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Client Presentation Template

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New Client Template

Transcript: Bob & Mary Smith Personal CFO Have you developed a Financial Plan? 57% 80% Probability of Success Probability of Success In Confidence Zone In Confidence Zone Current Status Optimal Result Needs Currently trying to benchmark their budget Not sure how much they currently spend or would need to keep lifestyle in retirement Wants to be able to live off $6/month since mortgage is paid off Currently spend $1843/month of health insurance as self employed Connie may go back to work Concerned about outliving their money Goals Give the next generation a better chance than he was given Leave a legacy to his son Pay for Callum's college Doesn't see himself retiring but will want to slow down at some point Wants to be on the board of a company working 10-20 hrs/wk making $30-40k/year Lifestyle Needs Lifestyle Needs Determine amount of income needed to support your essential living expenses Determine purpose and cost of one-time large expenditures including education, vacation homes or assistance for family members Establish your financial independence goals and the price to be paid to achieve them Review your annual charitable giving objectives and how they should be funded What are the income and lifestyle needs and wants of your family currently and prospectively? Item 2 Item 3 Item 3 Income Sources Income Sources Understand current and projected income for your family Determine the amount of income that you wish to replace if your were to become disabled Review the cost/benefits of various pension or retirement plan pay-out options Analyze social security income options Have you evaluated all current sources of income and potential changes to these sources? Understand required minimum distributions from retirement plans Objectively consider any expected gifts or inheritances Item 2 Item 3 Item 3 Item 3 Item 3 Benefit Utilization Benefit Utilization Review participation in pre-tax reimbursement and cafeteria plans Determine levels of participation and type of company retirement plans (qualified and non-qualified) Review all available stock purchase and stock option plans Evaluate whether any forms of IRA contributions, rollovers, or supplemental retirement plans on self-employment income are appropriate Are you fully utilizing all benefits available to you? Item 2 Item 3 Item 3 Investment Consulting Do your investments match your risk tolerance and financial goals? Current Investments UK SIPP ($300k) Morgan Stanley IRA ($170k) Texas College Savings 529 Plan ($35k) Investment Philosophy Investment Philosophy Define your attitude toward investment risk Determine whether the optimalized target allocation is consistent with your risk attitudes Determine legal, investment, regulatory restrictions or unique circumstances impacting your portfolio Determine the least risky asset allocation that maximizes the probablility of success of your financial plan Have you developed an investment philosophy? Item 2 Item 3 Item 3 Portfolio Mechanics Portfolio Mechanics Decide accounts to consolidate, transfer, or maintain separately and how to handle for policy & advice Determine the type of investments/strategies to be utilized in each account Determine portfolio tax and expense efficiency Review portfolio performance relative to appropriate benchmarks Have you determined the mechanics for managing your portfolio and the evaluation of what success looks like? Item 2 Item 3 Item 3 Business Succession What's your business worth and why? Business Overview Not Applicable Exit Planning Exit Planning Determine business valuation Develop succession plan Have you developed an exit plan for your business? Item 2 Business Interests Business Interests Consider liability & tax implications of your business structure Establish and/or review buy sell and business continuation agreements Determine potential business impact of owner disability Establish appropriate funding mechanisms for buy-out upon death Have you defined and protected your business interests? Item 2 Item 3 Item 3 Wealth Preservation How are you protecting the wealth you've built? Current Net Worth Net Worth - $905,000 Investment Assets - $505,000 Other Assets (House) - $400,000 Liabilities - $0 Tax Planning Tax Planning Determine appropriate levels of withholding and estimated tax payments Determine whether tax-loss harvesting is possible and appropriate Review gifting opportunities and strategies to transfer assets and reduce current income tax liabilities Determine whether to accelerate or defer income and/or deductions for tax bracket or AMT reasons Are you proactively engaged in tax planning for you and your dependents? Item 2 Item 3 Item 3 Credit Strategy Credit Strategy Determine desired level of emergency fund and credit lines funding Evaluate appropriate credit cards for limits and benefits Develop a strategy for when you wish to be debt-free Have you established your philosophy regarding using savings or credit? Item 2 Item 3 Debt Management Debt Management Review the Risk

Client Presentation

Transcript: Case History Patient was a 45 Year Old Male Name: “DC” Scheduled for a CAE and VNG Patient provided case history Positive for several heart attacks Also positive for several strokes most recent ~2008 During Case History Patient was laboring to produce answers to questions At times Patient was somewhat fluent and could be understood Several physical ticks and strain on patients face My Impressions Patient chart had relevant medical information but no information on speech abilities Patient understood questions regarding balance problems and other audiological questions Any Ideas? Broca's Aphasia Dysarthia Fluency High rate of repetitions Mental and Physical effort(strain) Patient showed frustration I cannot diagnosis Normal Audiogram Good SRT/PTA Agreement Good Word Discrimination During testing Gave directions, allowed more time for speech testing, at times patient would exhibit no difficulty and other times would show some difficulty What I would do different? Ask patient directly about communication difficulites Is patient currently in speech services Has communication difficulty been linked to stroke, or is it long standing Possibly Refer to Speech Pathologist Suggest Patient intake form includes speech Given more pauses between questions Given questions which were single step and more directed Asked more questions regarding communication ability and not only focused on the balance/dizziness issues Motor speech problems As a result of damage to the central or peripheal nervous system Setting: Medical office with ENT Physician and Audiology Supervisor Patients schdeduled back to back with no time in between One hour time slots Client Presentation Ike Iheagwara Audiological testing Initial Impressions What would you have done differently? Ask simple yes or no questions Reduce number of choices therefore when taking case history "this" or "that" type questions Mild Expressive Brocas Word finding difficulites Trouble with articulation THE END

Client Presentation

Transcript: Engage diversity and difference in practice. Engage in policy practice to advance social and economic well-being and to deliver effective social work services. Apply social work ethical principles to guide professional practice. Apply knowledge of human behavior and the social environment. Engage in research-informed practice and practice-informed research. Buehler, C., Rhodes, K. W., Orme, J. G., & Cuddeback, G. (2006). The Potential for Successful Family Foster Care: Conceptualizing Competency Domains for Foster Parents. Child Welfare, 85(3), 523-558 Coakley, T. M., & Buehler, C. (2008). Toward a Theory of Cultural Competence in Transcultural Parenting: The role of Cultural Receptivity. Journal of Public Child Welfare, 2(4), 401-425. Curtis, C.M. (1996). The adoption of African-American Children by Whites: A Renewed Conflict, Families in Society, 77, 156-164. Flores, B. M. The Experience of Undocumented Immigrant Children in the Child Welfare System. (Order No. AAI3477546,Dissertation Abstracts International, A: The Humanities and Social Sciences, 0353. Mulkerns, H., & Owen, C. (2008). Identity Development in Emancipated Young Adults Following Foster Care. Smith College Studies in Social Work, 78(4), 427-449. Schwartz, A. (2007). 'Caught' versus 'Taught': Ethnic Identity and the Ethnic Socialization Experiences of African American Adolescents in Kinship and Non-Kinship Foster Placements. Children and Youth Services Review, 29(9), 1201-1219 Communication Legal Resident Placement Education Culture Identification Independent Living Skills Counseling Peer Socialization Health Other Dehan do hadrikum! Infusion Areas Goals and Objectives What are the rewards of working with these children? What advice would you give to a social worker working with this population? Literature Review Today's Agenda: Overview of client population The Client Literature Review Work with the client Infusion Areas Reflection Demonstration Feedback/ Conclusion What are the Challenges of working with these children? Reflection So what would be additional information you would want to know before you meet the client? St. Jerome's Program--UAC & URM youth Age Range from 14-20 (Some youth have children) African countries, South America, Middle East* Two-thirds are Spanish speaking Majority are male Human Trafficking, Asylum, War torn No caregiver/ relative who can provide for them Permanency Plan Reunification Supervised Independent Living Group homes and traditional foster care homes The Client Client Presentation Approximately 15 years old From Eritrea, speaks Tigrigna Oldest of 5, youngest brother drowned Father is in the Military/ Mother takes care of the farm Christian beliefs Parents are thought to be HIV+ Left home country with a friend when he was 12 Forced labor vs. Solider recruitment Safe journey to Ethiopia where he stayed in a refugee camp for two years before coming to the program. Work with the Client Contract Informed Consent Client's Rights and Responsibilities Organization Expectations Interpretation rights By Hannah Blan Conclusion Research, Research, Research Know the effects of Trauma on a youth Developmentally Socially Emotionally Physically Spiritually Don't be afraid to ask the hard questions Overview of the Population Served Goals are a collaborative effort and reevaluated quarterly or as needed.

BLUE FLAME - Client Presentation Template

Transcript: DESIGN DEFINE Creative Specialist DISCOVER DECENT DRIVE DEVELOP DEPLOY Creative Director Other Department COLLABORATIVE WORKFLOW Creative Manager Utiliztion Rates Blue Flame's creative utilization rate is defined as the percentage of time a resource spends directly on active projects. Target Utilization: approximately 80% CREATIVE WORKFORCE CREATIVE WORKFORCE *data reflecting six weeks of reported hours Creative Operations Manager 149% Creative Operations Manager 149% 3D Designer 71% 3D Designer 71% Graphic Designer 59% Graphic Designer 59% Graphic / 3D Designer 48% Graphic / 3D Designer 48% A creative director is a vital role in all creative industries. The responsibilities of a creative director include leading the design and concept for any assigned projects. The creative director is known to guide a team of internal specialists and external resources with skills and experience related to creative industry fields. The creative director may also assume the roles of an art director, copywriter, photographer/videographer, or lead designer. Some example works can include brainstorming, storyboarding, visual layout, and copywriting. Creative Director 0% Creative Director 0% Blue Flame could concider building a pool of freelance Creative Director specialists to be tapped per project opportunity that matches their professional experience. Events Print Digital Social Pool Pool Blue Flame could test new Creative Director resources through pilot projects. Some projects that can be used as a pilot include: Blue Flame Branding & Marketing (print / digital) New Business Opportunites (events) Pilot Pilot INITIAL REQUEST INITIAL REQUEST EVENT INFORMATION EVENT INFORMATION CLIENT INSPIRATION CLIENT INSPIRATION ASSETS ASSETS VENUE INFORMATION VENUE INFORMATION INTERNAL KICK-OFF / BRAINSTORM INTERNAL KICK-OFF / BRAINSTORM QUESTIONS QUESTIONS RESEARCH & INSIGHTS RESEARCH & INSIGHTS STRATEGY STRATEGY TACTICS TACTICS RESOURCES RESOURCES SCHEDULE SCHEDULE BUDGET BUDGET PROPOSAL PROPOSAL ROADMAP ROADMAP LOOK & FEEL LOOK & FEEL CONCEPT CONCEPT INITIAL CONCEPT INITIAL CONCEPT REVISION 1 (R1) REVISION 1 (R1) REVISION 2 REVISION 2 FINAL REVISION FINAL REVISION MAPS / GROUND PLANS MAPS / GROUND PLANS GRAPHICS GRAPHICS DIGITAL DIGITAL COPY COPY INTERNAL REVIEW INTERNAL REVIEW CLIENT REVIEW CLIENT REVIEW PRODUCTION FILES PRODUCTION FILES INITIAL DEV INITIAL DEV DEV CHECK DEV CHECK FINALIZE FINALIZE SHIP SHIP LOAD IN LOAD IN ACTIVATE ACTIVATE RUN OF SHOW RUN OF SHOW PHOTO / VIDEO CAPTURE PHOTO / VIDEO CAPTURE LOAD OUT LOAD OUT INVOICING INVOICING FILE ARCHIVAL FILE ARCHIVAL PROJECT RECAP PROJECT RECAP POSTMORTEM POSTMORTEM

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