Zoom Logo

5 Winning College Strategies (07-13-22) - Shared screen with speaker view
David Levy
22:47
Hi Lynn!
Tom O'Shea
23:06
Can you send the "Colleges that provide the most merit aid"?
Doug Pierce
23:42
Lynn's August 1-4 virtual workshop, Build a College Planning Niche That Attracts Wealthy Clients:https://www.horsesmouth.com/collegevirtual
Doug Pierce
24:40
Tom, are you a member of Savvy College Planning? If so, you can go to the Client References section of savvycollegeplanning.com to find it
Tom O'Shea
25:47
I am a member. Will do. Thanks!
Doug Pierce
26:45
https://www.savvycollegeplanning.com/references.aspx
Doug Pierce
31:52
Learn more about Savvy College Planning:https://www.horsesmouth.com/college
Doug Pierce
36:32
true
Tom O'Shea
50:12
I can't find any resources that speak to which colleges provide generous merit aid. Did I miss it?
Doug Pierce
51:32
There's the reference "The Ultimate List of the Nation's Most Generous Colleges" and "The Schools That Offer Students Full Scholarships" that sound like they're what you're looking for
Doug Pierce
51:41
https://www.savvycollegeplanning.com/references.aspx
Doug Pierce
51:56
Those are both listed on that page, but make sure you are logged into the site as a member to access.
Tom O'Shea
52:21
The "generous" article is financial aid, not merit aid.
Tom O'Shea
52:43
I can't figure out how to use the Excels spreadsheet for Full Ride scholarships
Tom O'Shea
52:53
do I call horsesmouth?
Tom O'Shea
54:06
i thought Lynn referred to schools that offer most generous merit aid?
Stasia Veramallay
55:30
Do you already know what the new FAFSA formulae are going to entail?
Tom O'Shea
56:41
i am okay on the FAFSA, because the client will complete it (and I also subscribe to CollegAid Pro) to get me the EFC. I would like to get more information on schools that offer merit aid
Doug Pierce
57:11
You could Tom, but I would make sure you are on the "Scholarships" sheet of the Excel doc, and then you can search for schools or other criteria you are curious about.
Doug Pierce
58:15
I'll make sure to ask Lynn your merit aid question during Q&A
Caleb Allen
01:00:21
Do you ever get into efficient distribution planning for college? For example, 529 qualified vs nonqualified expense planning, tax efficiency, etc
Tom O'Shea
01:01:39
thanks
Doug Pierce
01:03:15
Learn more about Savvy College Planning:https://www.horsesmouth.com/college
Doug Pierce
01:04:10
Lynn's August 1-4 virtul workshop, Build a College Planning Niche That Attracts Wealthy Clients:https://www.horsesmouth.com/collegevirtual
Sandra Dalton
01:04:22
how much is the workshop?
Jonathan Neher
01:04:34
I really want to do the workshop, but am not available for those dates. Any other dates you will be doing this?
Kyle Chuang
01:04:40
i just signed up on 7/1 but I paid $497….i should have waited for this session….
Doug Pierce
01:05:41
Workshop is 1,594 if you aren't a Savvy College Planning member, (membership is required, and 1,097 if you are.
Tom O'Shea
01:07:23
is there a list of schools that offer generous merit aid?
Doug Pierce
01:08:15
Kyle, call our member support: 1-888-336-6884 ext. 1 and see about getting the extra $50 discount you missed.
Tom O'Shea
01:08:57
thanka
Tom O'Shea
01:09:03
thanks
Doug Pierce
01:09:53
Jonathan, no other dates on the calendar yet, but we will likely do it again at some point (just nothing on the books yet)
Kyle Chuang
01:10:14
thanks. will do.
Tom O'Shea
01:10:49
is there a list of colleges with dollar amount of average merit aid?
Jonathan Neher
01:13:49
If I sign up and can't be on live for all times, will it be recorded so that I can view it at any time?
Doug Pierce
01:14:51
Yes Jonathan, all sessions are recorded and you have access for 60 days after the workshop ends I believe.
David Levy
01:17:03
If we order the Savvy College Planning membership, will we receive the newest versions of the publications and materials?
Doug Pierce
01:17:30
Yes
David Levy
01:18:16
Understanding these are being printed, Approximate date these might be available?
Scott Kawecki
01:18:23
Can we get a copy of the presentation deck today? I saw several slides I could use with current prospects.
David Levy
01:21:16
Interested in preview: dlevy818@yahoo.com
Doug Pierce
01:21:36
got it
Scott Kawecki
01:21:58
Thanks for the info...great stuff!