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Helping Clients Plan for Higher Education Expenses - 2023
Course Information
Content Level: Foundational
NAPFA Subject Area: A-Financial Planning Process
Course Description

This session aims to help financial advisors provide meaningful guidance to parents concerned about affording college for their children. The presenters will frame the conversation through the lens of recent data and why college remains a priority for parents.  They will also review the basics of financial aid and how it may impact clients, especially high net worth parents, when planning for college.  Finally, the presenters will discuss saving and paying strategies and how recent legislative changes – including those for the free application for federal student aid (FAFSA) – may impact families as they help their children thoughtfully select a college that is right for them. 

This Partner Solutions webinar is sponsored by Private College 529 Plan.

Learning Objectives
  1. Learn to identify the major components of financial aid and how these may impact their clients
  2. Understand how current financing trends, including recent legislative changes, may impact their clients
  3. Learn how to reduce college costs by planning and saving early
Jonathan Sparling, AFC, CCFC

Jonathan Sparling, AFC, CCFC, is director of strategic partnerships at Private College 529, responsible for developing and enhancing strategic growth initiatives. Private College 529 is a nationwide prepaid tuition plan that locks in current rates to save on future tuition, helping families protect against tuition inflation at nearly 300 private colleges across the country. Private College 529 Plan’s parent brand. CollegeWell, was created to helps families save and pay for college, with expert insights from colleges across the country, guidance from financial advisors, and inspiration from families who've gone through the process. 

Gail Holt

Gail Holt is Dean of Financial Aid at Amherst College. She provides strategic direction and leadership for Amherst’s comprehensive, fully need-based financial aid program, meeting 100% of demonstrated need without loans. Amherst College is "need blind" — applying for financial aid has no bearing on the admission application process.

Availability: On-Demand
Access expires on 12/31/2025
Initial Cost: Member: $0.00
Non-Member: $19.00
Additional Cost: CFP® CE Quiz: $0.00 - $10.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
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