Topic: College Planning 2024 - Update on FAFSA and other College Financial Aid Forms
Speaker: Annmarie Hatfield, Partner, College Inroads
Description: Discussion will cover Education Needs Analysis and Education Savings Vehicles. In addition, Annmarie will share all there is to know about FASFA, how the changes will affect your clients, and what financial planners need to consider moving forward. College costs (and ways to lower them), ROI on college, Education Needs Analysis and Education Savings Vehicles will also be discussed.
Learning Objectives: - College Costs and ways to lower them - College ROI - Types of Financial Aid for college - Changes to the FAFSA - Updated timelines for FAFSA - Needs Analysis - Education Savings and Gift Strategies
About the Speaker:
Annmarie Hatfield is one of two Partners at College InRoads and focuses on Sales & Marketing for the firm. College Inroads helps students figure out what to major in, where to apply, how to apply and how to pay less for college.
College Inroads has served more than 1300 students over the past 13 years.
Annmarie spends extensive time networking in the business community and in educating parents and students about the complex process of college planning through seminars and webinars. Her passion is in helping people and she excels at developing long-term relationships with her clients and their students.
Along with her business partner, Mike Davila, she has presented several times at industry and financial conferences such as HECA, NCAG and NAIFA.
Annmarie lives in the outskirts of Austin, TX (in the Lakeway area) with her husband Christopher (and their cat Sugar) and has 2 stepchildren. She is a Past Chairwoman of the Board of Directors for the Lake Travis Chamber of Commerce, Vice President of the Board for the Lake Travis Education Foundation and is Chapter Success Coach for BNI DFW in Austin.
She is a proud graduate from the University of Texas at Austin, where she received a BS in Speech Communications many, many years ago
Questions: Contact Sarah at admin@austinfpa.org.