Financial Aid and Paying for College – What Advisors Need to Know

This topic focuses on how a financial advisor can help their clients with paying for college issues. The formulas used to determine how families can qualify for financial aid and how savings affect aid will be discussed. Ms. Bishop will address how to use income and asset strategies to lower the cost of college for families. Participants will learn concrete steps on how to determine what aid would be given to a family for particular colleges, whether need based aid or merit aid. Participants will also gain an exceptional understanding of the financial aid process that can possibly save their clients thousands of dollars.