Search for tag: "assets"

Who Do You Trust? Planned Giving Webinar

Are you wondering who should manage your affairs after you're gone — should it be a family member, a trusted friend, or a seasoned professional? Don't let this important decision…

From  Caitlyn Valle 0 likes 229 plays 0  

Lec 15, May 6.mp4

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Lec 13, Apr 29.mp4

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Lec 9, Apr 19.mp4

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Lec 7, Apr 15.mp4

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Lecture 6, April 12.mp4

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UC Davis - Financial Times Biz Quiz: Featured Executive Interview with Marcie Frost, CEO, CalPERS, and Peter Spiegel, US Managing Editor, The Financial Times

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Avoiding Conflict Over Your Estate Plan

We have all heard horror stories about how someone’s estate became a complicated mess. Listen to our experts to find out how you can avoid major pitfalls and safeguard your legacy. Attorneys…

From  Serena Metcalf 0 likes 324 plays 0  

ServiceNow Asset Management and Recording for IS-3

ServiceNow Asset Management and how IS-3 information is recorded in the Asset and Configuration Management modules in ServiceNow

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HDE 131 Spring 2023, Lecture 4.3, Lecture Part 2

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lecture-2023-01-30.mov

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Life is Complicated. Protecting your family shouldn't be.

Estate planning is as simple as ABC: •Avoid unnecessary costs •Benefit your family and/or favorite charities …

From  Serena Metcalf 0 likes 217 plays 0  

UC Davis-Financial Times Biz Quiz: Interview with Jennifer Johnson, President and CEO, Franklin Templeton Investments

Peter Spiegel, the U.S. managing editor of the Financial Times, interviewing UC Davis alumna Jennifer Johnson, president and CEO of Franklin Templeton.

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More than Cash: A Planned Giving Strategy for Any Donor

In this interactive workshop, we learned how contributing appreciated assets can help you and your peers make larger gifts, reduce taxes and potentially create income. There was pop quizzes that…

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From  Jessie De La Trinidad 0 likes 47 plays

mat133-2021-06-02-minimum-variance-line

Geometry of portfolios. Minimum-variance line (curve). mat133-2021s-notes-2021-06-02.pdf 3D graphics: hw6B_3D_1_X=6_Y=8_Z=0.html hw6B_3D_2_X=6_Y=8_Z=0.html Videos and all other materials are…

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From  Matthias Koeppe 0 likes 57 plays 0  

A 30,000 Foot View of Estate Planning

On Tuesday, March 30, members of the Leadership Giving Society joined an insider’s discussion with estate planning attorney, Scott J. Judson, to learn about estate planning techniques and…

From  Jessie De La Trinidad 0 likes 66 plays 0