Advisor Roundtable

March 29, 2023

Webinar Recording

This week we covered:

  • The different “seasons” in the college planning process
  • The new timeline on when the FAFSA will go live and what ramifications this will have
  • Appeals around primary home equity and business expenses
  • New planning opportunities with FM vs IM schools due to the change in consideration of number of kids in college
Helpful Links:
  • FSA Announcement: Link HERE
  • 2024-2025 Roadmap: Link HERE
  • FSA Knowledge Center Home Page: Link HERE
  • 2024 – 2025 FAFSA Draft: Link HERE
  • FAFSA Petition: Link HERE


  • Make sure to follow us on Youtube to see all of the videos we’re putting out on timely topics for the college planning process

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