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Smart College Funding

Planning for college financial aid is vastly different from retirement and college savings planning. Financial aid in the US is not aligned with the IRS code, though it relies on tax reporting. To fund college smartly, it pays to understand the US financial aid system, where it applies, and the options available for families that do not qualify for that aid due to income and asset restrictions. In this course, professionals will learn how the Expected Family Contribution (EFC) is calculated and used and why it is the key measure in aid planning. The professional will leave with a clear understanding of the system and some techniques they can use to help their clients navigate the overwhelming and, often confusing, road to college.

Speakers:
Gregg Schlaudecker, CLU, ChFC - Emerald College Planning LLC
Ken Carlyle - CEO,  Next Top Recruits
Sandy Shelton, CPA - Dodson Shelton Nelson

2hrs CE
When:
Tuesday, November 13, 2018, 7:30 AM until 10:00 AM
Where:
Starmount Forest Country Club
1 Sam Snead Dr
Greensboro, NC  27410

Additional Info:
Event Contact(s):
Gregg Schlaudecker
Category:
Membership Meetings
Registration is required
Payment In Full In Advance Only
Cancellation Policy:
Our catering order is due three business days before our events. Please make sure to cancel by 1030am Friday for Tuesday's meetings.
No Fee
No Fee
$50.00