1. Welcome! College Admissions and Funding Night www.capstonecollegepartners.com 2029 Riverside Drive Columbus, OH 43221 (614) 754-7805

2. What are parents’ top concerns today? Fear parent death before children are grown Saving for retirement Job security Saving and paying for college

4. Ideas for successful admission

5. Tips for the Financial Aid process

6. Review the EFC Formula calculation used for determining financial aid

7. A few examples of what “not to do” financially

8. Case Studies – Example of financial aid candidate Example of a non-aid candidate

10. Our parent company:

11. Registered Financial Advisory firm in Ohio

12. Members of FPA & NICCP

14. Advanced Designations –

15. Certified College Planning Specialist

16. Chartered Life Underwriter

17. Chartered Financial Consultant

18. Published articles on College Funding

19. Financial Planning Week in The Columbus Dispatch

20. Parent Magazine

21. Associations –

22. Ohio Commission for Personal Financial Education

24. Bachelor’s degree: $40,000

25. Master’s degree: $52,000*U.S. Census Bureau, Current Population Survey, Annual Social and Economic Supplement

27. 6 Stepsin the college admissions and funding process 1. Build your college resume 2. Identify and apply to prospective schools 3. Apply for financial aid 4. Analyze financial aid offers 5. Choose school and accept award 6. Strategies for covering shortfalls APPLYING FINANCIAL AID PAYING FAMILY CONTRIBUTION All part of a Comprehensive College Admissions and Funding Plan

28. Families have two choices: Go it alone, but to achieve a best outcome you will require: Time - Effort Expertise Patience Or seek help and support from qualified experts TO BE USED SOLELY IN CONJUNCTION WITH THE PROFESSIONAL ADVICE AND COUNSEL OF A QUALIFIED FINANCIAL ADVISOR