College Funding Advisors

College Funding Advisors 

you PLAN in advance; you UNDERSTAND the financial aid process; you ACT early enough to be successful.

This one night workshop presented by College Funding Advisors is a must for all parents of college-bound high school students, including freshmen and sophomores.
We will demystify the college financial aid process and teach you how to access the more than $100 billion in financial aid dollars, monies that are even available to “high income” families and business owners.
Strategies will be presented that will help you protect your assets by maximizing your eligibility for aid, effectively lowering your college costs.
You will learn the optimum time to set the strategies in place (Hint, best before junior year) and why if you wait until the financial aid deadline to file your forms, you may miss out on the full amount of aid you qualify for. You will also learn how to minimize the equity in your home.

Bring a calculator and a basic knowledge of your income, taxes and assets. A free comprehensive analysis will be provided for those attending the class.

Financial Aid goes to the families who plan in advance – ideally before December of the child’s sophomore year of high school. This course will teach you the concepts and strategies that will help you maximize your financial aid by understanding the process, and how implementing strategies may increase a family’s eligibility even if you have a “high income” or own a business. The greatest amount of financial aid goes to the families who act in the years before college. REMEMBER: Procrastination equals less financial aid. All schools are not alike, so it is important to know your options and opportunities. A free financial aid analysis will be available to all attendees. For more information please visit College Funding Advisors’ website at www.collegefundingadvisors.com.

Dates:  Wednesday, October 4th, 2017

Time: 6:30 pm-8:30 pm

Cost:  FREE     

Location: Clinton Parks and Recreation Building

*Please bring a calculator and a basic knowledge of your income, taxes, and assets*

What an attendee can expect to gain from our class

The attendee should walk away with a good working knowledge of:

1. how the financial aid system really works.
2. what their family needs to do and when in order to maximize their financial aid.
3. how the financial aid system assesses each aspect of their family’s profile when determining how much they can pay toward the cost of college

Unique feature of our class 

Each attendee gets a free Personal Financial Aid Analysis that will detail for them how the colleges currently assess their ability to pay their college costs, after which they can speak to the instructor to discuss their particular situation

Class Outline

• Introduction and Cost of College
• College Forms and Formulas
• Time line for Getting Aid
• Myths and Truths about Financial Aid
• What Constitutes Financial Aid
• The Financial Aid System
• The Financial Aid Formulas
• College Savings Plans (i.e.: 529s)
• The Home (Real Estate) and Family Strategy
• Questions and Answers

To download the registration form please click on the link below! 

College Funding Advisors Registration Fall 2017

To register online, please click on the link below, and log in or create a user name (link is on the left hand side of the RecDesk Page)

Online Registration

Checks should be made payable to the “Town of Clinton” and mailed to:
Parks & Recreation
560 High Street
Clinton, MA 01510

 About the Instructor:

Marcia Sullivan, a CERTIFIED FINANCIAL PLANNER™ Licensee, has been working in the financial planning industry since 1993. She began her career as a retirement planning specialist working for the Horizon Group. Her first association with College Funding Advisors was as a client. Marcia came to College Funding in 1998 after using their services to make a college education for her two children affordable. She has been happily presenting seminars and helping families navigate the financial aid system ever since.

Cancellations and Refunds:

What is the program cancellation & refund policy?

We will notify you if a program has been filled, canceled or changed. Clinton Parks & Recreation reserves the right to cancel or consolidate any program that does not meet minimum participation limits and is not responsible for any missed classes due to a participant’s inability to attend.

What if an individual class is canceled?

Every attempt will be made to reschedule a class that has been canceled due to inclement weather or instructor absence. In most cases, an additional week will be added to the end of the program to account for missed time.

How do I get a refund?

  • If a program is cancelled you will receive a full refund.
  • If you withdraw prior to one week before the start of class/session you will receive a full refund.
  • If you withdraw within one week of the start of the program or after the program starts you will receive NO refund.
  • If removed from a program due to behavior issues or misconduct NO refund will be issued.