Newsletter, Webcasts, Info Session, Presentations Dates
One of the key principles of Amrein Financial is to help educate people on
various personal financial topics. This can be through our free newsletter,
in person presentations and now our free webcasts. We do these
presentations for different schools and organizations, normally free of
charge. Since we do not sell any financial products, our presentations are
informational. They are not a sales presentation.
Our business focuses on three areas of personal finance:
Financial/Retirement Planning, Investment Management and Educational
Funding. Listed below are some initial resources to help you get started.
Please click on the Webcast tabs in the right column for past and upcoming
information sessions. You can also register there.
We hope you find this free information helpful and if you need further
assistance please contact us. In addition if your organization needs a
speaker on educational funding or investment management topics, please
give us a call. We can do it in person or host it as webcast for your
organization to attend.
College Academic & Financial Aid Planning Guide
The link below is a road map for the preparation to college admission and the financial aid process by year. The high school
senior year is by month for additional guidance.
College Planning Guide
Understanding Your Personal Cost of Attendance
An important part of the financial aid process is knowing your true cost of attendance. The way the financial process works is
Cost of Attendance - Your Expected Family Contribution (EFC) = Amount available for Need Base Aid. The amount the school
uses for the Cost of Attendance can be very different from what your real cost will be. This work sheet will help you better
understand your total cost and possible hidden costs. In addition it is a good initial budgeting tool for an entering freshman. To
understand more about this please visit our archive presentation "Paying for College Strategies".
Cost of Attendance Worksheet
Free Expected Family Contribution Calculator (EFC Calculator) & Financial Aid Glossary
Many parents fear completing the financial aid forms. Completing the financial aid forms create an number called your EFC or
Expected Family Contribution. This number is just one part of creating a proper college funding strategy to lower your cost of
education. There is a great deal of misinformation about this number and the strategies to lower it. You also need to be very
careful since to properly calculate this number you need to disclose your entire financial position. We offer a free calculator
download that will reside on your computer. This will allow you understand your own EFC without putting your information on
the web. Many of the free web EFC Calculators are managed by financial or marketing research companies that are used to
collect data. Included in the download is a glossary of financial aid terms.
Additionally, as you go through this process be very careful. Some financial professionals use the financial aid process to sell
other financial products. In most cases, Life Insurance or Annuities are recommended and in many cases these are not
appropriate solutions. As we stated above to properly calculate this number, full disclosure of your financial assets are required.
If you decide you need professional assistance please consider our services. Since we do not sell any financial products, our
recommendations are in your best interest.
You may also want attend or review one of our free college funding webcast to better understand the process.
To receive the download you must register and select EFC Calculator. Click here to register.
Private College Loan Information
Effective 7/1/2010 the Federal Government assumed the responsibility of all federal loan program specifically Stafford, Perkins
and PLUS loans. Due to this change the private college loans have become more attractive as a possible method of financing a
college education. A company that we prefer is called Simple Tuition. They are basically a shopping mall for private student
loans. The website is www.SimpleTuition.com.
||College Decision & Financial Aid
||Monsignor Bonner &
|3/7 & 3/14
||Secrets of Paying for College (2 night detailed program)
||DCCC Media Campus
||Yes but a fee
||Way to Pay
||Monsignor Bonner &
of the School
||An Insider’s View of Admission & Financial Strategies at
Competitive Colleges.”(Don Betterton & Fred Amrein)
|Lower Merion HS
|4/6 & 4/11
||Understanding the Financial Award Letter & the Best
Way to Pay (2 Night Program)
|DCCC Media Campus
||Yes but a Fee
||Understanding the Award Letter and Payment Options
In Person Speaking Engagement Calendar
Monday March 7 & 14 @ 7:00
Educational Funding: What the College
Financial Aid Office Can's Tell You
Delaware County Community College
PO Box 468
Wynnewood, PA 19096
610 789 1255
Free Retirement Workbooks
An important part of personal financial security is understanding your numbers. Over the years, people have tried to simplify
this process with terms like asset allocation, diversification and withdrawal rates. To reduce your financial uncertainty you need
to have a general understanding of your own numbers, this includes both the expense and income portion of your financial future.
We have a before retirement and current retired workbook for you to properly plan. This can be a very complex process
depending where you are in your life planning stage. Our process and expertise can help you through this process and help you
determine your financial priorities within your risk tolerance.
Please review upcoming and archived webcasts for other topics related to your overall financial security. Some of the other
topics will be Estate Planning, Portfolio Design, and Various Insurance coverages.
To receive this, you need to register and get access to these free workbooks you need. Click here to register.
|Thank you for visiting our Resource Page and we hope you found it helpful.
|Welcome to Our Free Financial Resource Page
Wednesday March 23 @ 7:00
“An Insider’s View of Admission &
Financial Strategies at Competitive
Colleges.”(Don Betterton & Fred Amrein)
Lower Merion HS Auditorium