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.
- 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
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
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
1:00 pm – 2:00 pm ET
12:00 pm – 1:00 pm CT
11:00 am – 12:00 pm MT
10:00 am – 11:00 am PT