4.23.26 (27+)

Register Below

Webinar Details: 

College costs can feel overwhelming—whether you have a junior already considering or a younger student you’re trying to prepare for.

Join experts as they share some of the behind-the-scenes strategies we usually reserve for our full-service families. These are the things we wish every parent knew before making big financial decisions.

⚠️ This session will not be recorded so if you want access to these strategies, you’ll need to attend live.

We’ll cover:

💡  How to Present & Value Assets — 529s, real estate, rentals, and small businesses
📓 Your School List — how to identify competing colleges (with examples)
🆚 Custodial vs. Non-Custodial: Whose Information to Use
🏫 Appeals: Types, Timing & Key Strategies
💰 Verification: What Colleges Ask For & What They’re Really Looking At
🏦 Student Loans: Where to Borrow & When
🧑‍🧑‍🧒 A real look at how we guide families behind the scenes 

Whether you’re already working through the forms or planning ahead for a high-school freshman, you’ll leave with more clarity, more confidence, and a much better sense of what to do next. This is a session you don’t want to miss.