• Home
  • April Chapter Meeting (held 1 week later than normal)

April Chapter Meeting (held 1 week later than normal)

  • Wednesday, May 04, 2016
  • 2:00 PM - 5:00 PM
  • Rio Salado Community College Conference Center 2323 W 14th Street Tempe AZ

Registration

  • Timely RSVP deadline is generally the Friday prior to the meeting
  • Timely RSVP deadline is generally the Friday prior to the meeting
  • Timely RSVP deadline is generally the Friday prior to the meeting
  • Timely RSVP deadline is generally the Friday prior to the meeting

Registration is closed

Our Lifelong Learning Committee brings you:

"Your Client's Best Strategy to Save and Pay for College"


The biggest questions about sending kids to college:

1. Where could our child get into college and get aid™?
2. What is our best strategy to pay for college while saving for retirement?

Providing these answers requires specialized knowledge of college admissions, financial aid, tax, investing, and financial planning.
Please Note:   This meeting is being held at Rio Salado Community College Conference Center in Tempe

Program Description:

Paying for college wisely involves a lot more than saving for it and applying for financial aid. It requires the integration of college admissions, financial aid, taxes, investing and personal finance into a best strategy that helps parents preserve their assets while cost-effectively paying for college. 


Troy’s presentation will take you on a chronological journey through the accumulation (saving) phase of college planning and into late-stage college funding where there is a tremendous opportunity for advisors to truly set themselves apart and add real value to mass affluent parents who have assets and want to know their best strategy to pay for college and preserve those assets for retirement.


The presentation will focus on: 

  • Determining a child’s eligibility for need-based financial aid and academic scholarships
  • How a family’s expected contribution toward the cost of college is calculated
  • How assets impact college aid eligibility
  • What strategies to focus on when a client’s income is too high to qualify for need-based financial aid
  • College savings options
  • The cause of the student loan crisis and best practices for consolidation and refinancing
  • Tax and wealth management strategies that can help reduce the overall cost of college regardless of aid

Quick Facts

  • The most expensive colleges today cost $65,000 per year to attend.
  • With annual cost increases, the four-year sticker price at elite colleges is about $280,000 per child.
  •  At most top colleges aid is based solely on family finances; good grades won’t get students any aid.
  • Your child may qualify for aid at one university, but not at another.
  • How you position your finances before college can impact aid eligibility, taxes and retirement savings.
About Troy:  

Troy Onink is the Chairman and CEO of Stratagee, a firm that offers college planning advice to families and licenses college planning software to financial advisors. 


A nationally-recognized authority on paying for college, Troy is a contributor to Forbes where he writes the widely followed blog College Crossroads.  Troy’s blog at Forbes receives over 1.5 million unique visitors per year.


Troy is also a columnist for Investment News, and a contributor to Private Wealth, Financial Advisor, myStockOptions.com and NAPFA Advisor. He is regularly featured by Yahoo! Finance, Forbes Magazine, CNN/Money, Fox News, CBS, Savingforcollege.com, Plan Adviser and the Wall Street Journal.


For over twenty two years, Troy’s sought-after expertise has integrated college admissions, financial aid, taxes, investing and personal finance into a best strategy that helps parents preserve their assets while cost-effectively paying for college.


Financial Planning recently honored Troy as one of the Influencers in the financial planning profession. 

Be one of the first 25 to register and receive our VIP welcome!
____________________
Registration opens: 2:00 pm

Committee Shirtsleeves:  2-2:30pm
Chapter Business: 2:30 - 3:00 pm
Speaker Presentation: 3:00 - 5:00 pm
Social Hour: We invite our members to join our NexGen social this evening, from 5:30 - 7:00 pm - expected location: Old Town Tortilla Factory


This program  is approved for 2 hours of  CFP(R) and pending for 2 hours of AZ State Department of Insurance Continuing Education Credits.

FPA
of Greater Phoenix

480-483-9035
Vision:  The essential hub of our Financial Planning community.

Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
 
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283

info@FPAofPhoenix.org   
Copyright (c) 2017   FPA of Greater Phoenix                                          Terms of Use     Privacy Policy