IN LIGHT OF CURRENT EVENTS, join us for a focused webinar to address the immediate needs of high school juniors and seniors, and their families forced to navigate the admissions and financial aid processes Today

The Changing Reality of College Planning

Presented by
Ian Maxwell

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April
2
Thursday
April 2nd
7:00 pm PDT
2 Apr, 2020 @ 10:00 am
2 Apr, 2020 @ 2:00 pm
2 Apr, 2020 @ 7:00 pm

Are you using outdated approaches to plan for college that could actually be doing you more harm than good?


Learn the little known strategies you need to understand in order to help your student find the right schools while also controlling college costs. 



Here is What You'll Learn

Understanding What Has Changed

The world of college planning continues to change. We will explain how and why. We will also clarify how college costs have become one of the biggest financial commitments a family will ever face.

Key Concepts

Sampling from our proprietary strategies, we share some key concepts on timely graduation, how to calculate out-of-pocket college costs, picking the right schools, and how to protect both household finances and future retirement.

The True Cost of Using Old Rules

Due to massive changes in higher education, the old rules no longer apply. We will show you how using updated college planning strategies will save you time and money.

What Should Juniors and Seniors Be Doing Now?

How should you be processing your college communications received to date (including admission responses and financial aid offers). How to analyze and appeal when appropriate. 

How We Can Help You

By sharing our insights and strategies, we show families how to keep the student a priority, reduce stress, save tens of thousands of dollars and reduce the need for student loans.

Next Steps

We will lay out next steps for those who want to take control of their college planning situation now.

about

About Ian Maxwell

Ian is passionate about clearly articulating important college planning concerns, giving students and families valuable strategies to improve their college planning and college funding situation. Ian focuses on providing families and students with the type of education, tools, and strategies they really need to improve their quality of life throughout all phases of the college planning process. Ian’s ultimate goal is to show families and students how successful college planning outcomes are absolutely dependent on having a comprehensive plan that addresses both near-term college finance concerns as well as long-term retirement planning issues.


Ian’s firm, Reviresco College Planning, is based in San Diego. Ian uses an educational approach to teach families how to find and get accepted to the best schools based on the students' goals, reduce the cost of college, reduce the need for student loans, and how to avoid some of the common misconceptions that actually hurt college outcomes more than they help.


Ian is a former Del Mar Lifeguard, a graduate of Williams College, a former Officer in the United States Marine Corps, and has lived in the greater San Diego area since 1983.

about

About Jim Lundgren

Mr. Lundgren has been a financial counselor since 1999, focusing on College Planning/Funding since 2001. He has educated thousands of parents and their college-bound students throughout Southern California.


From 2004 to 2010, he was a Financial Aid Consultant presenting for the Los Angeles Unified School District’s (LAUSD) Annual Cash4College community education program. In the fall, he presented the College Admissions and Financial Aid curriculum, and in the winter he explained the FAFSA completion and submission process. Subjects included Financial Aid 101, Completing the FAFSA, and Cal Grants.


Jim has been a multi-year member of LAUSD’s Annual "Cash 4 College Ask the Experts” panel.


Mr. Lundgren has been a College Counselor in the Counseling Center at the NACAC Annual National College Fair at the San Diego Convention Center.


Locally, he was a panel member and presenter on College Financial Assistance at the Poway and Scripps Ranch High School’s College Expo & the Poway Union School District’s College Expo.


He has been a member of the California Association of Student Financial Aid Administrators (CAFSAA) since 2004, and receives U.S. Department of Education, Federal Student Aid Commission, California Student Aid Commission, and College Board continuing education through national, regional, and local training conferences.


Since 2009, Jim has been contracted by the Southern California College Access Network and the Los Angeles Educational Partnership to provide both Train the Trainer instruction for teachers and counselors, and at-risk student-direct instructional presentations on the FAFSA, Cal Grant, “Financial Aid 101”, AB540, Dream Act, & Financial Literacy processes. He became a member of the SoCalCAN Steering Committee in 2011. He is now their Financial Aid Specialist.


Jim has assisted at Torrey Pines HS with their Junior/Senior AVID class and San Dieguito Academy HS with all Seniors for FAFSA completion, Award Evaluations, and Appeal Letters since 2009.


Mr. Lundgren is a member of the National Association of College Admissions Counselors (NACAC), the American College Counselors Association, the Western Association of College Admissions Counselors (WACAC) and CASFAA’s High School Relations Committee. He was nominated for a Special Recognition Award and presented “The Pros and Cons of 529s” at the 2010 CASFAA Conference.


Jim is the Southern California Regional Representative of the American College Planning Foundation, a member of the Board of Directors of the National College Advocacy Group, and a member of the American School Counselors Association and the California Association of School Counselors.


Mr. Lundgren was recently named to the ACT’s Counselor Advisory Panel.

Available Dates

April
2
Thursday
April 2nd
7:00 pm PDT
2 Apr, 2020 @ 10:00 am
2 Apr, 2020 @ 2:00 pm
2 Apr, 2020 @ 7:00 pm