Chapter Meetings

Upcoming Chapter Meeting:

FPA GHV Dinner Meeting

Tuesday, June 11, 2013

4:30pm - 8:00pm

Financial Aid’s New Math for the New Millennium

This program has been accepted by CFP Board for 3 CFP CEUs

Today, the pressure is on trying to figure which college might produce the “greatest return on investment.” Along with their acceptance offers, colleges will also proffer their financial-aid offers. No doubt, getting to the bottom line can be a mind-altering and dizzying exercise. Unfortunately, only about 10% of the nation’s roughly 6,000 colleges have adopted the U.S. Department of Education’s “Financial Aid Shopping Sheet,” which provides a standard format for evaluating costs, and performance. To make things even more confusing, some schools don’t even mention costs in their financial-aid award letters, while other schools cite only tuition & fees while ignoring transportation, textbooks and living expenses. Some schools even go as far describing loans as, “Financial Aid” - making things even murkier by omitting that the aid package includes federal loans to be taken out by the parents.

Helping to educate your clients in purely financial terms can help families make smarter decisions by zeroing in on factors such as net price after aid, graduation rate, job placement rates, and how much they might have to borrow. The speakers we have interviewed & selected for this meeting are experts in their respective fields, and well respected in their communities. All Financial Advisors will benefit from what is now being called – Financial Aid’s New Math for the New Millennium.

Speakers:

M. A. Kovler, CPA, J.D., PhD
College Tuition Reduction Services, LLC

Barry Cohen
College Tuition Reduction Services, LLC

Stephanie Goldberg-Mauro, CCPS
College Planning 101

During dinner, attendees will be furnished with a college funding scenarios case study for facilitated discussion and exploration of alternative remedies.

Click here for speaker bios.

MEETING LOCATION:

Sam's of Gedney Way
50 Gedney Way
White Plains, NY
Parking available behind the restaurant and in the municipal lot across the street.
Click here for directions.

Continuing Education Credit - This program has been accepted by CFP Board for three (3) CFP CEUs. You must stay for the entire session to receive credits.

ADVANCE REGISTRATION IS STRONGLY ENCOURAGED.

To Register:

Email your reservation to lori@fpaghv.org

or call Lori Somerville at 877-817-8400.

Click here to pay online by credit card.

Dinner Meeting Fees:

FPA GHV Local Dues/Season Pass Members
While there is no additional fee for this meeting for our Paid Dues Assessment (season pass) members, your RSVP is required.

FPA GHV Non-Local Dues/Season Pass Members & Other FPA Chapter Members:
$45 Advance
$55 at door, space permitting

Non-Members:
$55 Advance
$65 at door, space permitting
(At the door, check or cash only.)

FIRST-TIME PROSPECTIVE MEMBER GUEST POLICY!
First-time attendee guests must be prospective members to attend at the discounted rate of only $25 (advance registration required; payment of registration fee by cash or check only at door).

Cancellation Policy:
If we must cancel this meeting, an email will be sent to all registrants. If you are unable to check your email, call 877-817-8400. Except in unusual circumstances, we would know about the cancellation the afternoon before the meeting. If you need to cancel, let us know by 4:00 p.m. on Friday, June 7. There will be a $30 charge if you do not give cancellation notice.

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