Helping Clients Plan for Higher Education Expenses - NAPFA and CFP Credit

A-Financial Planning Process

Jonathan Sparling & Gail Holt

Published: 10/6/2021

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

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 Bios:

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.

1 NAPFA CE in A – Financial Planning Process will be posted in your NAPFA CE record after successful completion of the associated quiz. In addition, NAPFA will upload your self-study credit to the CFP Board of Standards within 2 weeks.

This is a recorded webinar from October 6, 2021.

After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.