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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WORKSHOPS & SPEAKING EVENTS
We are available as guest speakers for community organization meetings, high school classes, middle/high school parent meeting, high school career and college nights, private or public high school youth organizations, and corporate lunch and learns. We present to both large and small groups.
UPCOMING WORKSHOPS
There are currently no public workshops scheduled.
We would still like to talk with you so please contact us or schedule a consultation.
SPEAKING EVENTS
Here are some of the topics that we typically address:
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Paying for College without Sacrificing All Your Other Financial Goals
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Understanding Financial Aid & Saving on College Cost
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Solving the College Funding Puzzle
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Student Positioning-Preparing for What Lies Ahead
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Choices...What Makes a Difference
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Getting the Most Out of Your College Search and Visits
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Financial Aid Forms & Student Loans
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Understanding Standardized Testing
We enjoy conducting workshops. If you would like to know more about how we can help you or your organization please fill out the Inquiry Form.