Women & Finance Knowledge Circle: Major Changes to the College Process in 2024

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SECURE Act updates have introduced significant changes to the college financial aid process in 2024 that will require new planning strategies for both parents and grandparents.

New this year are rules around the 529 plans and other college contributions, how multiple students in college are treated, financial aid for divorced families, and more. Certain middle- and upper-income families will qualify for less financial aid as a result and will need to plan differently.

Colleges have also shifted their admission and scholarship policies to favor certain criteria. Learn about these changes to help families successfully navigate the process and minimize debt. Mom's usually drive the college search so this will be need to know info for your clients as they begin their students' search process!

Cozette Wittman

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 to find right fit and save money. She is considered 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.