FREE Parent
College Planning Workshops

At our workshops, you will learn everything you need to know about applying to college in a fun information-packed setting. We will show you the most common financial mistakes parents in the middle and upper-income brackets make, and how you can pay for college without detrimentally affecting your retirement plans!

MIDDLE AND UPPER-INCOME
FAMILIES WILL LEARN…

  • How to dramatically increase your chances of getting “free money” even if you think you make or have too much money to qualify.

  • How the financial aid formula really works and why your financial planner and/or accountant may be costing you thousands a year!

  • What you can do right now to stretch your college funds to cover another semester or more of college costs.
  • Discover how UTMA, UGMA, 529, Coverdell, and several other types of accounts will reduce or eliminate your eligibility for aid and grant monies.
  • Understanding how your tax, rental property, business, and estate structures effect how much or how little in grants you get.
  • Know your college funding options that can be significantly more cost-effective, tax-advantaged and easier for you to afford.
  • How an exclusive private college may end up being the most inexpensive option for your child.

San Marino, CA

Wednesday, March 25th, 2020, 6:30 PM – 8:00 PM

Sam Mikhail

SAM MIKHAIL, CCFS®
Master Trainer & College Funding Expert

Sam Mikhail is the President of College Planning Advisors (CollegeMadeEasy.com). Sam has been active in college funding since 2006 as a financial educator, popular speaker, and national authority on the college planning process. His extensive experience includes business strategy, tax planning, and advanced financial planning and analysis.

Based in Los Angeles, Sam has helped thousands of families build college plans to fund and attend the finest universities in the U.S. His expert financial solutions, and funding strategies provide his clients millions of dollars in college savings each year.

LOCATION

San Marino Public Library

1890 Huntington Drive
San Marino, CA 91108

Valencia, CA

Wednesday, April 15th, 2020, 7:00 PM – 8:30 PM

Sam Mikhail

SAM MIKHAIL, CCFS®
Master Trainer & College Funding Expert

Sam Mikhail is the President of College Planning Advisors (CollegeMadeEasy.com). Sam has been active in college funding since 2006 as a financial educator, popular speaker, and national authority on the college planning process. His extensive experience includes business strategy, tax planning, and advanced financial planning and analysis.

Based in Los Angeles, Sam has helped thousands of families build college plans to fund and attend the finest universities in the U.S. His expert financial solutions, and funding strategies provide his clients millions of dollars in college savings each year.

LOCATION

Mimi’s Cafe

24201 Magic Mountain Pkwy.
Santa Clarita, CA 91355

OFFICE LINE

(818) 552-0800

EMAIL

info@collegemadeeasy.com

WORKING HOURS

10:00am – 5:30pm