Meeting Details

Tuesday, May 10, 2016
11:30 am - 1:30 pm

Topic:

College Planning: How to Make College More Affordable
& Ensure Student Success 
 

Speaker(s):

Tanya Steinhofer, CFA, CFP®
Principal, Redwood Grove Wealth Management

Gael Casner
                  Educational Consultant & Owner, College Find                 

 

Thank You to Our Meeting Partners:

 

    

Program Description:
Many people know that qualifying for financial aid can bring down the cost of college, but there are more subtle ways to reduce the cost of college for families and more importantly, ensure their children’s success. Financial planner Tanya Steinhofer will provide a quick review of the financial aid process for those curious about acronyms like FAFSA, CSS, EFC and COA, along with a few tips on how to improve a client’s chance of getting need-based financial aid. Then, college consultant Gael Casner will share her approach to college admissions planning that helps students identify, apply to and gain acceptance at the “best fit” colleges and universities. Attending the right college or university can increase the odds that the student will be happy and stay at that school and also increase the odds that he or she will graduate on time. Improving student satisfaction and on-time graduation rate can significantly reduce the cost of college for families and ensure the long-term career and life success of the children.

Speaker Bios:
Tanya Steinhofer, CFA, CFP
Principal, Redwood Grove Wealth Management
After bouncing around the investment industry for over 15 years, Tanya finally found her calling as a financial planner helping families with young children and single women. She really likes calling the shots and not working for “the man”, so she has done everything possible to build an efficient, sustainable practice that allows her to balance work she loves with a life outside of work. While she may not have been quoted in every publication on the planet, she is definitely over-educated for what she does, with an MBA from Berkeley, CFA and CFP designations. She’s also done her part to “pay it forward” with leadership roles in her local FPA chapter and CFA Society. If you are a Facebook friend of hers, you’ll notice she loves mountain biking, skiing and having fun with her husband and two young kids.

Gael Casner
Educational Consultant & Owner, College Find
Gael Casner is a California-based educational consultant who specializes in customized college guidance for students in the US and abroad. Over the past fourteen years, Gael has helped hundreds of students identify the best college matches in order to maximize the number of acceptances.  She produces a monthly newsletter for clients throughout the U.S. and abroad, as well as for other independent counselors. Gael is also a past recipient of the Newsday Service Award for Arts/Education and has spent six years on the Board of Directors (President and Past President) of the Higher Education Consultants Association (HECA), a national organization that serves almost 1,000 independent educational consultants.

Meeting Agenda:
11:30 am - Registration & Networking
12:00 pm - Announcements & Sponsors 
12:15 pm - First speaker, Tanya Steinhofer
12:30 pm - Second Speaker, Gael Casner
1:15 pm - Q & A    
1:30 pm - Closing Remarks

	Members	Non-Members
Early Bird Registration (Ends May 6, 2016)	$50	$75
Regular Registration (After Mat 6, 2016)	$70	$95

 

You may register online after May 6, 2016, however, you will be charged the Regular Registration price. Online registration closes at midnight, May 8, 2016.

*This topic has been approved by the CFP Board for 1.0 hour of CE credit. 

Register Now!