Courses

STRATEGIES FOR COLLEGE/529 PLANS AND MORE is a 4-hour video conference (4 credits) led by Todd Weaver, MBA of Strategies for College, Inc. that has helped thousands of financial professionals understand the nuances of college funding, financial aid, and merit scholarships. Topics include the college financial aid eligibility formulas, how to determine eligibility for both federal and institutional financial aid, and how to strategize with clients about college costs and planning. Special attention is devoted to qualifying for non-need based aid (merit scholarships). Also, recent changes in the tax laws regarding 529 College Savings Plans will be discussed. The seminar is suitable for those practitioners who seek to understand this topic for use with clients as well as those who will have children of their own entering college within the next five years. Multiple case studies that model a range of incomes and net worth and how they are interpreted by the financial aid system are utilized.

This is a live, interactive Zoom video conference with Q & A throughout the seminar.