensure that Supplier can continue to provide the goods and/or services in accordance with this Order in the event of a disaster or other BCP-triggering event (as such events are defined in the applicable BCP). Supplier’s BCP shall, at a minimum, provide for: (a) the retention and retrieval of data and files; (b) obtaining resources necessary for recovery, (c) appropriate continuity plans to maintain adequate levels of staffing required to provide the goods and services during a disruptive event; (d) procedures to activate an immediate, orderly response to emergency situations; (e) procedures to address potential disruptions to Supplier’s supply chain; (f) a defined escalation process for notification of Buyer, within two (2) business days, in the event of a BCP-triggering event; and (g) training for key Supplier Personnel who are responsible for monitoring and maintaining Supplier’s continuity plans and records. Supplier shall maintain the BCP and test it at least annually or whenever there are material changes in Supplier’s operations, risks or business practices. Upon Xxxxx’s written and reasonable request, Supplier shall provide Buyer an executive summary of test results and a report of corrective actions (including the timing for implementation) to be taken to remedy any deficiencies identified by such testing. Upon Xxxxx’s request and with reasonable advance notice and conducted in such a manner as not to unduly interfere with Supplier’s operations, Supplier shall give Buyer and its designated agents access to Supplier’s designated representative(s) with detailed functional knowledge of Supplier’s BCP and relevant subject matter.

  • Financial Planning The Employer will provide, or cause to be provided, 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 the Covered Termination.

  • Financial Planning Services The Executive shall receive financial planning services, on an in-kind basis, for a period of eighteen (18) months following the Date of 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 planning 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 Treasury Regulation Section 1.409A-3(i)(1)(iv).

  • Discharge Planning If further care at home or in another facility is appropriate following discharge from the Hospital, Blue Shield will work with the Member, the attending Physician and the Hospital discharge planners to determine the most appropriate and cost effective way to provide this care.

  • Special Education Teachers Elementary/Secondary Special Education Coordinators shall be compensated for an extended work day in the amount of four thousand dollars ($4,000).

Draft better contracts in just 5 minutes Get the weekly Law Insider newsletter packed with expert videos, webinars, ebooks, and more!