Free On-Demand Webinar With CFP® Professional John Williams
What This Webinar Covers
The college planning process is stressful, confusing, and – if done wrong – financially devastating. But it doesn’t have to be that way. In this recorded session, financial advisor John Williams, CFP®, shares four essential strategies every parent must know to avoid overpaying for college and protect long-term financial goals like retirement.
You’ll learn:
- Why parents – not students – should head the college selection process.
- How to uncover a college’s true cost, not just the sticker price.
- The five types of financial aid – and which you should prioritize.
- How to tell if your child will qualify for need-based or merit-based aid.
- How to use tools like Net Price Calculators and EFC (Expected Family Contribution) analysis.
- The “PEGS” system: price, EFC, graduation rate, and starting salary.
- Why private colleges may be more affordable than public ones.
- How to avoid costly mistakes like picking the wrong school or missing FAFSA deadlines.
Who Should Watch This Webinar?
- Parents of high school juniors or seniors
- Families beginning the college selection and financial aid process
- Anyone concerned about the cost of college and avoiding excessive student debt
The High Cost of Not Planning
Without a strategy, many families:
- Take on excessive student loans
- Tap into retirement savings
- Choose schools based on misleading rankings
- Miss out on aid opportunities they didn’t know existed
The average tuition discount at private colleges is over 60% – but only for those who plan and negotiate wisely. Don’t leave thousands of dollars on the table.
Resources: Download the College Cost Planning Fact Sheet | The Expected Family Contribution (EFC) for Financial Aid Eligibility | How to Use Net Price Calculators | The Nation’s Most Generous Colleges | Bautis Financial College Planning Hub | Bautis Financial Learning Center | Bautis Financial: (862) 205-5000
Have Questions?
Every family’s situation is different. If you’d like personalized guidance, schedule a complimentary consultation with a Bautis Financial advisor.
Meet Your Instructor
John Williams, CFP®
Wealth Advisor at Bautis Financial
John has helped dozens of families align their financial plans with their education goals. As a CERTIFIED FINANCIAL PLANNER™, he brings insight, tools, and a fiduciary perspective to help clients avoid common mistakes and make smart college funding decisions.
Bautis Financial LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Crypto Week in Congress: A Pivot Point for Digital Assets?