This past year has resulted in some of the most significant changes to the college planning process in decades. Helping families navigate the college process was complex before the pandemic, and then schools changed admission policies, there was a massive overhaul of the FAFSA, and colleges changed their financial aid policies under threat of an antitrust lawsuit.
Late-stage college planning is now a milestone topic, yet one most advisors know relatively little about. In the post-COVID-19 world, families will have even more questions but many of the previous best practices no longer apply. Financial professionals are in a prime position to provide significant value. A must-see.
You Will Learn
- How the pandemic has changed the college admission process
- How financial aid rules have changed and how that affects both parents and grandparents
- New strategies to help clients effectively plan for college and maximize the amount of financial aid they receive
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: $199
Archive: The archive will be available in your FSPgo account (on the My Account tab).
CE Credits: There are no CE credits available for this program.
Note: This session was originally recorded at the FSP Institute on February 1, 2022.