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Topic
Cambria Investment Management & College Aid Pro Present: Navigating the College Funding Maze & Helping Families Cut the Cost of Higher Education
Description
College costs continue to rise and the four-year sticker price of college now exceeds $300,000 at some of our most prestigious institutions. As a result, our outstanding student loan debt exceeds $1.6 trillion. Part of the problem is that most advisors are never trained on financial aid. It’s time to raise the bar in college funding advice. Join us to learn how you can better guide families through the college funding maze and make more informed buying decisions.
Upon course completion, you will be able to:
Project a family’s financial aid and out of pocket cost at individual institutions
1. Create a college funding plan and ensure students graduate with manageable debt without robbing retirement
2. Understand the key differences in the federal and institutional formulas used to determine a family’s expected family contribution (EFC) need-based financial aid eligibility
3. Income and asset strategies to maximize financial aid offers
4. How to analyze, compare, and appeal financial aid award letters
5. Cash flow and tax planning strategies for college
6. Balancing college and retirement goals as part of a comprehensive financial plan
Time
May 17, 2022 03:00 PM in
Eastern Time (US and Canada)
Webinar is over, you cannot register now. If you have any questions, please contact Webinar host:
Joe Messinger
.
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Hi there, You are invited to a Zoom webinar. When: May 17, 2022 03:00 PM Eastern Time (US and Canada) Topic: Cambria Investment Management & College Aid Pro Present: Navigating the College Funding Maze & Helping Families Cut the Cost of Higher Education Register in advance for this webinar: https://collegeaidpro.zoom.us/webinar/register/WN_-KWcex6wTX6cBBqrj50sbQ After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Joe Messinger, CFP®, CCFC, ChFC, CLU (Co Founder & Director of Advisor Solutions @College Aid Pro™ ) Joe Messinger, CFP®, ChFC, CLU, CCFC is on a mission to end the student loan crisis one family at a time. He created the innovative College Pre-Approval™ system and has trained thousands of advisors across the country how to seamlessly guide families through the college funding maze. Joe is the Co-Founder and Director of Advisor Solutions at College Aid Pro™, the award winning fintech solution that takes the hassle out of late-stage college planning. A proud graduate of Penn State University, Joe is also Partner and Director of College Planning at Capstone Wealth Partners, a fee only RIA.
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