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Beware – Retirement savings rollover issue on FAFSA

By The Staff | November 30, 2018

There is a FAFSA issue that has been tripping up families with qualified retirement savings rollovers that can result in wildly inflated EFC’s (expected family contributions), thus reducing the amount of financial aid they qualify for. Retirement savings moved from one qualified retirement plan to another qualified plan should not be reported as untaxed income…

Quad Cities FSP presentation

By The Staff | November 21, 2018

Click here to access the CIT Quad Cities FSP presentation

Parent seminar PowerPoint

By The Staff | October 31, 2018

Click here to access the College Inside Track parent seminar slide show

FPA of Austin symposium presentation

By The Staff | October 29, 2018

Click here to access the FPA Austin symposium presentation

Guardian Women’s Leadership Summit

By The Staff | October 29, 2018

Click here to access the presentation from the Guardian Women’s Leadership Summit

Insider tips for the week of Oct. 22, 2018

By The Staff | October 19, 2018

5 things parents need to know about prepping for the SAT or ACT – Grown and Flown has a helpful article covering both what you should know about standardized tests and how to find the best test prep for your child.   Don’t miss – Deadlines for merit aid may be earlier! – Many families…

Seminar PowerPoint

By The Staff | September 29, 2018

Click the link below to download the College Inside Track education seminar PowerPoint. CIT Seminar Power Point  

FPA of Iowa presentation

By The Staff | September 20, 2018

Click here to access College Inside Track’s FPA of Iowa presentation

College Inside Track Ohio FSP presentation

By The Staff | September 20, 2018

Click here to access a copy of Chris Wills’ presentation at the Ohio FSP meeting

Financial advisor education slide show

By The Staff | September 15, 2018

Click on the following link to download CIT’s financial advisor education slide show

Paying for college and how to discuss it with your child webinar

By The Staff | September 12, 2018

The two scariest parts of the college process are figuring out how to pay for it, and then having that conversation with your kid. But the good news is we’re here to help… Click here to view College Inside Track’s webinar on “Paying for college and how to discuss it with your child.”

Ameriprise Storrar FC presentation

By The Staff | September 6, 2018

Click here to access the College Inside Track presentation from the 2018 Storrar FC meeting.