Print Page   |   Contact Us   |   Sign In   |   Join
Financial Aid Forms (4152999A)
View Registrations Tell a Friend About This EventTell a Friend
 

Completing financial aid forms can sometimes be a long, cumbersome and sometime confusing task, given the different types of aid available and whether aid qualifications are met. Learn how to best guide your clients in this process by first realizing that every family should complete the forms no matter what their financial resources are. We'll discuss the federal FAFSA (Free Application for Federal Student Aid) and the CSS Profile, as well as review case studies to help you understand the forms

9/25/2015
When: 09/25/2015
12:00 PM - 2:00 PM
Where: Webcast/Webinar
Presenter: Gary Carpenter, CPA, CCPS
Contact: April Deneault
801-834-6634


Online registration is closed.
« Go to Upcoming Event List  

Completing financial aid forms can sometimes be a long, cumbersome and sometime confusing task, given the different types of aid available and whether aid qualifications are met. Learn how to best guide your clients in this process by first realizing that every family should complete the forms no matter what their financial resources are. We'll discuss the federal FAFSA (Free Application for Federal Student Aid) and the CSS Profile, as well as review case studies to help you understand the forms.

  

Objectives:

Determine who should file financial aid forms and why.
Identify what forms have to be filed and when.
Determine the necessary information to provide and why one form will ask for certain information and another will not.

 

Major Subjects:

Forms: Free Application for Federal Student Aid (FAFSA), CSS Profile and other college financial aid
Parent and student information, and financial information, you report
Deadlines

 

Designed For:

CPAs, CFPs, lawyers and personal financial planners.
 

Prerequisite: None


Advanced Prep: None

  

Speaker: Gary Carpenter, CPA, CCPS

Vendor: CalCPA

Field of Study: Management

Level:  Overview

CPE Credit: 2 hours

Acronym: FIAF

 

Registration Fees:

Members: $70

Nonmembers: $94

 

Meet the Speaker:

Gary Carpenter, CPA, CCA, is the owner and president of College Planning Services, a provider of college planning strategies and seminars based in Syracuse, NY. He is also co-founder of the CollegeLOAN Evaluator. Carpenter has provided continuing professional education courses in college planning and financial aid for various state CPA societies.
Carpenter is co-author of College Financial Planning for Any Income Level. He has been quoted in the Wall Street Journal, Washington Post, Kiplinger’s Personal Finance, AARP Magazine, Money, Financial Advisor and on MSNBC and CNBC. He is the executive director and co-founder of the National College Advocacy Group (NCAG). A member of AICPA and the New York State Society of Certified Public Accountants (NYSSCPA), he is chair of the Personal Financial Planning Committee for NYSSCPA.

Membership Management Software Powered by YourMembership.com®  ::  Legal