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Enroll now... it's free!Introduction to
Cash Flow Planning with
Rick Darvis, CPA, CCPS
September 9th
register here
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Higher Education Planning for Parents and Youth
ENTER
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What is H.E.P.P.Y. ?
- NICCP's web based college funding software with very little data input
- Gives advisors the ability to analyze/diagnose cases in 15 minutes!
- Enables you to quickly and easily identify your client's problem areas
- Enables you to quickly find college funding solutions.
- EFC Estimator
- Merit Report with Freshman Class Statistics at 2,000+ colleges
- Cash Flow analyzer
- Tax Plan analyzer
- Much more
Only "College Doctor" program members have access to H.E.P.P.Y.
"College Doctor" program details
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H.E.P.P.Y.- Web Based College Funding Solutions Software
Easy to use
Advisors simply answer a few questions about the family and their student and in just minutes this college planning software will:
- Determine the family's college planning "profile"
- Give you talking points and pocket stories for that profile
- Give you strategies that reduce college costs for that profile
- Give you strategies for how that profile can use "other people's money"
- Give you cashflow, tax planning, financial aid,and academic strategies
- Provide an estimate of the savings realized from each strategy
- hand you solutions to that family's problems caused by the high cost of college
What do planners like best about H.E.P.P.Y.?
- It delivers results in less than 5 minutes!
- It hands you the talking points and strategies for that particular profile as well as an estimate of the savings they might expect
- It identifies solutions to your clients' college funding concerns by looking at academic, financial aid, cash flow, tax capacity, and saving/investment strategies
- It gives you a quick, easy and reliable way to determine what results you can provide for a client
- It provides you with talking points that create interest
- It offers case stories and examples for 8 different profiles
- It calculates EFC
- It shows freshman class statistics for over 2,000 colleges
- It includes a college cost calculator
- It includes a tax savings calculator
- It includes cash flow planning software
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Click to View H.E.P.P.Y.
Click to View H.E.P.P.Y EFC Estimator Demo
Click to View H.E.P.P.Y. Cash Flow Software Demo
Click to View H.E.P.P.Y. Tax Savings Software Demo
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