College Planning: Cut the Cost of College

Fall 2018

September 22nd – 9am to 11:30amWolf Law Building, University of Colorado Campus  

November 3rd: 9am to 11:30am –  Alfalfa’s Community Room, Louisville

Please call to let us know you will be attending 303-939-8766

or email patti@welchfp.com          

  • Identify strategies to maximize aid eligibility
  • Key differences between the CSS and FAFSA profiles
  • Optimal asset, income and tax strategies
  • Learn to strategically pull funding from your college accounts
  • Identify eligibility for tax credits and deductions
  • Coordinate financial support from extended family
  • Evaluate and select proper loans
  • Determine how to cover shortfalls
  • Set your teen up for financial success through honest conversations about college expenses.

College can be an important step towards financial success and a fulfilling career, provided tuition is handled in a way that supports the financial health of your family.

Let’s end the student loan crisis one family at a time. 

Registered advisor, securities offered through Registered Representatives of Cambridge Investment Research Advisors, Inc., a broker dealer, member FINRA/SIPC.   Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Welch Financial Planning, LLC and Cambridge Investment Research, Inc. are not affiliated.

Materials created by Capstone College Partners                                                                                           ©Capstone College Partners