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Annual Conference 2020 Rewind: Interpreting Financial Aid Award Letters - Creating Transparency for Families

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Imagine looking at homes or vehicles and obsessing over their details, only to then be told you had to provide your income and assets and THEN the seller would get back to you on the price they were customizing only to you. Seems crazy right? Yet that is essentially how the college pricing model works. No purchase -- let alone one as significant in amount and impact -- is so vague and hard to understand. In this session you'll learn crucial details about how financial aid really works, the differences in institutional policies, and how to help clients decipher college financial aid awards.

  • Describe the difference between the Net Price and the Net Cost of college
  • Identify the key questions clients should ask colleges
  • Evaluate and determine missing parts of college financial aid awards

Cozy Wittman

Director of Education and Partnerships, College Inside Track

Cozy Wittman leads the education and partnerships for College Inside Track, an organization that helps families navigate the college process and assure right fit schools for students & families. She is a national subject-matter expert on late-stage college planning and trains financial professionals around the country on strategies they can use to better serve clients. In addition to being a featured speaker at financial services conferences and high schools, Cozy is a mom of 5 kids with very different goals for college so she is no stranger to the college search challenge.

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Annual Conference 2020 Rewind: Interpreting Financial Aid Award Letters - Creating Transparency for Families
12/03/2020 at 12:00 PM (MST)  |  60 minutes
12/03/2020 at 12:00 PM (MST)  |  60 minutes
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available