ARE YOU COSTING YOUR MINOR CLIENTS FINANCIAL AID? Learn the key issues to consider for every minor settlement!

Registration

Schedule:

Tuesday, January 15, 2019

12PM PACIFIC

(3:00 ET / 2:00 CT / 1:00 MT )

Duration: 75 minutes

  • $99 for Eagle Member
  • $119 for Members and Staff

Already Registered?

Refer to confirmation e-mail for connection instructions.

Summary

Emerging Topic
In this informative session, you will learn how ignoring this issue could end up costing students thousands of dollars and the answers to the following questions:
What does college really cost? How does Financial Aid work? How are settlements counted when determining a family’s EFC (Expected Family Contribution)? What are the options available? When should the topic be discussed?

Agenda to include:
• Get to know FAFSA- Free Application for Federal Student Aid
• Using your EFC (Expected Family Contribution) to estimate the “net-cost” of college
• What are the options for a Minor Settlement?
• Designing Payments for optimal results
• Considerations for Ivy leagues or Private School
• Process for a Structured Settlement


Presenters

Julie Robinson
Settlement Advisor - Ringler Associates
Julie started her career in financial services in 1992 with AXA Advisors. She honed her expertise in financial aid issues when she traveled the country with a college planning expert, training financial advisors on college planning issues while a wholesaler for Thrivent Financial. Julie joined Ringler six years ago and works out of the Seattle office providing settlement planning services for cases involving minors, trusts, complex cases and structured attorney fees.

How To Attend

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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). Registrants in jurisdictions not listed below will receive a Certificate of Attendance/Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant attending the live program at their own computer and phone.

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WA


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Registration

Schedule:

Tuesday, January 15, 2019

12PM PACIFIC

(3:00 ET / 2:00 CT / 1:00 MT )

Duration: 75 minutes

  • $99 for Eagle Member
  • $119 for Members and Staff

Already Registered?

Refer to confirmation e-mail for connection instructions.

Tell a Colleague!

Questions?

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