College Saving Webinar

A common question parents get from relatives involves suggestions for gifts for our children. What do they want or need?   I don’t know if you are like me, but in the past I usually responded by suggesting a toy, clothing or gift certificate to a store.  Reflecting on this question now, after paying for college…

College Funding and Student Loan Advisor Certification Program

College Affordability LLC, the owner of EFC PLUS software, is pleased to announce the launch of a comprehensive college funding and student loan advisor certification program.  As college affordability and student debt has become a growing concern for more families, financial advisors need more information to solve this problem. According to a recent FINRA study,…

September is College Saving Month

September is College Saving Month and Fred Amrein will be presenting one of the free educational webinars for the PA 529 Savings Plan program.  PA Treasury is hosting these free webinars to promote College Saving.  Fred Amrein will be one of the industry professionals who will present the free webinar on College Affordability: Strategies to…

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.…

Prior Prior FAFSA

The Department of Education announced a major change to the financial aid process.  It is called the Prior Prior FAFSA year.  It is an effort to simplify the financial aid process, specifically for lower income families.  The process will only be used for the Federal or FAFSA financial aid methodology at this time.  This new…

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…

Unused 529 Money

What happens if a parent has leftover money in their child’s savings plan account?  Are there options available for this leftover money?  This may not occur often but there are some cases in which a family may unexpectedly have unused money in their college student’s 529 account.   How can this happen?  Your child may end…