INCOME & ESTATE PLANNING PARTNERS, P.A. will meet you where you are and help you with a path forward. Better questions = better answers. Is it time to take your next step? Securities offered through Lion Street Financial, LLC (LSF). member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC (LSA), an investment adviser registered with the SEC. LSA and LSF do not provide tax or legal advice. Income & Estate Planning Partners, P.A. and the above firms are not affiliated. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/of licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.

Comprehensive Financial Planning- CERTIFIED FINANCIAL PLANNER (tm)

After a decade of teaching at GBC… it is time to focus time and attention elsewhere. FIN 599 W - FINANCE MANAGEMENT FOUNDATIONThis course provides MBA students with a smooth transition into the economics and financial aspects of the MBA curriculum. It provides basic economics background on both Micro and Macro levels where price system, cost structure and stabilization economic polices and their implications in the corporate world are analyzed. Special emphasis is placed on the financial environment, especially financial markets and market participants. The course also analyzes corporate financial performance through financial statements and financial ratios. Students are introduced to evaluating cash flow over time and to the basic models of evaluating financial securities. In addition, basic analysis of investment projects evaluation is included.

Financing Sport Operations SPM-408Legal & Ethical Aspects of Business BLA-303Financial Management FIN-305Organizational Behavior BBM-301E-Commerce BBM-305Principles of Management BBM-201

FIN -340 Fundamentals of Investments Course PrerequisitesCE: FIN 320; UC: FIN 320 or FIN 305Course DescriptionThis course introduces and examines various investment vehicles, including stocks, bonds, mutual funds, and commodities. This course emphasizes the decision-making process that underlies all investment decisions.Course Outcomes● Differentiate between investment vehicles, asset classes, and security types for effectively selecting investment exposures● Apply appropriate models in determining the estimated value of stocks and bonds relative to current market prices for informing investment decisions● Apply portfolio measures in constructing comprehensive investment portfolios that appropriately address client risk and return objectives● Assess the risks associated with investments for their implications on expected returnsRequired MaterialsUsing your learning resources is critical to your success in this course. Please purchase directly through SNHU’s online bookstore, MBS Direct, rather than any other vendor. Purchasing directly from the bookstore ensures that you will obtain the correct materials and that the Help Desk, your advisor, and the instructor can provide you with support if you have problems.Access code for MyFinanceLab, which includes the following e-book:Fundamentals of InvestingScott B. Smart, Lawrence J. Gitman, and Michael D. Joehnk Pearson13th Edition2017ISBN: 978-1-323-61360-3

https://www.theamericancollege.edu/enrollment/fscp/startFor additional details of the FSCP curriculum, please visit our website @: http://www.theamericancollege.edu/fscp/FA-271 Foundations of Estate Planning 1036119 Craig Lytle Class starts June 21, 2019Students can enroll by submitting the attached registration forms or by calling 888/263-7265. Students should reference classes FA 271 Foundations of Estate Planning.

Professional and Continuing StudiesUniversity of DelawareInstructor for Insurance Planning Module for the CFP Program Cohort 7