Tag: College Planning

Education Planning Series: Collegiate Funding Solutions with Roger Lorelle (Ep.13)

Education Planning Series: Collegiate Funding Solutions with Roger Lorelle (Ep.13)

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Are you concerned about the rising cost of college tuition, and how you will afford to send your child for post-secondary education?

Don’t panic just yet! 

In this podcast episode, we chat with Roger Lorelle, President of Collegiate Funding Solutions, about how this state-of-the-art college-planning software combined with support from your financial advisor can help you pay for tuition and continue to save for your retirement. 

Listen as Roger shares:

  • Expert insights and advice on how families can better plan and pay for college 
  • How advisors can leverage the technology of Collegiate Funding Solutions to simplify college planning and maximize savings for their clients
  • Strategic ways to shop for colleges that offer good financial aid packages
  • And more

Resources:

Connect with Roger Lorelle: 

Connect with Will Hoffman: 

About Our Guest: 

Roger founded Collegiate Funding Solutions in 1998 with the mission of helping families save ON and not just for the cost of a college education. CFS launched the first web-based college planning software for financial advisors in 2005, so that advisors could deliver significantly more value to their clients with college-bound children,

helping them to send their children to college without wiping out their retirement savings or incurring suffocating student loan debt.

For over 20 years, CFS has partnered with financial advisors and organizations. CFS provides them with the capability, expertise, education and support necessary to help families save ON, not just for the cost of college and send their children to the right college, for the right reasons and at the right price.

In addition, Roger and his team of subject-matter experts at CFS deliver educational workshops to parents of college-bound children on a variety of college planning, admissions, financial aid and college funding topics.

Roger Lorelle and Collegiate Funding Solutions are not affiliated with or endorsed by LPL Financial, Hoffman Wealth Management, or Private Advisor Group.

About Our Host: 

Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.

 

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Education Planning Series: Applying to College with Jack Delehey (Ep. 12)

Education Planning Series: Applying to College with Jack Delehey (Ep. 12)

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With over 13 years of experience in college coaching, Jack Delehey has honed his methodology to ensure the best results for students, and their parents. 

In this episode, Jack, a college admissions expert, discusses his passion for helping high schoolers and their parents plan a stress-free and successful college application process.

Join Will and Jack as they discuss:

  • How Jack built a curriculum with resources and tools that takes into account the universal aspects of college planning
  • The most common mistakes students and parents make when applying
  • How he credits his entrepreneurial drive for owning two businesses, and writing a book
  • And more

Resources: 

Connect with Jack Delehey:

Connect with Will Hoffman: 

About Our Guest: 

Jack Delehey is a college admissions expert and author (Lessons for Our Younger Brothers, 2018) originally from Concord, MA.  He has worked with high school students and parents throughout the United States for the last decade.

Jack’s students are some of the most hardworking and passionate students in the country.  Combined with Jack’s structure & motivation, they have experienced tremendous college admission success over the years…and their parents have experienced peace of mind knowing their child is on a calculated, organized, successful path to college admissions success.

It is Jack’s goal to pass on his college admission knowledge, strategies, and unique perspective to high school students in a young, fun, relatable, older-brother type manner.  In this way, he is able to get the best out of his students…and they seem to actually enjoy working with him!

Jack Delehey and College Consulting are not affiliated with or endorsed by LPL Financial, Hoffman Wealth Management, or Private Advisor Group.

About Our Host: 

Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.

 

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