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BACK TO SCHOOL – 2017 CONT

by: LAURA HAWLEY guest: Troy Garcia July 26, 2017
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Host
Laura Hawley – CFP®, Senior Vice President at Allen & Company

Co-Host
Troy Garcia – CFP®, Financial Advisor at Allen & Company

Guest
Jonathan “JP” Simms – Financial Aid Officer at Keiser University
Ariana Acree – Intern at Allen and Company and Student at The University of Florida

In this episode, we discuss the realistic expectations regarding College Expenses and how to manage and negotiate those Expenses, Legal Documents that need to be completed before going off to college, take a look at College Budgets, jobs and Student Credit Cards. We will also visit with Ariana Acree, Intern at Allen and Company and Student at The University of Florida to discuss expenses associated with the College experience, and will offer tips and advice for parents and students. We also welcome special guest Jonathan “JP” Simms, Financial Aid Officer at Keiser University to talk about Financial Aid, Scholarships, and FAFSA.

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In this episode we cover:

  • Economic Compass (1:38)
  • The Community School model at Crystal Lake Elementary (4:20)
  • Visit with special guest Ariana Acree, Intern at Allen and Company and Student at The University of Florida to discuss the cost of books, housing, food plans, budgeting, and other College Expenses (8:05)
  • Discuss Housing on College campuses and the cost of living on campus versus off Campus Housing living (11:29)
  • Discuss how to Budget accordingly while in College (14:45)
  • Credit Cards and how to use them as a tool for colleges students (18:50)
  • Welcome special guest Jonathan Simms, Financial Aid Officer at Keiser University to discuss the different options to pay for college (23:12)
  • Jonathan “JP” Simms, Financial Aid Officer at Keiser University talks about FAFSA (28:17)
  • Florida Bright Futures Scholarship and how it works (33:21)
  • Legal Documents needed when applying and attending College (36:07)

Tweetable Topics:

Corporate earnings have been strong and that’s the most important piece of criteria. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

You always want to be prepared for those down markets because they are going to happen. – Troy Garcia, CFP®, Financial Advisor at Allen & Company

Back to School touches directly nearly 25% of all US household and accounts for 50% of related spending for the year. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

The average college student expected to spend nearly $1,000 this year just to get prepared to go back to the campus. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

This year back to college spending will actually reach over 54 billion dollars. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

About 21.5 million student will attend US colleges and Universities. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

There is over 795 Million dollars a year that US college students spend on bank and credit card fees and interest. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

Connect with:

Laura Hawley – CFP®, Senior Vice President at Allen & Company
Allen & Company – Laura Hawley

Troy Garcia – CFP®, Financial Advisor at Allen & Company
Allen & Company – Troy Garcia
LinkedIn – Troy Garcia

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About LAURA HAWLEY

Laura began her lifelong career at Allen & Company as one of the youngest Financial Advisors in Florida more than 30 years ago.

A CERTIFIED FINANCIAL PLANNER, Laura joined Allen & Company in 1983 and now serves as Senior Vice President and Chairperson of the Executive Committee. In addition, she was appointed to the Board of Directors in 2001. Laura played a crucial role in establishing the Viera office and served as Branch Manager until 2015. She holds Series 7, 66 and 24 licenses, as well as her Life, Health and Variable Annuities.

Laura’s holistic approach to financial planning, and her passion...