September 2016 Luncheon Meeting

Advanced "Late Stage" College Planning - Helping Middle- and High-Income Parents Reduce Their Out-of-Pocket College Expenses

Speaker: Deborah Fox

Meeting Description

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.

1.5 hours CE has been granted for this session by the CFP Board.

Speaker Biography

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. Seventeen years ago 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.

Pricing and Registration

Advanced pricing is available through September 5th: FPA Members and First Time Visitors: $40 Non-Members: $60

After September 5th:
All Members and Non-members: $60

Online Registration is open through Monday, September 5th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm Tuesday, September 6th.