Margolis & Bloom Presents
Reducing the Cost of College: Estate and Financial Planning Considerations
with Gregg Cohen of Campus Bound
Gregg Cohen is founder and President of Campus Bound, a company that assists high school students and their families navigate the college search, application and financial aid process. In his role, he personally supports hundreds of families each year with obtaining grants and scholarships. His in depth knowledge of the financial aid systems used at hundreds of colleges enables families to maximize their financial aid. He has appeared in multiple media outlets including Fox-25 and WBZ-TV. He maintains a passion for helping individuals reach their optimal outcome with this important personal and financial investment. Gregg is also the co-founder of Career Bound, a company that helps college students launch their careers.
The exorbitant cost of college has a major impact on an individual’s finances and estate plans. Gregg will review the financial aid system and how families can maximize the amount of aid that they will receive. He will also address estate planning pitfalls to avoid in order to reduce the cost of college. This includes a review of how trusts and 529 plans are considered by colleges.
Seating is limited and registration is required.
Lunch is provided.
Register Now! If you have any questions or concerns, please do not hesitate to contact me.
Sincerely,
Elizabeth Stepakoff
es@margolis.com
617.267.9700
www.margolis.com