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NAPFA Member Roundtable: January 2022
January 20 @ 1:00 pm - 2:00 pm
College Aid Pro™ is creating a movement of elite financial professionals to act as advocates for parents of college-bound students while providing these advisors with the tools and resources to lead their clients to better college outcomes in an efficient and scalable way.
Attendees will learn how to help families “shop” smarter for higher education by understanding the wildly different financial aid policies at each institution. More importantly, we discuss strategies for finding schools that will give you the most free money for school and cut the out-of-pocket cost of education through thoughtful planning techniques.
Topics for discussion:
-State of the student loan crisis
-High-level strategy for approaching the college funding problem with families
-Student loan basics as they apply to proactive college planning
-How financial aid works, Federal vs. Consensus methods, how to shop for schools based on your family’s profile, types of financial aid
-Specific techniques for establishing a budget, determining where to shop for scholarships and how to potentially increase aid awards and reduce the net cost of college
- January 20
1:00 pm - 2:00 pm
- Event Category:
- For Advisors
- Event Tags:
- College Bound Families, college costs, College Financial Aid, college financial planning, College Funding Mistakes, College Planning niche for Financial Planners, Financial Advisors Business Goals, Paying for college
- View Organizer Website
- Virtual Event