Broker Check

Join us for insights into the college financial aid process

Upcoming Workshops:

Date: Wednesday, May 19 2021

Time: 6:30pm-7:45pm PDT

Location: Webinar

Click here to reserve a spot!

Date: Wednesday, June 2 2021

Time: 6:30pm-7:45pm PDT

Location: Webinar


What you can expect when you attend our workshop:

We'll discuss the FAFSA form and all the other information you need to understand in order to maximize the amount of financial aid you are eligible to receive!

Even if your family isn't eligible for need-based aid, we will cover the best strategies on how to pay for college in the most cost-effective basis - without it putting a strain on the rest of your finances.

In this workshop, you will learn about:

  • Increasing your college-related tax deductions and tax credits
  • Picking colleges that will give you the best financial aid packages
  • Sending your child to an expensive private university for less than a state school
  • Paying for college in a failing economy without relying on 529 plans, expensive private student loans or raiding your retirement accounts
  • Getting ahead by developing a customized plan to meet all the college costs you will incur as a family
  • Reducing your "out-of-pocket" costs and getting the maximum amount of money from each school for every school

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