Incorporate College Planning Into Your Practice

Fred Amrein is doing a series of events for the Financial Planning Association. The series of events include articles for their Journal of Financial Planning, webinars on different college funding issues and presenting at their national conference in September.   This is the first article written for the FPA which appeared in the April issue.…

College Affordability Maximizing Your Resources

The Pennsylvania 529 College Saving Plan will be hosting a webinar titled College Affordability: Strategies to Maximizing Your Resources.  It is part of their National College Savings Month Programs.  The webinar is free and open to the public.  There are two live sessions on Wednesday, September 23.  The times are at 12:00/noon and 6:00 PM.  It…

College Smarts

Jerilyn Klein Bier from the Financial Advisor Magazine recently quoted Fred Amrein in her article titled, “College Smarts”.  In this August, 2015 article, the author discusses the current stress of the college admission race.  Jerilyn Klein Bier discusses the length families go to get an extra edge during this admission process. Fred is one of…

529 Conference

Uncovering the Most Effective Strategies for College Financial Planning Growth September 28-30, 2015 Fred Amrein will be a panelist for the national 529 Conference in Orlando, Florida.  As a panelist Fred will discuss the proper use of 529 plans by advisors within the college saving market.  Invited to the conference are state agencies, treasury officials, 529…

Camera, lights, action

In the May, 2015 NAPFA Advisor issue, Jennifer Lazarus wrote an article titled, “Camera, lights, action”.  In this article Fred as well as several other NAPFA members shared their experience on how they use electronic media, specifically videos in their practice.  Fred uses YouTube and has his own channel called EFC PLUS.  The EFC PLUS…

HECA Conference 2015

This week I traveled to Cincinnati, Ohio to speak at the 2015 national HECA Conference on the college admission and value decision. The Higher Education Consultants or HECA is an organization of independent educational consultants who do college planning with high school students. They support high school students and parents during the path of transition…

NAPFA College Planning Symposium

Fred Amrein will be a speaker for the NAPFA 2015 Midwest College Planning Symposium.  Come join Fred on June 25, 2015 in Chicago, Illinois and learn more about paying for college.  Fred will be describing the EFC PLUS Matrix which will show families how admissions and financial aid come together.  Click here for more information on…