Everything You Need To Know About The FAFSA


The live version of this workshop has passed, but you can still purchase the recording! You’ll receive a link to the recording in your sales receipt.


Each year the Free Application For Financial Student Aid (FAFSA) becomes available for families to access and fill out on October 1st. Families are encouraged to fill out the FAFSA as close to October 1st as possible, in order to ensure students do not miss out on government grants and aid that are limited and given out on a first come, first serve basis.


To help families be prepared we’re hosting this workshop, lead by Luanne Lee, a certified College Financial Planning Specialist with over 13 years of college planning experience in the financial services industry.


Here’s a sample of the topics included in this workshop:

  • What documents and information you should have on hand to fill out the FAFSA?
  • Who needs to create a FAFSA id and electronically sign the FAFSA?
  • Are there situations when you shouldn’t use IRS Data Retrieval Tool?
  • What is the SAR?
  • How is your EFC calculated and what factors have the greatest impact.
  • Backup documentation to have in case you are selected for verification.
  • Common mistakes and how to avoid them.
  • Step by step walk through of the online form.

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If the FAFSA is free, why is there a charge for this?

This is a fair question. The FAFSA is free to file, just like your tax forms. But as with taxes, people sometimes feel they want more expert help. Everyone family’s situation is different. For more complex situations or if it’s your first time filing, you might want extra help to ask questions and get more personalized attention.


We’ve priced this workshops to make them as reasonable as possible. The workshop is meant to educate people on the form, the process, what impacts Expected Family Contribution and also give participants a chance to submit questions to a college funding professional, who would normally charge an hourly rate of $150 or more.