College Planning - Insider tips on applying, choosing, and paying for school
A college education is the second-largest purchase most of us will ever make. Are you prepared to help the students in your life navigate this important investment?
Join Affiance Financial as we invite three industry professionals to share insider tips for navigating the complicated college process. This two-part event will include a presentation and a panel discussion on topics including:
- early-stage college planning (saving for school)
- late-stage college planning (paying for school)
- choosing the right school
- and much more...
Your questions will help shape this informative evening.
This event is ideal for parents and grandparents of college-bound students in grades 9 through 11, or younger if looking for a head start. Please share this event information with all the parents, grandparents, family members, or friends of college-bound students in your life!
Monday, September 24
6 — 9 p.m.
7 p.m. Dinner
6 — 7 p.m. Cozy Wittman of College Inside Track presents 7 Insider Tips to Navigating the College Search Process
7 — 7:30 p.m. Dinner Break
7:30 — 9 p.m. College Planning Panel Discussion Featuring:
Keri Saltzman Bahar of KSB College Consulting
Margaret McKibbin of Achieve Academics
Affiance Financial Principal Seth Meisler
With Affiance Financial Principal Steve Lear as Moderator
Meet the Presenters
Cozy Wittman of College Inside Track — Education and networking are a way of life for Cozy. She has spent her career educating adults, helping people think outside the box and connecting people with common interests. At College Inside Track, she runs both the parent events as well as professional development for those who work with families with HS students.
Cozy is excited to continue to extend the reach of College Inside Track connecting with organizations and families interested in learning more about the complex college process. She is a mom of 5 kids with very different goals for college, so she is no stranger to the college search challenge.
Keri Saltzman Bahar of KSB College Consulting — Keri Saltzman Bahar founded KSB College Consulting over ten years ago to continue her extensive work in higher education and college admissions. Keri earned her Bachelor of Arts degree from Bowdoin College and Master of Arts degree from The University of Iowa.
Her first taste of admissions work was as a Senior Interviewer and tour guide at Bowdoin. Since then, she has worked for the ACT organization, served as the Chicago Chair for the the Bowdoin College Alumni Schools Interviewing Committee, and is an adjunct faculty member at the University of Minnesota and George Washington University.
She welcomes clients from across the United States and Canada and offers a variety of consulting services to meet any student's needs. Keri's approach is personal, professional, confidential, and yields meaningful results.
Margaret McKibbin of Achieve Academics — Margaret has her M.A.Ed. in Counseling from Wake Forest University and a B.A. in Political Science from Davidson College. She has worked for colleges and universities for over 20 years in a wide variety of roles. She really enjoys working with students to help them be more self-aware and prepared to succeed. To borrow a phrase from her son, she "geeks out" over college brochures, websites, and tours. Former students have said that Margaret was a great advocate, was resourceful and helpful, and that she was an important part of their journey. One of her strengths is taking a complicated, (probably) overwhelming project and breaking it down into manageable steps. She likes doing that when researching and applying to colleges and when conducting an internship/job search.
Seth Meisler of Affiance Financial — Seth joined Affiance Financial in May, 2007, and became a partner in January, 2012. He helps clients work toward their financial goals by offering strategic financial planning, tax planning, and investment management solutions.
Seth belongs to several industry organizations. These include the Financial Planning Association of Minnesota, the CFA (Chartered Financial Analyst) Society Minnesota, the Minnesota Society of Certified Public Accountants (MN CPA), and the American Institute of Certified Public Accountants (AICPA). As part of the MN CPA, Seth serves as a member of the Personal Financial Planning Conference Committee.
In addition, Seth is an active philanthropist. In 2006, he was recognized by President George W. Bush for his commitment to the community, which included starting an elementary school in Chicago. Today, he serves on the boards of the Amos and Celia Heilicher Minneapolis Jewish Day School and Beth El Synagogue.
For more information, please contact Marcia Zappa at firstname.lastname@example.org or (952) 253-2572.
This seminar is designed to provide information on college planning. It is not, however, designed to be a substitute for personalized advice from Affiance Financial, or from any other professional. For specific assistance, the services of an appropriate professional should be sought. The views and options expressed in this seminar are those of the panelists and do not necessarily reflect the position of Affiance Financial.