COLLEGE PLANNING
& STUDENT SERVICES
To get started on your plan for college, attend one of these free college planning workshops today. Whether your student is a freshman in high school or a freshman in college, these workshops are sure to get you on the Smart Track™ to college planning.
FINANCIAL PLANNING
FOR COLLEGE
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RETIREMENT PLANNING
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Fit Your Schedule
Easy to manage modules you can do at your pace.
Improve Your Chances
Proven to help students improve their scores.
Designed by Experts
We understand the college financial aid process.
Information-Packed Modules
The Right College for the Right Price
Learn how to manage the cost of college regardless of your family income. Even if you are a high-income earner, you may be surprised to find out that you could still be a candidate for need-based aid. Discover how to build a college list by searching for colleges base on maximizing merit and/or need-based aid.
Financial Forms
Become familiar with how to complete the FAFSA and CSS/PROFILE in a way that will maximize aid. Learn common mistakes and avoid making this the dreaded part of the process.
You’re Accepted, Now What!
Are you wondering what to do next now that you have been accepted? Learn how to analyze financial aid award letters and develop strategies to reach out to colleges and get more aid. Also, learn what needs to be done to finalize acceptance and financial aid.
Paying for College
Learn the most efficient way to pay and/or borrow for college. When should you use what resources? How do you qualify for the lowest loan rates? Learn about tax loopholes regardless of your income.
College Planning Technology
Through this tool, you and your family will be able to:
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Project the potential costs of colleges on your child’s list
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Calculate estimated financial aid and Expected Family Contribution
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Load and store documents for safekeeping and easy access
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Determine the best way for your family to pay for college
More Features
Video Lessons
Follow along as we walk you through the concepts and coach you on how to find the colleges that are a financial fit for your family.
Technology Support
Video lessons on how to use your college planning financial tools to get the full benefits of our program.
Access to Office Hours
There will be ongoing monthly office hours to support you, answer questions, and discuss timely topics. Just show up!
On Going Access
Need a refresher? Go ahead and rewatch the modules and access links and handouts.