Module 1 of College Affordability Project: Welcome and Introduction-Email Template: Setting Up a Pro Bono Session

Email Template: Setting Up a Pro Bono Session

Pdf Summary

The NAPFA Foundation's College Affordability Project offers sessions with advisors to review College Money Reports and discuss strategies to reduce and manage college expenses. The advisor will schedule a meeting through a calendar link or by sharing available times. Participants are encouraged to prepare by gathering financial information, writing down questions, and emailing them in advance. If rescheduling is needed, an appropriate link can be found in the appointment or email. During the session, participants can learn how to interpret College Money Report results, navigate the application process, find suitable schools, create a personalized plan for paying tuition, explore scholarships, tax credits, and loans, and understand post-graduation loan payments. The assigned advisor is a CERTIFIED FINANCIAL PLANNER and member of NAPFA, committed to being a fiduciary. The advisor is located in Cincinnati and has 16 years of experience.

Keywords

NAPFA Foundation

College Affordability Project

advisor sessions

College Money Reports

reduce college expenses

financial information

tuition payment plan

scholarships

loans

CERTIFIED FINANCIAL PLANNER