Bonus package

•  529 Taxability Software

The 529 Plan Taxability software allows an advisor to determine how much of a 529 Plan withdrawal is taxable.  After the taxability of the withdrawal is determined the advisor can develop strategies to reduce or eliminate the tax liability.

• Investment Tax Profile Software

 The Investment Tax Profile software helps an advisor compare different investment vehicles, such as IRAs, 401(k)s, annuities, mutual funds, etc.  The comparison is based on the following tax attributes:

*  Tax deductible contributions
*  Tax deferred growth
*  Tax-free distributions

If  college is not adding $50,000+ to your bottom line...   
Now more than ever families need a college funding coach!  The Spring College Funding Conference will be full of college funding strategies and marketing ideas that you can use as soon as you get back home to revitalize your business and your bottom line!  

• How To Read a Tax Return with a Slant on College
• What’s New in Taxes Related to College Funding 
• Life Insurance…A Cornerstone of a College Funding Plan
• College Funding Strategies for Small Business Owners (A Case Study)
• Using Newsletters to Attract and Keep Clients
• Cash Flow and College Funding Tricks to Save and Pay for College
• A Process for Getting Hired- (Without giving it all away!) 
• College Funding Drip Contact System
• NICCP’s College Funding and Planning Tools for Members

 Click here to register for the conference

Here are some of the Conference speakers:

Barry J. Dyke-  Author: "Pirates of Manhattan" 
Mr. Dyke entered the financial service and life insurance business in 1982.  He has worked and consulted with individuals, professionals, small businesses and public corporations in constructing employee benefit plans, investments and financial planning. In addition, he has also founded a pension consulting business, a third-party administration firm and a registered investment advisory firm.  Since 1996, he has passionately studied economics, which is the foundation for his first book, The Pirates of Manhattan.

Rick Darvis, CPA, CCPS
Rick will be doing several important funding strategy sessions that we all need to see.  In one session he will be walking us through "How to Read A tax Return With A Slant on College".  Rick will prove to you why  the clients' tax return may be the single most important piece of college planning documentation! Once you know what to look for, a clear course of action for college funding solutions can be identified by you or your CPA simply by looking at your client' tax return.  Rick will be doing a number of additional sessions on strategies that should definitely be in every planners arsenal!  

Rick is recognized as one of the leading experts in the college funding field. He has written more books, developed more software, and trained more financial professionals on the topic of college funding than any other person in the United States. His knowledge has enabled him to be invited to speak on the topic of college funding to his contemporaries at state CPA and FPA conferences in over 25 states.
 

Ron Them, RFC, CCPS
Ron will be doing sessions that can help open up the floodgates to new business... especially  high quality prospects! In one session he will demonstrate how he developed relationships with 7 Columbus, OH HS's, the Ohio Medical Association, Ohio CPA Society, and the Dublin, OH Chamber of Commerce.  This is a lay-down marketing concept to get in the door and develop relationships with groups in order to do get invited to do future seminars (can somebody say free marketing!

Ron is co-founder of the National Institute of Certified College Planners , and now specializes in college cash flow planning for  business owners and executives. His Cash Flow Recovery Program uses many of the same cash flow management principles for college-bound families that are used to increase stockholder value in the business world. His trademarked Cash Flow Recovery® process helps clients to lower their initial college cost and ultimately recapture 100% of the money they spend on college before retirement.

Carl Buck - VP, Chase Education Finance
Carl will sharpen your skills in helping families search for and find the best scholarships and for making sure students follow-up and follow-through. He'll share tips that will add value to your service: like showing students how to market themselves for scholarships. Carl will also share with you some secrets for finding high quality but lesser known scholarship opportunities. 

Carl Buck, a financial aid expert, has over 30 years experience guiding students, parents, and educators on matters related to financial aid. Mr. Buck currently serves as the VP  of  Sales Support and Strategies for Chase Education Finance. 

 As the Director of Student Financial Services at leading U.S. institutions, including Rice University, Rutgers University, and the University of Utah, Mr. Buck has worked with thousands of families to explore financial aid options and acquire the money needed to help pay for college.

Mr. Buck has appeared on numerous talk shows and has been extensively quoted on financial aid matters in leading media such as, The New York Times, The Wall Street Journal, Kiplinger’s, and Bloomberg Radio. As the affordability of higher education continues to grow in importance, Mr. Buck is often called upon to answer questions related to scholarships, grants, loan alternatives, and more.

John Nametz- University of Arizona, Director of Scholarships and Financial Aid
John will talk about the "Ins and outs of Establishing In-State Residency" and othe financial aid topics.

Don Betterton- former Financial Aid Director at Princeton
Don will talk about the modern day realities of the financial aid system and help you rate and compare aid packages from school to school. It's more than just EFC- Don brings us up to speed on what we need to know about financial aid.
   
With respect to college planning and financial aid, there are few people with more experience and knowledge than Don Betterton.  Don served as the director of financial aid at Princeton University for 30 years where he was the architect of Princeton’s innovative no-loan program and gained recognition a national leader in his profession. During Don’s time at Princeton, undergraduate financial aid/scholarship awards increased from an aggregate $3.4 million in 1973-74 to $65 million in 2005-06. 

Don’s career in college planning and financial aid has been distinguished with multiple achievements.  He is the author of two books (and numerous articles) on financial aid and has given many in-person presentations to groups both large and small. Don served as a trustee of the College Board, chaired the policy committee for an association of the country's most selective colleges, and was recently named to the College Scholarship Service Hall of Fame for outstanding contributions to the aid profession.  As an expert on enrollment management (the interplay of admissions and financial aid), Don has been a consultant to more than 30 colleges. He also served on Princeton's admission committee and is familiar with college admissions from policy level discussions to the evaluation of student credentials. For his leadership of the financial aid office, as well as his service to the Princeton University as a whole, Don has received the Alumni Council Award for Service and the Bressler Award for outstanding support of Princeton athletics. He is also an honorary member of the Classes of 1960 and 2005.

Don is currently a Certified College Planner.  For more information on his private consulting services, you can visit www.bettertoncollegeplanning.com.

Karl Schellscheidt and Eric Barnes of ePrep.com
Karl Schellscheidt is the President, the CEO, and a co-founder of ePrep, Inc.  Based on 15+ years of teaching and private tutoring experience, he led the development of ePrep's unique video-based platform that uses the internet to deliver expert video instruction to students around the world. Karl graduated from Princeton University in 1990 with a BSE in Civil Engineering and from Seton Hall University in 1993 with a Masters Degree in Secondary Education.  After graduate school, Karl served as an Environmental Science Instructor for the Office of Continuing Education at Rutgers University. Karl also taught, coached, and served as a dorm parent at The Hun School of Princeton from 1994 to 1997. In 2000, Karl earned a law degree from the University of Pennsylvania Law School.  He worked as a corporate lawyer for Dechert LLP until 2002. Karl is a member in good standing of the New Jersey State Bar Association.  He lives in Rocky Hill, New Jersey, with his wife and three children.

Eric Barnes is the COO, the CFO and a co-founder of ePrep, Inc.  He is a seasoned internet entrepreneur and management executive.  In 2000, Eric founded Ivysport.com, the Ivy League's official retail and brand partner. Prior to Ivysport, he joined the founding team of KORE Partners as CEO and rapidly grew the digital consultancy to market leadership in Southern California before a successful sale of the business. Prior to his work with KORE, Eric held senior management positions at EMI Music and Home Box Office, where he oversaw new business development and strategic planning efforts focused in technology.  He began his career in investment banking with Smith Barney. Eric graduated from Princeton University in 1990 with an AB in Economics. He earned an MBA from the Stern School of Business at New York University in 1997. Eric lives in Southern California with his wife and two children.

Eric Goodhart- Programs for Education
The NICCP suggests that you can't do it all by yourself!  Planning is a team effort.  And although It is a good idea to outsource high level services to an expert, the more knowledge the advisor has about the process, the more solid the relationship becomes.  Eric will teach you valuable techniques that you can use to establish more credibility with  your  clients... Particularly when it comes to discussions on how to evaluate a college’s suitability.

Eric Goodhart, PFE Director, majored and minored in business and psychology, respectively at  The George Washington University. He participates in the College Board’s™ admissions and financial aid workshops for college admissions and financial aid administrators. This association with those professionals can help you and your advisor get an early assessment as to how both admissions and the financial aid offices may evaluate the applicant as well as the parents. This includes an eye-opening insight into both the admission and financial aid methodologies practiced by the most competitive private and public colleges.  www.smartcollegeplanning.org    
 

Terry Toomey- Zero College Debt
Today's college graduates are faced with a debt load which is increasing yearly at an alarming rate!  Through the Zero College Debt Program, students are offered innovative solutions for reducing that debt that can greatly help them save thousands. 

Frank Minor- CEO Career Dimensions
The Career Dimensions mission is to develop computer-assisted career and education planning systems for use by students and people in career transition. The company was founded in 1987 by Frank J. Minor, PhD., who now serves as our CEO. Prior to that, Dr. Minor held positions of Senior Psychologist at the IBM Corporation HQ in Armonk, NY and Director of Development of Education Systems at the IBM Advanced Systems Development Division. Dr Minor was also a tenured Associate Professor of Human Resource Management, Organization Behavior, and Statistics at Saint Anselm College in New Hampshire from 1990 to 1997.
 

Larry Rausch – Simple Tuition - VP of Sales
Larry will get us updated with "What's going on w/ Student Loan these Days"
Larry has been working in the Financial Services Industry since 1988. For the past 15 years he was with CUNA Mutual Group, the leading provider of financial services to credit unions and their members worldwide. In his role as Account Vice President, Larry worked closely with credit union leaders to drive consumer lending growth and maximize the sales of lending related products. Larry holds a BA from the University of Massachusetts.

Click here to register for the conference

Case studies
Develop and expand your practice by utilizing ideas from case studies that cover topics such as financial aid strategies, cash flow strategies, tax reduction strategies and saving/investment strategies.  We’ll also address marketing, networking, and outsourcing. Learn new techniques from experts through interaction. Develop networking contacts that will be invaluable once you get back home!

 

This conference will cover material for all advisors, regardless of experience.
You’ll leave this conference with lots of new ideas, including marketing and college funding strategies you can immediately put into action.  If you need help getting your college planning service to function on all eight cylinders, you’ll get the direction, the tools, and the contacts from the NICCP Spring College Funding Conference! 


Experienced speakers and the power of networking
Find out how college funding is working for other advisors and let their experience work for you!  With  practical  advice from top experts in the field, and from peers,  you'll leave the conference with renewed enthusiasm and confidence in providing college funding services to your clients. 

Registration and Admission 
Admission for NICCP members is $395.  Admission for College Doctor program members is $195.  Click here to register for the conference 

The South Point Resort Hotel
The South Point is a newer facility that features spacious rooms and suites, comfortable conference rooms, a beautiful casino with more than 2,270 slot machines, over 60 table games and a freshly designed Sports Book.  The hotel also features nine restaurants,  a full service spa, a 16 screen movie theater, a 64 lane state of the art bowling center, and The South Point Equestrian Complex which is said to be the finest indoor horse facility in the country. With a 4,400-seat arena and 1,200 climate controlled horse stalls, the South Point Equestrian Center hosts some of the most prestigious equestrian events in the world.  Call the South Point direct  to make your room reservations. The phone number for the South Point Resort is 866 796-7111. 

Continuing Education CPAs in 39 states get 16 hours of CPE for attending.  CCPS designees receive 16 hours CE credit. States that do not currently accept CPE credit are:  Nebraska, New York, Ohio, Texas, Virginia, New Jersey, Hawaii, Arkansas, Delaware, West Virginia, Illinois.

Special Pricing for New CCPS Enrollees The NICCP is offering new CCPS enrollees a Certification/Conference Combo Special. New members  pay only $1,680 to enroll in the certification program and attend the Spring Conference.  Includes a one year free membership in the NICCP They save $200.  Here is a link to the Certification/Conference Combo Special: Combo Special

 

Conference "Rules" Registration will be from 7:00 -  8:00 a.m. on Monday, May 3rd General sessions will run from 8:00 am till 4:00 pm on Monday and Tuesday Networking sessions will run from 4:00 - 6:00 pm on Monday and Tuesday Wednesday's general session will run from 8:00 am till Noon  NO video recording devices will be allowed.  Audio recording is accepted with special permission only. Please dress “business casual”

Click here to register for the conference

E-mail questions to staff@niccp.com