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Financial Strategies to Pay for College & the Strategic Use of Student Loans
Course Information
Content Level: Intermediate
NAPFA Subject Area: A-Financial Planning Process
Couse Description
While many families save for college, most have not saved enough to cash flow college. Even families who have saved well often do not have a strategy for how they want to use the money. In this session, we will discuss how families can build a family philosophy for paying for school, what key questions they should be working through, how student loans can be a strategic part of the strategy, and how scholarships play a role in offsetting the cost of college.
Learning Objectives
  1. Identify four key areas families can use to create their family philosophy/strategy for paying for college
  2. Determine key mistakes families make when paying for college
  3. Learn how student loans work and how to help clients understand how to use them strategically
CE Instructions
Attend the live program for the required number of minutes to obtain the NAPFA CE and CFP CE.

To earn NASBA CPE, make note of the three codes that will be pasted into the Zoom Chat during the live program, then return to this course to complete the NASBA CPE Quiz by selecting the three correct codes.
Cozy Wittman  

As Education and Partnership leader at College Inside Track, Cozy Wittman speaks nationally about college search, educating families, and training financial advisors and other professionals who work with families with high schoolers. College search has become increasingly complex, the nuances hard to understand; Wittman is passionate about dispelling myths that cost families money! She was featured in The Journal of Financial Planning about college planning.

 Wittman is excited to connect with organizations and families interested in learning more about the complex college search process. She is a mom of five kids who had vastly different goals for college, so she is no stranger to the challenges around the search process.

Availability: Retired
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
No Credit Offered
Contains: 2 Courses
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