Redirecting to cart, please wait...
You have items(s) in your cart.
Many clients with a dependent preparing for college are asking about financial aid. Follow the steps from completing financial aid forms to selecting a college. The process can span a year or more. It may include family college visits, completing applications, revisiting certain colleges, completing financial aid forms, receiving acceptance/award letters and submitting award appeals before committing to a college.
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.