Financial planning seminar topics

    • [DOC File]BUSINESS REPORT TOPICS - Cengage

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      If you have been assigned a business report, you can choose an appropriate topic from the list provided in this section of our site. Topics are grouped in categories related to major courses of study: accounting, finance, human resources, marketing, information systems, management, and general business/education/campus issues.

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    • [DOC File]How to Implement Sarbanes-Oxley Seminar

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      The focus of the seminar will be on the understanding and “hands-on” implementation of the SOX Act. Who Should Attend: Corporate Executives, Chief Financial Officers, Corporate Controllers, Directors of Audit, Directors of Financial Reporting; Project Managers, Process Owners …

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    • [DOCX File]Financial Literacy Pilot Program (December 2014)

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      Financial Literacy content was also incorporated within the Freshman Mathematics Seminar course. Expansion of the financial literacy component to the freshmen academy seminar and K-8 through partnerships with local area financial institutions is also planned. ... High School Financial Planning Program publication is the main resource used in ...

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    • [DOC File]SAMPLE SCRIPT FOR OPENING AND CLOSING YOUR …

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      Here is a sample script for use in planning your opening remarks: “Good evening! My name is (name) and this is (name) , (name) , (name) , and (name) . We are from the (Organization) .” “We’re here this evening to talk to you about an agricultural issue that we feel is of great importance.”

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    • [DOC File]IMPORTANT NOTICE TO MEMBERSHIP OF SOCIETY OF …

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      This Seminar will cover the current state of advanced planning techniques. Included will be discussion of recent legislation and regulation in the areas of tax shelters, 412i and 419a plans, split dollar and estate planning.

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    • [DOC File]IFRS Conversion: A Collaborative Presentation

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      Topics to include; “Educating The Existing Workforce”, “Organizational Planning & Preparation”, “Applying IFRS to Revenue Recognition”, “Inventory, & Pensions”, “Changes in Financial Statement Presentation”, “Financial Statement Disclosures”, “Increased Financial …

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    • [DOCX File]Front page | U.S. Department of the Treasury

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      Financial Planning. Financial Planners can provide assistance in addressing and resolving financial problems such as credit rights and options, gambling and budgeting, obtaining information on types of loans, securing a mortgage, developing realistic budgets, and spending habits.

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    • [DOC File]ADDITIONAL SCHOLARSHIP AND FINANCIAL AID RESOURCES

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      For families of all income and grade levels. Main topics: income strategies, asset strategies, investment strategies, household cost-cutting tips, tax tips, interpreting award letters, and appeal strategies. A vital resource for all families. Copy and keep! GENERAL FINANCIAL …

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    • [DOC File]ACCOUNTING, ECONOMICS & FINANCE

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      _____ SPA 491 (Seminar I) OR _____ SPA 492 (Seminar II) Note: *SPA 202 may be substituted for one of the 300 – level courses. SPA 305 (Practicum in Conversational Spanish) may count as one of the 300 – level courses, however, at least one of the 300 – level courses must be in literature or civilization.

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    • Virtual Mini Pre-Retirement Seminar Evaluation

      Virtual Mini Pre-Retirement Seminar Evaluation . Sponsored by: Date: Section I: Indicate how valuable the following topics were to you on a scale of 1 – 5: 1 - indicating not helpful to 5 - indicating very helpful ____ DRS overview ____ Timelines ____ Links to or resources for Estate & Financial Planning …

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