College Planning Case Study with Ron Them and Rick Darvis

This session will deal with a real life case study by Rick Darvis and Ron Them.  The session will show the financial aid, tax, investment, and cash flow strategies that were developed by Rick and Ron for the client. 

Ron Them is considered an expert in college funding and is one of the original founders of the NICCP in 2001. He is also a Registered Financial Consultant and Registered Investment Advisor in the State of Ohio.
Rick Darvis, CPA, CCPS is a practicing accountant with over 2,500 clients.  He is also a co-founder of the NICCP.