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COLLEGE PLANNING TOOL
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CollegeDOCTOR
A Complete College Funding
Software and Marketing Tool
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Need an expert speaker on College Funding?
Here he is!
Rick Darvis CPA, CCPS can talk for your organization on a wide variety of college funding topics.
Rick does speaking engagements for a large number of professional associations, chambers of commerce, and at business seminars attended primarily by financial service professionals and members of professional firms such as CPAs, CFPs, investment brokers, fund companies, college planners, insurance companies, private financial planners and others.
Rick takes the complex and diverse topic of college funding and presents it in a way that is easy to understand. He uses real life case studies, and interacts with the group. His presentations are fun as well as informative!
Rick also does many of his presentations via teleconference with materials for attendees to follow along. Whether you're in the comfort of your home or the office or at a 500 seat conference, Rick can deliver a presentation you'll remember. Call 406 765-2030 for details.
Here are some of the most popular topics Rick talks about...
- Saving for college vs. Paying for college
- Accurately predicting financial aid outcome
- Developing financial strategies even if you don't qualify for financial aid
- Necessary data to calculate “college tax liability”, the Expected Family Contribution (EFC)
- How to appeal a financial aid offer in order to obtain a better financial aid package
- Presenting investment alternatives to save for future college costs
- Maximizing education tax incentives, including use of the new Section 529 Plans
- Developing a business plan for a college-funding service
- Develop strategies for marketing a college-funding service (i.e., seminars, client letters and initial consultations to introduce the service to existing or prospective clients)
Here's what just one of Rick's presentation attendees wrote:
"Thanks so much for the outstanding presentation about college financial aid to our firm. The reaction on the part of our associates has been universally enthusiastic. You really opened our eyes as to the tremendous opportunity for client service in the educational funding area."
Andy Biebl, CPA (New Ulm, MN)
Recipient of the Outstanding Discussion Leader Award from the AICPA
Find out more about Rick Darvis CPA, CCPS
Click here for a list of just some of the organizations for whom Rick has spoken on College Funding.
When your organization is looking for a knowledgeable and captivating speaker on college funding -with a presentation that you'll long remember, call Rick's office at 406-765-2030
College Funding Inc. 406 765-2030
121 N. Main St. Plentywood, MT 59254
info@solutionsforcollege.com
www.solutionsforcollege.com
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