Program Overview:
Many families have saved for college, but most haven’t saved enough to cash flow college. Even families who have saved well, often don’t have a strategy for how they want to use the money. In this session, we discuss how families can build a family strategy for paying for school, what key questions they should be working through, how student loans can be a strategic part of the plan, and how scholarships play a role in offsetting the cost of college.
Learning Objectives:
- How to identify four key areas families can use to create their family philosophy/strategy for paying for college
- How to identify key mistakes families make when paying for college
Featured Speaker:
Cozy Wittman leads the education and partnerships for College Inside Track, an organization that helps families navigate the college process and find the right fit. She is considered a national subject-matter expert on late-stage college planning and trains financial professionals around the country on strategies they can use to better serve clients. In addition to being a featured speaker at financial services conferences and high schools, Cozy is a mom of five kids with very different goals for college, so she is no stranger to the college search challenge.
Registration Fee: $0 FSP Members | $59 Non-Member
Note: This webinar is $0 for FSP Members. Visit the Member Resources page (log-in required). Not an FSP member? Join now.
Archive: The archive recording will be available after the webinar in your FSPgo account (on the My Account tab).
CE Credits: There are no CE credits available for this program.
Educational Level: Intermediate
Time:
6:00 pm – 7:00 pm ET
5:00 pm – 6:00 pm CT
4:00 pm – 5:00 pm MT
3:00 pm – 4:00 pm PT
Note: This webinar was originally broadcast live on August 18, 2022.
