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Bring the wealth of knowledge and experience Scott Noyes and Noyes Capital offers to your company, organization, or group. Invite Scott and his team to accurately and powerfully communicate the background and inside of key financial topics. As a Chartered Financial Analyst™(CFA), Certified Financial Planner™(CFP) and Accredited Investment Fiduciary Auditor™(AIFA), Scott Noyes can cover a variety of topics from all of the necessary angles.
Noyes Capital is available to make presentations on several topics of current interest to the local business and investor community. These seminars are applicable to individuals, accountants and attorneys as well as trustee and investment committee members. Topics include:
How to Manage the College Financial Aid Process
You can improve your chances to receive scholarships and grants when you learn how FAFSA and the financial aid system really work. All too often families sacrifice their current lifestyle or retirement to provide their children a college education. This doesn't have to happen to you. You must have a thorough understanding of the entire college and financial aid processes or you will spend thousands more than you have to and waste countless hours of time. The purpose of this seminar is to understanding how to make the college and financial aid system work for you and your children.
College Financial Planning for High Income Families
Many of you believe that you make too much money to qualify for financial aid. But, you may still need to borrow money or rearrange your investments in a tax efficient manner to pay for the education your family deserves. There are tax and gifting strategies that can be used to significantly cut the cost of college education and may be better than 529 Plans. In addition, there are several types of loans that can result in long-term savings. Also, if you have two children in college at the same time or are supporting other family members you may be able to get some financial aid. The purpose of this seminar is to look at strategies “outside of the box” for funding and paying for college.
A New Look at Fiduciary Responsibility for Investment Committees
We offer acomplimentary presentation for Investment Committees, accountants and attorneys. This seminar is designed to help your Investment Committee understand their responsibilities and train your team members to become better safe keepers of the assets under their responsibility. This seminar is available to trustee and investment committee members, as well as accountants and attorneys. This topic includes:
- Overview of the development of the twenty-seven Prudent Investment Practices identified by the Foundation for Fiduciary Studies.
- Roles and responsibilities of the investment fiduciary (trustees, investment committee members, advisors, Board members)
- Outline a procedurally prudent investment process that supports the Practices and can protect an organization if challenged.
- Benefits of having defined Practices
NEFE High School Financial Planning Program ® (HSFPP).
We are available to work as an instructor or assistant to teachers using the NEFE High School Financial Planning Program® (HSFPP). This program was initiated with government support in 1984 as a public service to increase the financial literacy of America’s youth. The six-unit program provides teens with a greater understanding of and ability to manage their personal finances in the areas of goal setting, budgeting, and saving. The program uses unique games, simulations, case studies, and interactive exercises to provide hands-on experience for students to test and apply the financial principles and concepts being taught. For more information, go to: http://www.nefe.org/pages/educational.html. |
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