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Videos

Thank you for taking the time to view our webinars. While there is a plethora of resources and information on the internet, we hope the content we have put together helps to make this process more time efficient and less expensive.

While the videos will serve to provide a high-level understanding of paying for college, a customized financial plan for your family could be the most effective tool for you.  To take us up on a free, no-obligation consultation, please click the button below to access our calendar.

Financial Planning for Young Professionals Webinar

Did you want to attend the Financial Planning for Young Professionals Webinar but weren't able to due to scheduling conflicts? Provided below is access to the webinar hosted by Financial Advisor, Kimberly Flynn. During the webinar, she highlights strategies related to the importance of credit, investments, employer benefits, and protection. The webinar is designed for young professionals as they navigate through the beginning stages of adulthood. Click the button below to view the webinar and should you have any questions, don't hesitate to reach out. 


Student Loan Forgiveness Webinar

Did you want to attend the Student Loan Forgiveness Webinar but weren't able to due to scheduling conflicts? Provided below is access to the webinar hosted by Financial Advisors, Craig Breitsprecher and Kimberly Flynn. During the webinar they discuss who is eligible, application timing, and preparation techniques. Click the button below to view the webinar and should you have any questions, don't hesitate to reach out. 


College Webinar Series

Section 1

As we introduce the concepts and strategies employed for college planning, we touch on the fact that financial efforts need to be coupled with open and honest communication about the cost of college relative to family finances.

Section 2

One of the biggest fears of the unknown for college bound families are the FAFSA and CSS Profile financial aid forms.  Here, we outline the steps to follow for accurate submission and strategy to assist with hypothetical questions

Section 3

The EFC is a keystone point in determining what universities you think your family would be able to afford for college.  In order to build a foundational understanding of this formula, we provide the formulas so your family can calculate your EFC.

Section 4

Noteworthy adjustments can be made to the expected family contribution depending on financial circumstances and ownership of assets.  Learn if your family can utilize any adjustments in this section.

Section 5

Financial aid by itself is a broad and misleading term.  Here, we easily break down the differences between grants, loans, scholarships, and work study so you can make informed decisions to finance your child’s education.

Section 6

Grants awarded by the government and colleges are not the only way to save money on the cost of education.  View this section to learn more about creative scholarships that can be used to create more opportunities for savings.

Section 7

Appeals can be one of the most powerful tools in reducing the cost of college regardless of family circumstances.  Watch this section to learn more about how to craft an appeal based on unmet need, unmet achievement, or inconsistences between similarly priced colleges.

Section 8

As you have probably surmised at this juncture, there are a lot of different subject matters at play with college planning.  To ensure you’re making the most of your opportunities, it’s important to work with a professional firm that has the expertise to help families balance cash flow, investment recommendations, tax strategies, and estate concepts.  Contact us today to schedule your free consultation and to walk away with customized recommendations for your family.