Year-End Financial Review for College Planning Success
Upcoming
Fri, Dec 19th, 2025 08:00pm to 09:00 EST
The end of the year is the perfect time to take stock of your college financial plan—what’s working, what needs adjusting, and what steps will put your family in the best position for the year ahead. Whether you’ve been planning for a while or feel like you’ve fallen behind, this session will help you reset with clarity and purpose.
Ideal for families at all stages, this webinar provides a judgment-free space to reflect, regroup, and plan smarter for 2026.
In this session, you’ll learn:
⏰ Smart, time-sensitive financial moves to improve aid eligibility before year-end
🔄 How to adjust your college funding plan if family finances or college costs have changed
🎯 Strategies to set realistic savings goals and align planning across multiple students
🎁Bonus: All attendees will receive a Year-End College Financial Planning Checklist & Goal Setter—a downloadable tool to guide your next steps.
Led by expert college financial advisors, this session will provide a structured, proactive approach to closing out 2025 strong.
Ideal for families at all stages, this webinar provides a judgment-free space to reflect, regroup, and plan smarter for 2026.
In this session, you’ll learn:
⏰ Smart, time-sensitive financial moves to improve aid eligibility before year-end
🔄 How to adjust your college funding plan if family finances or college costs have changed
🎯 Strategies to set realistic savings goals and align planning across multiple students
🎁Bonus: All attendees will receive a Year-End College Financial Planning Checklist & Goal Setter—a downloadable tool to guide your next steps.
Led by expert college financial advisors, this session will provide a structured, proactive approach to closing out 2025 strong.