Helping Clients Plan for Higher Education Expenses

Course Information

Content Level: Intermediate
NAPFA Subject Area: A-Financial Planning Process

Course Description

This webinar will help financial advisors provide meaningful guidance to parents worried about how to afford college for their children. Given the limited time frame to save for college, many advisors recognize the importance of saving early and often, and starting when children are young. During this webinar, advisors will learn about tools and resources to help their clients pay for college, including saving, financial aid eligibility, and thoughtfully helping their children select a school that is right for them.

Learning Objectives

Discover how much a family would be expected to pay for college
Understand current trends in college financing, including how financial aid eligibility is determined
Learn how families can reduce college expenses by planning and saving

Speaker

Jonathan Sparling

Jonathan is the Director of Strategic Partnerships at Private College 529 Plan. In his role, he is responsible for developing partnerships that elevate the Private College 529 brand and support strategic growth initiatives. Prior to joining PC529, Jonathan held several roles at MEFA, American Student Assistance and started his career working in the financial aid office at Worcester Polytechnic Institute. Jonathan is a member of several professional organizations, including the Association for Financial Counseling, Planning and Education (AFCPE).

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 loan. Amherst College is "need blind" — applying for financial aid will have no bearing on the admission application process. She also sees the college funding side from the perspective as a parent of a new college freshman. Holt is a graduate of Boston College and earned her master’s degree from Boston University.

Summary


Availability:	Retired


Initial Cost:	Member: $0.00 Non-Member: $39.00


Additional Cost:	CFP® CE: $10.00


Credit Offered:	No Credit Offered


Contains:	2 Courses

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