Content Provider
Cornerstone

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Self-Study CPE
CREDITOR PROTECTION FOR YOUR BEST CLIENTS
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What Every CPA Should Know About Funding College Without Sacrificing Retirement

WHAT EVERY CPA SHOULD KNOW ABOUT FUNDING COLLEGE WITHOUT SACRIFICING RETIREMENT

Available Date(s)
Thursday, February 16, 2023: 10:00AM EST
Friday, March 03, 2023: 9:00AM EST
Tuesday, March 28, 2023: 10:00AM EDT
Thursday, June 29, 2023: 10:00AM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This course will discuss the best ways to save for college, how to reduce out-of-pocket expenses, and the overall cost of college.

Learning Objectives:


  • Summarize the "ins and outs" of the financial aid system and learn how to maximize what your student can receive

  • Identify myths and avoid common errors that can cause you to overpay for college

  • Recall how to obtain discounts from colleges even if you may not qualify for "needs-based" financial aid

  • Define how to develop a comprehensive college plan with proven strategies and financial alternatives to meet your family's unique goals and cost requirements

  • Determine how to find the best college match for your child

Cornerstone

Jodi is a college funding and retirement expert and the founder of Cornerstone College Solutions. She and her team have helped hundreds of families, with children of all ages, to navigate the nuances of college funding by educating about the process. She works collaboratively with families to develop comprehensive college plans with tailored strategies to address their overriding concerns about how to pay for college without jeopardizing retirement and provide financial alternatives to meet each family's unique goals and cost requirements. Jodi is a Certified College Funding Specialist (CCFS), has spent 13 years in the financial services industry, and with three college-aged children, has first-hand experience of the college funding process. She holds an MBA from Columbia University and is frequently responsible for educating certified public accountants to earn their continuing professional education credits in college planning. She has been sponsored by over 65 organizations and institutions to educate families about the important aspects of college and retirement planning, maximizing need-based and merit-based aid, savings and tax-mitigating strategies, and the diversification and protection of assets. Jodi is committed to helping to make planning and saving for college less stressful for families of all income and asset levels, identifying ways to reduce the cost of college, and lessening the financial burden for families to send their children to their dream schools. Jodi recognizes that sending your children to college is your utmost priority... Enabling you to do so financially is hers!

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • 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.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Cornerstone
We guide families through the challenging college planning journey and explore each family’s unique financial situation and goals. Our specialists help families pay less for school, take on less debt and pay for school without jeopardizing retirement