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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.

Register for Workshop

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.

Contact Us or Schedule an Appointment

Event List

SPEAKING EVENTS

Here are some of the topics that we typically address:

Paying for College without Sacrificing All Your Other Financial Goals
Understanding Financial Aid & Saving on College Cost
Solving the College Funding Puzzle
Student Positioning-Preparing for What Lies Ahead
Choices...What Makes a Difference
Getting the Most Out of Your College Search and Visits
Financial Aid Forms & Student Loans

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.

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