College Application & Financial Aid by Dr. Zhong (CFP) 06/18/2016

Congratulations for this year’s high school seniors and their parents. Most local high schools are celebrating graduations this week or next. When asking the High School seniors and families, what the most important factor for their success, most say it is planning. It is never too early to plan.

From this seminar, we will learn more about FAFSA filing, per statistics, more than 85% of FAFSA were not filled out accurately. Due to some misconception, many parents think they do not qualify for financial aid. Some family does not even fill out the FAFSA. But do you know? Stanford announced that family with AGI $225,000 and below, can qualify for financial aid. Do you know for seniors going to college in the fall, there maybe still some room to negotiate with school for financial Aid? To avoid costly mistakes, come to learn from the experts to plan right, plan early. From this seminar, we will also learning the great services provided by one non-profit institution.

Key Topics:
1) FAFSA just had two major changes
2) How to Maximize the need based financial aid?;
3) Investment vehicles for college savings
4) Is 529 a good educational plan?
5) Non-profit institution services details:
• College Funding Strategies
• College Selection Assistance
• Application Process Assistance
• FAFSA Guidance
• GPA Enhancement Assistance
• Curriculum Planning Assistance
• Career Planning Assistance

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