College Financial Planning Workshop

The Rules Have Changed

Is your child heading to college soon?

Don't miss this FREE workshop!


Please join us for a FREE Educational College Financial Planning workshop that will focus on high school sophomores, juniors, and seniors.


We’ll discuss the FAFSA form and all the other information you need to understand in order to maximize the amount of financial aid you are eligible to receive!


Even if your family isn’t eligible for need-based aid, we will cover the best strategies on how to pay for college in the most cost effective basis – without it putting a strain on the rest of your finances.

In this workshop you will learn...


  • How to increase your college-related tax deductions and tax credits
  • How to pick colleges that will give you the best financial aid packages
  • How to send your child to an expensive private university for less than a state school
  • Which assets are taken into consideration when the U.S. Department of Education calculates your Expected Family Contribution
  • How to pay for college in a failing economy without relying on 529 plans, expensive private student loans or raiding your retirement accounts
  • How to get ahead by developing a customized plan to meet all the college costs you will incur as a family
  • How to lower your “out-of-pocket” costs and get the maximum amount of money from each school

Dates Available:

Christian Heritage School

September 14th @7pm

575 White Plains Rd, Trumbull, CT 06611

Pequot Library

September 26th @7pm

720 Pequot Ave, Southport, CT 06890

Here is what parents like you are saying about our FREE College Funding Workshop...

"Very informative. The presenter told us many things that I was totally in the dark about."


Rosie Palumbo, Parent of High School Junior

"Very informative. The presenter told us many things that I was totally in the dark about."


Lynn McKenna, Parent of High School Senior

"Opened up opportunity to look at colleges we thought were out of our price range."


Barbara Eames, Parent of High School Sophomore

"Covered a lot of ground - easy to follow and moved quickly."


Sara Pogue, Parent of High School Junior

"Demystified the college funding process."


Joseph Mozzella, Parent of High School Senior


Case Library  Conference Room 2nd floor

October 23rd @7pm

176 Tyler City Rd, Orange, CT 06477

Speaker: Dan Reens

Dan Reens is a Registered Investment Advisor with the State of Connecticut.  He has been the Chief Operating Officer for three companies and has over 25 years’ experience in business management.  He has been an engineering consultant to the building mechanical engineering field for over 15 years where he developed a high degree of trust and success.  He is considered an expert in the building humidification field and also an inventor with five (5) patents.  He graduated with a degree in Economics from Boston University and with a minor in Physics from NTC.


Dan was concerned with the economic market upheavals of the last decade and how, without the right preparation, they can destroy people’s wealth along with their retirement plans.  Dan is now taking his proven analytic and management skills and applying them to retirement planning and wealth management at Safe Harbour Retirement.

Reservations are


Due to the popularity of our free workshop seats fill up quickly so register Today.

September 14th @7pm

September 26th @7pm

October 23rd @7pm

For More info CALL TODAY 888-820-PLAN (7526)

Does your portfolio fit you? Find out here


Robert Brinkman

888-820-PLAN (7526)

1000 Bridgeport Avenue Suite 2D,

Shelton, CT 06484

Subscribe to our mailing list