1. Successful Education Planning Strategies Featuring Michael J. Youmans, Ph.D., Founder of College Prep Express & Daniel Friedman , CEO of Wealth Management Group of NA, LLC
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6. Getting Real About Financial Aid Source: Alliance Bernstein, College Savings Crunch Survey (2006) Parents overestimate scholarship and grant money children will receive Scholarships and grant money are less available for the average family compared to 10 years ago What Financial Aid Administrators Say: Even parents who have the means to pay for college are looking for ways to reduce or avoid costs My children are likely to have unique or special talents that will enable them to receive scholarships What Parents Believe: 72% 92% 75% 66%
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8. 529’s? What are they? Section 529’s are named for a section of the IRS code. They are sponsors of state governments.