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Workshops

Register to join us at our in-person workshops

 “HOW TO CHOOSE THE BEST COLLEGE FOR YOUR STUDENT AND YOUR POCKETBOOK”

This will be a valuable class for all parents with college-bound students. The presentation will focus on high school Sophomores and Juniors (all grade levels are welcome). Parents, bring your students!
In this informal class you will learn:
  • How to help students decide which colleges they should apply to
  • What is the real cost of attending college - It’s much more than just tuition
  • How to attend a private college for a public college price
  • Busting financial aid myths - income too high, grades too low…nonsense!
  • What is your Expected Family Contribution (EFC) - what assets are counted and how to lower your EFC number
  • CPA’s and 529’s
  • The Higher Education Reauthorization Act and how to avoid IRS red flags when repositioning your assets
  • Who is eligible for Financial Aid - You’ll be surprised, in a GOOD way!
  • Learn about the different kinds of financial aid that is out there
  • How to maximize your student’s potential to receive scholarships, grants, and other forms of gift-aid
  • FAFSA the all important financial aid form
  • The Financial Aid forms you will fill out - CSS Profile, school-specific forms
  • Institutional Methodology – how colleges calculate aid differently
  • The Financial Aid calendar - when you start and what are the can’t miss deadlines • How to appeal a financial aid award if necessary
  • The Time Line for success - What families should do in 9th, 10th, 11th, and 12th grades
  • Why procrastination and mistakes on forms may cost your family thousands of dollars

Important: This class will discuss how families with an annual income of $80,000 - $400,000 received financial assistance to help pay for a college education!

Our free college planning class was recently featured on Good Day LA!

In-Person Workshops

Can't attend in-person? Join us for a free Webinar instead!

REGISTER for a live webinar
Our webinar are presented by Kim Ketterman, Gordon Sanchez, and Cole Duncan. Choose which rep you would like to register with to view the webinar times they have available.


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HQ Office in Torrance, CA
21515 Hawthorne Blvd, Suite #1025
Torrance, CA 90503
Office:  (424) 444-9150
Fax:  (424) 444-9154

San Diego Office
100 E. San Marcos Blvd. Suite #400
San Marcos, CA 92069
Office: 760.510.5958
Fax 888.456.8462

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  • Home
  • Services
  • About Us
  • FAQ
  • Workshops
  • Contact Us
  • Book a Speaker