Event Details

College Financial Planning Nuts and Bolts
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Online

Join this virtual workshop to learn about the nuts and bolts of financing college. Peg Keough, a college financial planning consultant, will talk about how the colleges assess your eligibility for aid, the aid application process, the sources of aid (including scholarships and grants), as well as how you figure out if you are eligible for need-based aid. Come learn how to create a comprehensive college funding plan to maximize financial aid, minimize taxes, and save for a comfortable retirement at the same time. Up until now you have probably saved for the cost of college. Now learn how to save on the cost of college. Recommended for parents/guardians of students in grades 9 – 12.

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Peg Keough founded Way to the Quad in 2014 after spending eight years helping to build an independent wealth management firm from the ground up. During those years, she was involved in creating holistic financial plans. As a Financial Planner, she helped many families develop strategies to pay for college, while still saving for retirement. Through this work, it became clear that one of the most challenging stages in any family’s financial life is the time when they finance their children’s college education. Peg helps families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and save for a comfortable retirement at the same time. With this type of planning, Peg hopes to end the student loan crisis one family at a time by helping families make smarter college buying decisions.

Peg earned her undergraduate degree from Cornell University and her graduate degree from Indiana University. She holds a Series 66 registration and an Accredited Investment Fiduciary (AIF®) designation. She is a frequent speaker at schools and organizations where she educates families, so they can better navigate the college financial planning process.

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