Join us on 5/29 at the Union Bluff in York, ME for a deep dive into the dollars, data, and decisions behind college planning. From understanding financial aid formulas to selecting the best college to calculating ROI, our expert speakers will give you the tools you need to help guide your clients through one of their biggest financial decisions.

Happy hour and networking to follow. 4 CFP CEs pending approved.

Agenda
10:00 – 10:50 Registration
10:50 – 11:00 Welcome Remarks
11:00 – 11:50 Kim Clark, Journalist – How much do you really need to save for college?
11:50 – 12:00 Partner Shorts
12:00 – 12:50 Todd Weaver, Strategies for College – Utilizing the Three Pillars of College Planning – Optimizing the Academic, Social, and Financial “Fit”
12:50 – 1:00 Partner Shorts
1:00 – 2:00 Lunch & Time with Partners
2:00 – 2:50 Jack Wang, Wealth Advisor – What You Don’t Know About College Financial Aid Can Hurt Your Clients
2:50 – 3:00 Partner Shorts
3:00 – 3:50 Cozy Wittman, College Inside Track – The ROI of College – Thinking About the Value of a College Degree
3:50 – 4:00 Raffle Giveaway
4:00 + Informal happy hour, social networking Union Bluff Pub
Register Here