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Helping Clients Plan for Higher Education Expenses - 2022
Course Information
Content Level: Foundational
NAPFA Subject Area: A-Financial Planning Process
Course Description
This webinar will help you provide meaningful guidance to clients who are concerned with how to afford college for their children. Studies indicate that high net worth parents value college for their children. Due to the limited time frame to save for college, advisors should counsel clients to start when children are young. Most families will need several of the tools presented in this webinar to pay for college, including saving, gaining financial aid, and thoughtfully helping their child select a school that is right for them.

This is a Partner Solutions webinar sponsored by Private College 529 Plan.
Learning Objectives
  1. Discover how much a family would be expected to pay for college based on financial aid calculations.
  2. Understand current trends in college financing, including how financial aid eligibility is determined.
  3. Learn how families can reduce college expenses by planning and saving.
Jonathan Sparling, AFC, CCFC

Jonathan is Director of Strategic Partnerships at Private College 529, responsible for developing and enhancing partnerships that elevate the Private College 529 brand and support strategic growth initiatives.

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 will have no bearing on the admission application process.

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