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. It was titled, “How to Incorporate College Planning Into Your Practice” , The journal’s editor reached out to various thought leaders in educational funding as the April issue focused on this topic. The Journal of Financial Planning is a member magazine for over 23,000 financial planners.
More and more clients are expecting their financial advisors to provide advice on college financial decisions. Fred addresses this complex issue and gives insights into developing a college funding approach for financial planners.
A college funding solution will require the advisor to review:
- Financial Aid positioning
- Family timeline
- Debt structure
- College saving plans
- Tax strategies
The below presentation is only available to FPA members at this time. The webinar held on April 13th discussed how to incorporating college funding into your practice. Visit OneFPA.org
College Funding: Answering the College Affordability Question
April 13, 2 to 3 p.m. ET
1 CFP CE
Topics covered in the webinar include:
• Financial aid positioning
• The importance of cash now and debt structure
• Proper use of college funds
• Grandparents’ role in the process
Also, hear Fred Amrein speak at the FPA Annual Conference-BE Baltimore, where he will present one session on college planning: “The Most Efficient Ways to Save and Pay for College”. Visit FPA-BE.org to learn more.