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This course is designed to level-set what college financial aid is and what it is not. The webinar experts will discuss the factors that influence qualifying for financial assistance, the three different financial aid methodologies, and the pending changes to federal financial aid currently set to go into effect in January 2022.
This webinar will also dig into 529 college savings plans and discuss the different types of 529 owners and how those ownership types can dramatically impact financial aid results. Finally, the presenters will outline a brief case study demonstrating an ownership change of a 529 account and the actual monetary implications for financial aid.
Learning Objectives:
- Define financial aid
- List the different financial aid methodologies
- Recognize the currently proposed changes to financial aid and their impact on families
- Identify the impact that different types of owners can have on qualifying for financial aid
Vincent Sullivan
College Aid Pro
Director of Onboarding and Engagement
vinces@collegeaidpro.com
(720) 318-9765
Vince has worked in the financial services industry for his entire career, working for the past several years focusing on 529 college savings plans and helping people save, tax-efficiently, for the financial shock of college price inflation. Vince has also spent several years representing Mutual Fund, the insurance company, and retirement services firms in various sales, distribution, and back-office servicing capacities, helping advisors across the industry build suitable protection and investment portfolios for their clients.
Vince enjoys the challenges presented by organizing and prioritizing the near-limitless college selection and financing options available in the marketplace into a cohesive, customized plan for families of all types and in all stages of life. He brings a breadth of experience and a unique perspective to the college selection process due to his 30+ years in the financial services industry
Matt Carpenter
College Funding Services
Chief Executive Officer, Founder
mattc@collegeaidpro.com
(844) 237-4243 x700
Matt started College Funding Services (CFS) in 2005. It became Matt's mission to show other families how to avoid making similar mistakes in one of the most significant investments of their life. As College Aid Pro's Head Coach, Matt helps advisors learn how best to implement college funding within their practice for optimal success.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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