Partner Solutions - Helping Clients Plan for Higher Education Expenses

Online Webinar  
Wednesday, October 06, 2021 3:00 PM - 4:00 PM   iCalendar Eastern Standard Time

This is a Partner Solutions webinar sponsored by Private College 529 Plan.

Presented by: Jonathan Sparling, Director of Strategic Partnerships; Gail Holt, Dean on Financial Aid at Amherst College
1 NAPFA CE in A – Financial Planning Process and 1 CFP® CE
Member: Free; Non-Member: Free

This webinar will help financial advisors provide meaningful guidance to parents worried about how to afford college for their children. Given the limited time frame to save for college, many advisors recognize the importance of saving early and often, and starting when children are young.  During this webinar, advisors will learn about tools and resources to help their clients pay for college, including saving, financial aid eligibility, and thoughtfully helping their children select a school that is right for them.

Learning Objectives:

  • Discover how much a family would be expected to pay for college
  • Understand current trends in college financing, including how financial aid eligibility is determined
  • Learn how families can reduce college expenses by planning and saving

Speaker Bio:

Jonathan is the Director of Strategic Partnerships at Private College 529 Plan.  In his role, he is responsible for developing partnerships that elevate the Private College 529 brand and support strategic growth initiatives.  Prior to joining PC529, Jonathan held several roles at MEFA, American Student Assistance and started his career working in the financial aid office at Worcester Polytechnic Institute.  Jonathan is a member of several professional organizations, including the Association for Financial Counseling, Planning and Education (AFCPE).  

Gail Holt is Dean of Financial Aid at Amherst College.  She provides strategic direction and leadership for Amherst’s comprehensive, fully need-based financial aid program, meeting 100% of demonstrated need without loan.  Amherst College is "need blind" — applying for financial aid will have no bearing on the admission application process. She also sees the college funding side from the perspective as a parent of a new college freshman. Holt is a graduate of Boston College and earned her master’s degree from Boston University.

About Private College 529:

Private College 529 Plan is the only federally authorized 529 prepaid tuition plan that allows families to save on the cost at hundreds of private colleges by locking in current tuition and fee rates – guaranteed by the participating institutions. No matter how much tuition increases over the years, or how volatile the financial markets are, account owners lock in current rates that can be used at any of the nearly 300 participating colleges and universities in the Plan.

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