Navigating College Planning, Budgeting and the New FAFSA Form | FREE for ISCPA members
Overview
This event is only available to ISCPA members. Not a member? Join today!
Highlights
- Overview of the Financial Aid Process
- Understanding how Financial Need is determined
- Major changes to the FAFSA form
- Insights into 529 plans, including those initiated by grandparents and their impact on aid.
- Strategies to help families save money.
Designed For
All CPAs.
Objectives
Paying for college has never been easy. Major changes in the Financial Aid application last year didn’t make it any easier. For parents, it can be a stressful and confusing process that has long-term financial implications. CPAs and other financial professionals are in a prime position to offer guidance and expertise to navigate this complex process for their clients and families. Erick Danielson, vice president of programs at Iowa College Access Network (ICAN), will join us for this informative Lunch + Learn session on late-stage college planning strategies relevant to you and your clients.
Leader(s):
Leader Bios
Erick Danielson
Erick started with the Iowa College Access Network at its inception in 1998. He is the Vice President of Programs which includes supervising the day-to-day operations of the ICAN locations throughout the state. Prior to working at ICAN, Erick was the Assistant Director of Admissions at William Penn College. He has served or currently serving on many educational organization boards including, the Iowa School Counselor Association, Iowa Association of College Admission Counseling and Iowa Association of Student Financial Aid Administrators. Erick works with many families each year, whether at presentations or one-on-one appointments, to navigate through the Career & College Planning and Financial Aid processes.
Member Price $0.00