Events

We generously share these events and resources for you to learn more about maximizing scholarships and how we can help you save time, money and stress!

Retirement Scholarship Strategy Workshop

During this workshop I will teach you how to send your student to ANY school of their choice and get ALL of your money back during retirement using The Retirement Scholarship Strategy WITHOUT scholarships for financial aid.
We usually go for about 90 minutes and we will answer ALL of your questions.
This strategy works for the following families:
  • Families with High School or College Students who want to know how to pay for college without sacrificing retirement.
  • Families with no money saved for college
  • Families with enough money saved for college
  • Families with younger students and need a better way to save for college than using the traditional 529 accounts

During this workshop you will discover:

 

  • Why you shouldn't use a traditional 529 account to save or pay for college
  • Why you shouldn't use your cash flow or pay for college out of pocket
  • Why you shouldn't use your savings to pay for college
  • Why you shouldn't use whole life insurance to pay for college
  • Why you shouldn't use private loans to pay for college
  • Why you shouldn't use home equity to pay for college
  • Why you shouldn't use your retirement to pay for college
Request a recording

How to pay for college without going broke

Free virtual workshop for students and parents! 

 

Topics will include: 

  • How to maximize your potential to receive scholarships, grants and other forms of gift-aid
  • Why everyone, including those with six-figure incomes, should apply for federal student aid 
  • Why procrastination may cost a family thousands of dollars 
  • How to pick a college that is a good academic, social and financial fit
  • Why the SAT and ACT tests are so important and which one to take
  • Feeling lost?? We will outline the entire college planning process and provide you with a timeline for success.
  • See how our families are saving $50k+ per year on college

Understanding Financial Aid Applications: FAFSA, CSS Profile, and Institutional Forms

Join us to gain the critical insights and confidence you need to navigate the complex process of financial aid forms.  We'll go over in depth the FAFSA, the CSS Profile, Institutional forms, Verification and Compliance.  

 

We'll even talk about financial aid forms as it relates to divorce/separated families. 

 

This is an opportunity to maximize financial aid and scholarships by ensuring your forms are completed on time and accurately.  

Request the Recording