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Hosted by FPA of Northeast Florida

Planning for College After COVID


Planning for College After COVID: What Financial Planners Need To Know Now: Mari Adam, CFP®, MBA, CRPC The COVID pandemic, and policy responses meant to relieve the financial distress caused by the pandemic, have disrupted many traditional aspects of higher education, ranging from how students apply to and attend college, how they qualify for financial aid, how they pay for college using plans like the Florida 529 Prepaid and Savings Plans, to how they borrow and manage payments under various student loan programs. That disruption is likely to continue as the new Administration considers tax, estate planning, and educational changes that could affect how financial planners advise clients to plan and pay for higher education, for many families one of the biggest financial expenditures they'll ever make. Learn what's new in the realm of college planning and strategies to help your clients adapt to the new reality of planning for college after COVID.Whether your practice is long-established or just beginning, you know is all about the clients. There is no business without clients, and all financial advisors must be experts in the art of finding new clients and engaging existing ones.

Application for continuing education has been filed with CFP Board.

Thursday, May 27, 2021
9:00 AM - 10:15 AM

Location
Zoom Virtual Event
   
 



Speaker Profiles

 

Mari Adam, MBA, CFP®, CRPC® is a Client Advisor and Branch Manager, Mercer Advisors and has been a Certified Financial PlannerTM professional since 1991. Mari founded and ran her own comprehensive wealth management firm in Boca Raton, Florida, for 25 years, and recently sold it to become part of Mercer Advisors.

After college, she served as a US Foreign Service officer with the Department of State both overseas and in Washington, D.C. before going back to school to complete an MBA in International Finance. She switched careers in her early thirties, after earning the CFP® credential, and worked at several wealth management firms specializing in financial planning and portfolio management.

She has been singled out to receive the Women’s Choice Award® for Financial Advisors and Firms for five consecutive years, and specializes in helping women and other clients become financially independent. She is past President of the FPA South Florida Chapter.


Sessions


DateCourse Title/DescriptionStart
May 27, 2021 Planning for College After COVID Mari B. Adam, MBA, CFP®, CRPC Obtain an understanding of financial affordability concerns of families approaching the college search and application process. This will be accomplished by exploring the complexities of college costs and anticipated long-term educational considerations based on student's aspirations and the shifting financial aid landscape and its impact on educational options. Learn how financial planning combined with educational advising can ensure the client a realistic perspective on educational costs and what matters in the college search process that should lead to the student's financial independence and on-time retirement for the parents. 9:00 A



Event ID  411