Event Description

As the cost of higher education continues to climb, paying for college has become a much bigger strain on the wallets of American families. For this reason, a greater value has been placed on education planning. However, knowing how financial aid and education credits fit together is a challenge for the practitioner. Perhaps an even bigger challenge may be quantifying the education need in the first place, so that it can be incorporated into the financial plan. In this course, we will address these emerging areas of financial planning and give you tips to successfully navigating the education planning puzzle!

Objectives

– State how to calculate the education needs of a client. – Identify how financial need is calculated on the FAFSA. – Recognize the differences between the different education tax credits.