Best College Planning Strategies For The COVID Era

Thank you to the Financial Planning Association of Central Florida for the invitation to speak last week at its 32nd Annual Symposium in Orlando, Florida! The symposium always attracts a large group of financial planners, investment managers, and related experts.

I was invited to present on “COVID Clarity: Best College Planning Strategies for a Pandemic World.”

The COVID pandemic has disrupted higher education as we know it as colleges continue to struggle with lockdowns and online learning.

Yet, paying for college is one of the most important goals on every parent’s wish list. They understand that college opens the door to lifetime opportunities for their child. College carries a big price tag, but promises a significant boost in a grad’s lifetime income.

In my presentation, I discussed the best college planning and payment strategies to help families minimize costs and anxiety in today’s uncertain pandemic world. We are happy to share our expertise on Prepaid, 529, and other college planning techniques with our clients so we can help you make college a “stress-free” exercise!

Special alert for Florida families:
Open enrollment in the Florida Prepaid Plan is happening now!
Visit the Florida Prepaid site for more details and information on special incentives. Open enrollment runs until April 30. A Florida Prepaid College Plan allows families to lock in college plan prices and prepay, on a monthly or lump-sum basis, the future cost of college tuition, fees and, optionally, dormitory housing.


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