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Completing financial aid forms can be a long, cumbersome and sometimes confusing task. Given the different types of aid available and if qualifications are met, learn how to best guide your clients in this process. Review the new filing dates for financial aid forms as well as discuss the Free Application for Federal Student Aid and the CSS Profile and its related IDOC form.
CPAs, CFPs, lawyers and personal financial planners.
Gary Carpenter, CPA, CCA, is the owner and president of College Planning Services, a provider of college planning strategies and seminars based in Syracuse, NY. He has provided continuing professional education courses in college planning and financial aid for various state CPA societies.
Carpenter is co-author of College Financial Planning for Any Income Level. He has been quoted in the Wall Street Journal, Washington Post, Kiplinger’s Personal Finance, AARP Magazine, Money, and Financial Advisor, and on MSNBC and CNBC. He is the executive director and co-founder of the National College Advocacy Group (NCAG). A member of AICPA and the New York State Society of Certified Public Accountants (NYSSCPA), he is a past chair of the Personal Financial Planning Committee for NYSSCPA.