The FAFSA Simplification Act - What Every Advisor Needs to Know

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5/11/2023
5:00 PM - 6:00 PM
San Diego C

The FAFSA Simplification Act will make sweeping changes to an already confusing and complex financial aid process. With great change comes great opportunity. Join this session to learn what challenges the new law of the land creates for families and more importantly the planning opportunities that advisors need to understand to help clients get the most financial aid and cut the cost of college.

Learning Objectives:
1.    Learn how the FAFSA Simplification Act will impact college students and their families 
2.    Determine how to help your clients find schools that will give students merit scholarships even if they are high net worth
3.    Project a family’s financial aid and out of pocket cost at individual institutions
4.    Understand the key differences in the federal and institutional formulas used to determine a family’s needs based on financial aid eligibility
5.    Learn insights from what’s happening inside financial aid offices across the country
 

This session is sponsored by the NAPFA Foundation.