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Financial Aid Event: January 15, 2014

on January 7, 2014 in Alerts, Paying for College

financial aidCollege Financial Aid – The Best Kept Secret in America (CFA402)

This course will enable participants to understand how the college financial aid system works, so they can use this information to lower their clients’ college costs. The formulas used to determine how families can qualify for financial aid will be reviewed, as well as how to use income and asset strategies to lower the cost of college for families, whether they qualify for financial aid or not.  529 Plans, GET credits, student loan options and how to identify colleges that give the most aid will be addressed.  As a result of this course, participants will have an exceptional understanding of the financial aid process.

If participants are not a member it is best for them to call the CPA society directly at 425-644-4800.  And if they are not a CPA, they will get the member price ($110).


Wednesday, January 15, 2014
8:00AM – 11:30AM (sign in begins at 7:30AM )
WSCPA Learning Center Room 2, Bellevue
Paula A. Bishop, CPA, MBA

$110 WSCPA Members and Non-CPAs (Discount of $-30), $140 for CPAs that are Non-Members of the WSCPAs

Designed for:
CPAs, CFPs, lawyers, financial professionals, families with college bound students and college admissions counselors.

What is college financial aid?  An insider’s view of the financial aid system: sources and types of financial aid, where it comes from, how it is disbursed, how it is calculated and how to help clients qualify.  The financial aid process: a step-by-step analysis, including the FAFSA and PROFILE application forms. Income strategies that increase financial aid eligibility; Asset strategies; Pros and Cons of 529 and Prepaid Tuition Plans; Professional judgment: how to negotiate a better deal from the college; How to maximize the new education tax laws; How to identify which colleges give the most aid.

Understand how the financial aid system works, so that informed decisions can be made on how to fund college costs and not jeopardize retirement goals.

Call CPS Society at 425-644-4800 for details.

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