Many clients who have a child about to go to college often have questions surrounding the financial aid process. We'll track the process from completing financial aid forms to the commitment to attend a college. This process can span a year or more, during which the family will visit and revisit colleges, complete applications, complete financial aid forms, receive acceptance letters, receive award letters and even appeal awards. Knowing the whole process is important in helping the client understand the financial aid process.
Upon completion of this course, participants will be able to determine:
when students should apply and what type of application they should submit;
when financial aid forms need to be submitted;
the different is between an admissions letter and an award letter; and
how to appeal an award letter.
Financial aid process: College financial adviser and completing applications
Colleges applications: Using an education consultant to determine college, deadlines, essays, college visits
Once accepted: Acceptance vs. award letters and appeal letters
Designed For: CPAs, CFPs, lawyers and personal financial planners.
Advanced Prep: None
Speaker: Gary Carpenter, CPA, CCPS
Field of Study: Management
CPE Credit: 2 hours
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.