Year End Strategies for Maximizing Your Financial Eligibility – Dec. 2013 Webinar

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Year End Strategies for Maximizing Your Financial Eligibility – Dec. 2013 Webinar

On December 12th, Road2College hosted a Webinar with Fred Amrein, a nationally recognized college funding expert. Fred presented an overview for approaching the process of understanding  how to finance your child’s education.

2013-2014He explained the federal methodology for how FAFSA calculates a family’s EFC (expected family contribution) and compared that to the factors used in the institutional method.  The institutional method is used by colleges to determine merit and financial aid that colleges provide (in addition to federal aid), taking information from the CSS Profile form.  One of Fred’s most valuable suggestion is to create a 4 yr plan forecasting all your families college costs, estimated aid, # of children in colleges, and financial needs external to paying for college.  You’ll be surprised how helpful this can be and will give you a better overview of how to make changes to maximize the best use of exiting funds and potential aid. You can see more videos from Fred at






Debbie Schwartz is former financial services executive and founder of Road2College and the Paying For College 101 Facebook group. She's dedicated to providing families with trustworthy information about college admissions and paying for college. With data, tools and access to experts she's helping families become educated consumers of higher ed.


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