A Wolters Kluwer Company FP Focus: …..Focus on the Plan Exceptional Advice Just Got Easier.

Slides:

Advertisements

Similar presentations

Exceptional Advice Just Got Easier FP Solutions.

Advertisements

CHAPTER 2 Client-Adviser Relationship. Introduction A vast amount of information is available to clients, but an adviser’s judgement is needed. Building.

Wealthy and Wise ® Version 8.0 Enhancements. Wealthy and Wise has significant capacity for comprehensive retirement, wealth preservation, and charitable.

Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

What Do You Need from Financial Planning Software?

1 (of 22) FIN 200: Personal Finance Topic 2–Introduction to Financial Planning Larry Schrenk, Instructor.

Essential Standard 4.00 Understanding the role of finance in business. 1.

CENTURY 21 ACCOUNTING © 2009 South-Western, Cengage Learning LESSON 22-4 Adjusting, Closing, and Reversing Entries for a Corporation.

Lesson 26-4 (GJ) ADJUSTING ENTRIES Lesson 26-4, page 677.

©UFS Financial Planning 101 Investment Advisory Services offered through Investment Advisor Representatives of MetLife Securities, Inc. (MSI), 200 Park.

2006 Cash Flow Statement Sources of cash: Beginning cash balance Cash receipts from product sales Other sources of cash Total sources of cash Uses of cash:

J. K. Dietrich - FBE 532 – Spring 2006 Value-Based Management and Course Summary Week 14 – April 20, 2006.

Essential Standard 4.00 Understanding the role of finance in business. 1.

AGEC 489/689 Spring 2009 Detailed View of Financial Statement Linkages Slide Show #3.

Personal Finance Chapter 1 & 3 Study Guide

Using Financial Records Cash flow and Final Accounts Every business needs to record… -Cash Flow -Profit -Net Worth.

Copyright ©2004 Pearson Education, Inc. All rights reserved. Chapter 2 Planning with Personal Financial Statements.

Alliance Financial Group, Inc Registered Investment Advisory Securities offered exclusively through SunAmerica Securities, Inc. A registered broker-dealer.

The Financial Plan…steps

Chapter 1 Overview of a Financial Plan

Money Management Strategy

Financial Accounting (FI)

Planning with Personal Financial Statements

Balance Sheets Analyzing Assets, Liabilities, & Equity.

Keyterms Journal Entries Closing Entries Normal Balance Accounting Cycle

COMPANY LOGO An Overview of Financial Performance.

Chapter 8 Creating Financial Statements using data from Work Sheet.

2008R2 Enhancements Presented by Trip Higginbotham.

People © 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other.

© 2014 Cengage Learning. All Rights Reserved. Learning Objectives © 2014 Cengage Learning. All Rights Reserved. LO7 Post adjusting entries. LO8 Adjust.

Chart of Accounts.

WORKSHEET. STEP 1: WRITE THE HEADING  WHO  WHAT  WHEN  ACROSS THE TOP OF THE WORKSHEET.

April, 2007 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Life Goals Preview.

Objective 4.01 Understanding Financial Management. 1.

© SAP AG Financial Accounting (FI) SAP University Alliances Version 2.1 Authors Bret Wagner Stefan Weidner Product SAP ERP 6.0 EhP4 Global Bike Inc. Level.

User-Defined Placeholder Text Chapter 3 Money Management Strategy 3.2.

Money Management and Financial Planning

1. Establish the Client-Planner engagement 2. Gather client data and determine your goals and expectations (interview the person next to you and get the.

Accounting Review. Are the following accounts permanent or temporary? Directions: Insert a slide after each of the slides containing account names. On.

Statement of Cash Flows Primary purpose: To provide information about a company’s cash receipts and cash payments during a period. Secondary.

Goals: Describe the financial planning process. Explain action for implementing a financial plan. Identify actions for reviewing a financial plan.

April, 2007 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Retirement Test Drive.

C & A Financial Group is committed to improving the planning process and experience of preparing for the future. We developed the Responsible Wealth Process.

Income Statement (“P&L”) Cash Flow Statement Balance Sheet An Introduction to Financial Statements.

CENTURY 21 ACCOUNTING © Thomson/South-Western LESSON 14-6 Calculating Federal Income Tax and Completing a Work Sheet.

Getting Started Lesson 1. 2 Lesson Objectives  To gain an overview of the course and the topics to be covered  To know how QuickBooks works and how.

Financial Statements A set of Financial Statements consist of four related accounting reports that summarizes the financial resources, obligations, profitability.

Chapter 12 Budgeting.

Chapter 1 Overview of a Financial Plan. Copyright ©2014 Pearson Education, Inc. All rights reserved.1-2 Chapter Objectives Explain how you benefit from.

 =   –  + ++= = = = = CALCULATING FEDERAL INCOME TAX Lesson 25-3, page 647.

PREPARE THE FOUR FINANCIAL STATEMENTS 1. INCOME STATEMENT 2. RETAINED EARNINGS STATEMENT 3. BALANCE SHEET 4. CASH FLOW STATEMENT.

Company Name Stock Trading Symbol. Company History Founder: Incorporation Date: IPO Date: Initial Sales Price: Current Sales Price:

Glencoe Business and Personal FinanceCopyright © by The McGraw-Hill Companies, Inc. All rights reserved.

CENTURY 21 ACCOUNTING © 2009 South-Western, Cengage Learning LESSON 22-1 Preparing a Work Sheet for a Corporation.

“I’ve got a great job and no bills. I still live at home

The Accounting Cycle Analyze Source Documents Journalize Transactions

Single Step Opportunity to Maximize Benefits

SD CEO South Dakota Center for Enterprise Opportunity.

Adjusting, Closing, and Reversing Entries for a Corporation

Adjusting, Closing, and Reversing Entries for a Corporation

CHAPTER 3 FINANCIAL STATEMENTS, TOOLS, AND BUDGETS

During the period Communicate End of period. During the period Communicate End of period.

Basic Financial Statements

C. Financing a Small Business

Lesson 26-4 ADJUSTING ENTRIES Lesson 26-4, page 675.

General Money Management & Personal Savings and Investment

Financials Revenue Estimates Revenue Assumptions for Month 1

24 Locations. 24 Locations 2013 Results 2,711 clients served 27,126 hours of advising (approx. 10 hours/client) $37.1MM in capital infusion 924 jobs.

Financial Statements.

Presentation transcript:

A Wolters Kluwer Company FP Focus: …..Focus on the Plan Exceptional Advice Just Got Easier

A Wolters Kluwer Company An executive summary of the key planning areas. Clear and concise documents Ability to change graphs on the fly.

A Wolters Kluwer Company Nine Key Summary Documents

A Wolters Kluwer Company Displays all of the client’s personal information Shows key investment and tax assumptions used

A Wolters Kluwer Company Detailed Net Worth Statement for any year of the plan. scroll bar changes year being displayed on screen.

A Wolters Kluwer Company Investment Summary Asset allocation Account balances Deposits/withdrawals A detailed ledger page is also provided

A Wolters Kluwer Company Shows cash flow for any two years of the plan. Easily determine deficiencies or excesses of cash flow in any year of the plan.

A Wolters Kluwer Company Tax payable both federally and provincially Shows income splitting opportunities

A Wolters Kluwer Company Retirement Summary Page Outlines how much clients need to save to meet their goals.

A Wolters Kluwer Company Survivor Needs Summary Any year in the plan can be displayed Includes estate insurance needs

A Wolters Kluwer Company Disability and/or Critical Illness Summary Charts show the effects disability has on desired lifestyle

A Wolters Kluwer Company The Estate Net Worth Summary Projected value of all assets and the impact of estate expenses