Live Workshop Each Tuesday @ 6:30 p.m. Central
The Roadmap to a Debt-Free Degree & a Secure Retirement
Join our free live webinar to learn how to make the net cost of college zero by retirement. This event is live every Tuesday at 6:30 PM CT. Register now to secure your spot!
Register For Our Free Educational Workshop On Zoom!
We're not only going to show how to save thousands off the cost of college, but we'll also show you how to recover college expenses and keep college costs from knocking a huge dent into your financial life!
What Our Workshop Delivers
Are you staring at the staggering cost of college, wondering how you’ll ever pay for it without derailing the retirement you’ve worked so hard to build? This is the single biggest financial concern for millions of parents. The good news is that you don't have to choose between your child's future and your own!
Our free, information-packed webinar is designed to give you a step-by-step roadmap, showing you exactly how to fund a college education while keeping your financial future secure and intact. Navigate the complex world of admissions and financial aid, implement a plan to find the right school at the right price, and use our unique cost-recovery model to protect your assets. Get started with College Plus Retirement!
What You Will Discover in Our Workshop
This is not a generic financial lecture. It's a focused strategy session designed to address the specific challenges faced by middle to upper-middle-class families. We pull back the curtain on the college funding industry and provide insights you won’t find elsewhere. Throughout the session, we will cover the three critical pillars of successful college planning:
Finding the Right College at the Right Price: We’ll show you how to look beyond the brand names and sticker prices to identify high-value institutions that are a great academic fit for your student and are historically generous with financial aid.
Unlocking Maximum Financial Aid and Free Money: Learn how to strategically position your finances to qualify for the most aid possible, including navigating the FAFSA and CSS Profile, and uncovering merit-based scholarships you might have otherwise missed.
Implementing an Expense-Recovery Plan: Discover the financial tools and techniques that can help you recover the costs of college by the time you retire, effectively making the net cost zero.
De-Stressing the Admissions and Financial Aid Process
For most parents, the financial aid system feels like an intimidating black box. The endless forms, confusing acronyms, and hidden rules can feel designed to make you fail. Our webinar cuts through the noise and simplifies the entire process. We’ll explain the key differences between need-based aid and merit-based aid, show you how your income and assets are actually calculated, and reveal common mistakes that can cost your family tens of thousands of dollars. You'll leave with the clarity and confidence needed to navigate this critical step successfully.
Why Learn from College Plus Retirement?
You're here because you already know the standard financial advice won't work for your family. You don't need another lecture on savings plans; you need a strategy. This is where we come in. College Plus Retirement was built from the ground up to solve this exact problem. We are specialists with a proprietary 'cost-recovery' system designed specifically to help families like yours turn the college liability into a secure retirement asset.
We Are Specialists, Not Generalists
We are not general financial planners who occasionally "dabble" in college funding. Our entire practice is built around one single focus: the complex intersection of college funding and retirement planning. This allows us to understand the nuances of financial aid formulas, asset allocation, cash-flow strategies, wealth distribution, and tax implications that most advisors overlook.
We Use a Proprietary "Expense Recovery™ Model
You will not find our "expense-recovery" strategy in a standard financial textbook or from a traditional advisor down the street. It is a proprietary, proven financial engineering system we developed in-house. This model is the engine that allows us to help families turn the crushing liability of college costs into a performing asset.
Our Results Are Proven and Verifiable
This isn't just a theory; it's a proven practice with a strong track record. We have successfully guided hundreds of middle and upper-middle-class families—just like yours—through this exact process. In the webinar, we don't just talk about the strategy; we show you real, anonymized case studies so you can see the tangible results.
This is a 100% Educational Workshop
Our workshop is a 100% educational event, not a veiled, high-pressure sales pitch. Our primary goal is to empower you with high-value, actionable strategies that can fundamentally change your financial future. We are confident that when you see the power and logic of this approach, you'll understand its value without us having to "sell" you.
What is the "Expense-Recovery" Model?
Our "expense-recovery" model is a financial engineering strategy designed for families who won't qualify for significant aid but can't just write a check for college tuition. Instead of the traditional focus on "saving," we focus on "recovering." We build a multi-year plan that aims to recapture every dollar spent on tuition by repositioning those funds to work for your retirement, not against it. It’s an advanced college financial strategy that turns the tuition liability into a long-term asset.
Who is This Strategy For?
This strategy is engineered for middle to upper-middle-class families who have been told they "make too much to qualify for aid." If you feel forced to choose between raiding your retirement savings or burdening your child with massive debt, this webinar will show you a third, better option. This is the financial strategy you haven't been shown.
Beyond 529s: A Smarter Financial Approach
Traditional college savings plans like 529s are often insufficient and can even penalize you in financial aid calculations. We explore alternative strategies and financial vehicles that work with your retirement investment plan, not against it. Discover how to make your money work twice as hard for both goals!
The Power of Our Financial Engineering Process™
This is the game-changing concept that sets our approach apart. Traditional advice tells you to simply save more in a 529 plan, but this strategy is often inefficient and can even work against you when it comes to financial aid. We introduce you to "financial engineering"—a sophisticated method of restructuring your finances to be more efficient. By minimizing taxes and stopping the unnecessary transfer of your wealth to financial institutions, you can create a pool of money that funds tuition and is then systematically recovered, allowing you to replenish your retirement accounts. This isn’t a magic trick; it's a smart, proven financial strategy that we will explain in clear, understandable terms.
How Our Financial Engineering Process™ Works
This isn't about saving; it's about smart financial leverage. We analyze your entire financial profile to find opportunities—cash flow, assets, and retirement goals. This allows us to use specific financial strategies to leverage your existing assets, letting you pay for college while simultaneously compounding growth for retirement. It's a strategy of repositioning your wealth, not just spending it.
The Problem with Traditional College Advice
Most advice focuses on minimizing the cost (FAFSA, scholarships) or simply saving more. Our approach is different. We focus on recovering the cost. Our webinar will walk through why traditional methods fail families with solid incomes and what our financial advisors specializing in student loans and college funding do differently.
Your Path to Confidence and Financial Control
Attending our webinar is an investment in your family's long-term security. We believe that with the right knowledge, you can eliminate the stress and anxiety surrounding college costs and replace it with a sense of empowerment and control. Our goal is to give you a clear advantage and a proven plan for success.
Expert Dual Perspective: We are both college planners and experienced financial advisors, offering a holistic view you won’t find anywhere else.
Actionable Advice: You will walk away with concrete, practical steps you can implement immediately.
Retirement-Focused: Our number one priority is ensuring your nest egg remains safe and continues to grow.
Proven Success: The strategies we teach have helped countless families achieve their college funding goals without sacrificing their own.
Clarity and Simplicity: We break down complex topics into easy-to-understand concepts.
Register Today for Our Next Free Educational Workshop
Don't let another day of worry go by. Take the first and most important step toward securing your child's education and your own financial freedom. Spots are limited to ensure a high-quality, interactive experience for all attendees. Register for our next free workshop on college planning and retirement planning today!