FPA East Bay Breakfast Meeting 8/6/14 

Most financial advisors are aware of college savings strategies to recommend to their clients; however many advisors have not had much exposure to the planning stage when parents have a child in high school and the focus needs to shift from how to accumulate funds to how to mitigate the upcoming college bills. This session will cover various academic, admissions, financial aid, cash flow and tax reduction strategies advisors can recommend to their clients to potentially reduce their out-of-pocket college costs by tens of thousands of dollars. While much of the information covered will be relevant to families at all income levels, there will be an emphasis on strategies appropriate for clients who will not qualify for much or any need-based financial aid. A case study will be presented to demonstrate the application and effectiveness of combining various strategies.

About Our Speaker

Deborah Fox has been a financial advisor in San Diego, CA offering holistic financial planning services for over 25 years. Deborah is also known as one of the leading college funding experts in the country.  She founded Fox College Funding LLC® as a niche practice to help guide families through the complexities of “late stage” college funding strategies and applying for college financial aid. Deborah also provides advanced college planning continuing education to financial advisors and tax professionals through Fox College Funding Academy.

Deborah is also the founder of Fox Financial Planning Network, which provides training and consulting to financial advisors on how to get systems and workflows in place for the delivery of their client services to increase revenues, work more efficiently and deliver consistent, exceptional service to their clients without working harder.

 Deborah is a sought out speaker for both public and professional groups such as the Financial Planning Association (FPA), AICPA, and various custodians and broker/dealers. Deborah has been widely interviewed and quoted in both local and national media such as: