top of page
af3881e829afeefbc054f9aac5cf3c8fcc737ada.jpg

College Planning Workshops

Learn how to beat the college at their own game and discover proven strategies that help families send their students to college without going broke.

College planning specialist presenting financial aid strategies to families

A Smart First Step in the College Planning Process

College planning has become more complicated, more competitive, and more expensive than ever. Many families feel overwhelmed by the amount of conflicting information available and aren’t sure where to begin.

Our workshops provide a clear, practical introduction to the college planning and financial aid process. In a short amount of time, you’ll gain valuable insights into how admissions and financial aid decisions are made—and how your family can create a financial game plan that allows you to only pay your fair share of the college bill.

These workshops are led by experienced College Planning Specialists who have helped families navigate the college process for over 32 years.

Group of parents learning about college financial planning

Why Families Attend Our Workshops

A clear picture of what is possible when you follow a plan.

  • Get a clear overview of how the college planning process works

  • Learn strategies that can help reduce the cost of college

  • Discover how financial aid and scholarships really work

  • Avoid common mistakes that cause families to overpay

  • Understand how to help your student stand out in admissions


Reduce stress and gain confidence about the college journey


Student celebrating college acceptance success

What You’ll Learn

  • How to choose colleges that are most likely to offer strong financial aid packages

  • How some families pay less at private universities than state schools

  • What factors impact your Student Aid Index (SAI) and financial aid eligibility

  • How to pay for college without draining retirement savings

  • Strategies to reduce your out-of-pocket college costs

  • How to build a customized college plan for your family

bottom of page