December 18, 2020 What is International Financial Planning? As globalization becomes more apparent in our lives, there is an increase in the number of people moving around the world and owning properties in more than one country. We are all global citizens which means we have the ability to live where we choose, however, what […]
Category: Business Model (page 2 of 3)
November 11, 2020 Why is Talent Management Important for Financial Planning Practices? We all know the definition of talent and management, but what exactly does talent management mean? Vlad Vaiman explored this definition when opening his webinar interview with Dr. Chia-Li Chien. Essentially, talent management is a set of meaningful techniques. Vaiman explained there are […]
Why Should CFP Consider AFC Into Their Business Model? Sheena Parrish found her passion for financial counseling when living abroad in Germany with her husband. During her twenties, Parrish and her husband on active duty in the air force lived overseas in many countries. In fact, during a 14 year period, she moved seven times. […]
September 05, 2019 Ever since Kathryn Courain was 6 years old she has loved horseriding. Growing up in Santa Barbara County, north of Los Angeles, she spent her childhood surrounding herself with horses. From a young age, she was taught the importance of discipline, structure, and initiated a competitive drive within herself. Courain earned her […]
Discussion topics will include strategies that enable clients to take advantage of the current depressed asset values and low rates, the value of growth of assets outside of the federal and state (if applicable) estate tax, the benefit of paying taxes on behalf of a grantor trust and implementation considerations when making the gift. Key […]
A Niche Practice of “Family Office” by Elizabeth Campana Elizabeth Campana’s career paths demonstrate how the financial industry is a flexible field with various areas within it to work in. Her career story also shows how there are multiple ways to transition within the industry including into her current field of work- single-family office. After […]
NAIFA LA Meeting: Selling a Planning Practice: The Relationship between Revenue Multiple and Revenue Size The owner’s financial service business is required to meet industry compliance, as well as the owner’s retirement, needs to exit successfully. To do so, they often rely on appraisers or financial intermediaries to facilitate the exit or succession transition. The […]
Join Hratch J Karakachian, CPA, ESQ and Chia-Li Chien, Ph.D., CFP®, PMP® to discuss the recent Stimulus Package. First, we’ll discuss the Treasury Department and the Internal Revenue Service (IRS) announced special Federal income tax return filing and payment relief in response to the ongoing Coronavirus Disease 2019 (COVID-19) emergency. Then Dr. Chien will talk about […]
Chien, C.-L. (2020, Feb 12). Entrepreneur? Business Owner? You Face More Complex Retirement Planning. TheStreet: Retirement Daily.
Dr. Chien will interview Hratch J Karakachian, CPA, ESQ about SECURE Act. What you need to know to help your clients and CFP exam? Attorney Karakachian is a senior adjunct faculty member at California Lutheran University School of Management. He has been teaching in the MBA in Financial Planning Program since 2013. He has taught Principles […]
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