WEBINAR: Unlocking College Financial Aid: Navigating SECURE Act Updates & Strategic Planning for Families

February 13, 2024

The March Inspiring Insights webinar for financial advisors dove into the seismic shifts occurring in the landscape of college financial aid. The SECURE Act updates of 2024 have ushered in profound changes, demanding a fresh approach to planning for parents and grandparents alike.

In this dynamic session, led by renowned education and partnership leader Cozy Wittman of College Inside Track, we explored the nuances of the revamped college financial aid process. From the intricacies surrounding 529 plans and other contributions to navigating the treatment of multiple students in college and addressing the complexities of financial aid for divorced families, we equip you with the insights needed to guide your clients through these changes.

Furthermore, we uncovered how certain middle- and upper-income families may find themselves qualifying for reduced financial aid, necessitating innovative planning strategies to mitigate the impact. Colleges have evolved their admission and scholarship policies, favoring specific criteria that can significantly influence a family’s financial strategy. Discover how these policy shifts can shape your clients’ approach to financing their children’s education and ultimately help them minimize debt burdens.

This webinar isn’t just about highlighting challenges; it’s about empowering you with actionable knowledge to assist your clients effectively.

Watch the replay to stay ahead in an ever-evolving college selection process.

Watch the replay here.

About Cozy Wittman

As Education and Partnership leader at College Inside Track, Cozy Wittman speaks nationally about college search, educating families, and training financial advisors and other professionals who work with families with high schoolers. College search has become increasingly complex, the nuances hard to understand; Cozy is passionate about dispelling myths that cost families money! She’s been featured in The Journal of Financial Planning on the subject of college planning.

Cozy is excited to connect with organizations and families interested in learning more about the complex college search process. She is a mom of 5 kids with very different goals for college, so she is no stranger to the challenges around college search.

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