Presentation:
Financial Strategies to Pay for College and the Strategic Use of Student Loans
Speaker:
Heidi King
Education & Partnerships
College Inside Track
Date/Time:
Wednesday, April 9th
11:45 am to 12:45 pm (note the earlier time)
Location:
Virtual through Zoom
This presentation is awaiting approval for 1 CFP CE!
About the Presentation: The two scariest parts of the college process are figuring out how to pay for it, and then having that conversation with ones child.
We will provide an overview of how you can help your clients develop a family philosophy and budget for college, educate them on how different student loans and scholarships work, and review the major financial aid changes that are taking place in 2025.
Join a national expert, Heidi King, from College Inside Track, to learn valuable tips on one of the most important decisions -- and purchases -- your clients will make in their lives. This session will provide essential information to help your clients navigate the college search process with confidence.
Objectives of this presentation include:
- 3 key pillars of finding right-fit schools
- Tuition and cost to attend college
- Determining family strategy to pay for school
- FAFSA, merit scholarships and their differences in financial aid
- Loans and guidelines for debt
- 529 information
About the Speaker: Heidi King, from College Inside Track, speaks nationwide about the college search processes, educating families, and training financial advisors and other professionals who work with families that have high schoolers.
The college search has become increasingly complex, and the complexities are challenging to understand. Heidi is passionate about dispelling myths that cost families money.
Heidi has contributed to articles in Yahoo! Finance as a subject matter expert in college planning and was a featured speaker at Morningstar Headquarters on the college process for financial planners.
Heidi is excited to connect with organizations interested in learning about the complex college search process. And she is no stranger to the college process, as she recently went through it herself with her two sons.
