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