"Cracking the Code: Affordable College Solutions"

In this roundtable you will receive information to help your clients understand options for college funding including:

• The Big Beautiful Bill: How do recent changes affect financial planning.
• Demystifying Financial Aid: Help you understand the complex financial aid system.
• Student Aid Index Insights: Find out how it's calculated and what it means for your clients.
• Maximizing Savings: Explore how to effectively use 529 plans, Education Savings Accounts, and other tax-efficient tools.

Presented by Jodi Bloom, a Certified College Funding Specialist from Cornerstone College & Wealth Solutions. With her vast expertise, Jodi has empowered countless families and guided CPAs and estate planning attorneys to successfully navigate the often confusing world of college funding. She and her team plan for the cost of college in ways to ensure that it is incorporated into the broader scope of retirement and legacy planning.

COST: No charge! Must be a PEPC Member to attend. 

No continuing education credits will be offered for this program.