Navigating College Funding Complexities For Advisors and Their Clients

Are you ready for the webinar? 
Ensure you have your individual sign-on link handy.  

Check your email: You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. 

Check your calendar: You can also find your individual sign-on link within the downloadable calendar invite for the webinar. 

Still can’t find it or something not right? Reach out to us directly as members@kitces.com and we can assist you. 

Tuition inflation, Department of Education changes, and new financial aid rules continue to make navigating the world of higher education to be a challenge for clients as they attempt to help their students reach their academic goals while minimizing the associated costs.

In this webinar, Joe Messinger shares key updates to the college funding landscape for 2025 while touching on the issues families commonly face when planning for education expenses. He explains the potential impacts of changes to the Department of Education, changes to financial need calculations, financial application filing for divorced parents, and the use and limitations of 529 plans. Joe highlights how advisors can assist clients throughout this college planning process, – saving time, frustration, and money.

During this webinar, advisors will learn how to:
- Discuss the current landscape for college funding, considering increased college costs and changes to the Department of Education.
- Explain the financial aid process, including how need-based financial aid is calculated.
- Evaluate how the new financial aid rules may impact client college funding opportunities.
- Highlight key differences between the FASFA and CSS Profile and evaluate which may be most advantageous for clients.
- Outline the limitations of 529 plans to fund education expenses.

Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite for the webinar.

Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.

For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.

For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.

All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.

Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible. 

Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.