College Aid Planning Associates, Inc.

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Establishing A College Financial Aid Planning Practice

September 15th, 2008 Albany, NY

Please email us for registration information.
plaurenzo@capainc.com

Seminar Highlights

Session I

Financial Aid Overview-PowerPoint "Financial Aid Night" Presentation
Critical Information For Effective Planning

Determining Aid Eligibility
Aid Timetable
Thorough understanding of need analysis
Federal Aid-Title IV
Institutional Aid
Dependency
Single, separated, divorced, remarried parents
Section 529
Education Tax Incentives

Session II

2008-2009 Financial Aid Updates

Session III

The Client Interview

Educating Parents
Evaluating a tax return
Estimating taxes
Keeping it legal
Need analysis software
Case studies

Session IV

Marketing

Existing Clients
Promoting Seminars
Interacting with guidance departments
Effective Advertising
Referrals
Subsidiary Business

Session V

Completing Financial Aid Forms

Line item instruction
FAFSA On The Web
The CSS Profile

Session VI

Materials and Administration

Overview of necessary forms (included in seminar materials)
Recommended procedures for client administration
The National Financial Aid Practitioners Alliance

Schedule

The seminar is one day for returning attendees (Alliance Members) and 1.5 days for new attendees. The hours are 8:00AM to 4:30PM day one, and 9:00AM until 12:00PM day two. A continental breakfast is provided each day and lunch is included on day one.

What College Aid Planning Associates, Inc. Will Give You

Knowledge base to competently advise your clients
The expertise to complete financial aid forms
The marketing tools to immediately start your own practice
Comprehensive seminar workbook
Copy of Peter Laurenzo's book
Copies of our newspaper display ads, internal forms and brochure for your replication
Your own PowerPoint slide show seminar presentation
2009-2010 Need Analysis software
A system that is proven
Full-year membership in the National Financial Aid Practitioners Alliance

Accepted for 7 continuing education CFP Credits.

Here's what our "past graduates" had to say...

"This ranks among the best workshops I've ever attended and trust me I've endured through a multitude of them in the last 18 years - The instructor was outstanding!" D.G., CA

"I have heard nothing but praise and excitement from each of those who attended. From the timely manner of the sections-to the content of each section-to your abilities to teach in a manner that is very understandable, the list goes on." W.B., PA

"It was a lot more and better than I expected and I feel I had high expectations, a great value for the money paid." T.B., VA

Securities offered through GWN Securities, Inc.
11440 Jog Road
Palm Beach Gardens, FL 33418
(561) 472-2700
Member FINRA & SIPC

College Aid Planning Associates, Inc. and Laurenzo Fiancial Solutions are not affiliated with GWN Securities, Inc.

©2008 College Aid Planning Associates, Inc. All Rights Reserved.