Free College Planning Live Webinar

This workshop is absolutely free and we will 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 is not eligible for need-based aid, we will cover the best strategies on how to pay for college in the most cost efficient basis — without it putting a strain on the rest of your finances.

In this class you will learn:

  • How to start planning now for the upcoming cost of college.
  • Where to find college scholarships.
  • The 5 Biggest Mistakes Parents make that cause them to overpay for college…and how to avoid them!
  • How to pick colleges that will give you the best financial aid & scholarship packages.
  • What assets are taken into consideration when the U.S. Dept. of Education calculates your Family Contribution!
  • Impact of COVID-19 on college planning.

SIGNUP FOR THE FREE WEBINAR

With a strong understanding of the complexities of education funding today, Nancy is committed to helping families make smart decisions, as well as providing the ongoing guidance they need to stay on track.

Nancy earned her Bachelor of Science in mathematics and actuarial science from the University of Illinois. After completing her certification as a Chartered Financial Analyst (CFA), she joined the University of California system, where she expanded her experience in the areas of institutional investment management, risk management, and college funding.

As director of investment strategy and planning, Nancy used her investment management skills to optimize the endowment portfolio and 403(b) fund choices. She also created comprehensive communications programs designed to guide major donors in making wise decisions; trustees in fulfilling their fiduciary responsibilities; and employees in making good choices to achieve their financial goals. She designed investment policy guidelines, spending and payout policies, and performance management reporting for over $11 billion in retirement and endowment funds for the entire University of California system.

Realizing that she was ready, and very well prepared, to switch from the corporate world to helping real people with real problems, Nancy established her financial management firm, Corrigan Financial Inc. in 2005. She created Beacon College Funding Solutions in response to requests from several of her financial management clients who needed more specialized services on the college admissions process and keeping up the payment of college expenses over extended periods of time.

After analyzing our clients’ family finances, Nancy assists them in filling out the Free Application for Federal Student Aid (FAFSA) and (if advisable) the CSS Profile, the key forms upon which most colleges and universities
base their financial aid decisions. Then she works with the family to position and protect their assets through the full-time student’s college years.

A “retired” marathon runner, Nancy is a loyal follower of the Fighting Illini (“although they fight hard, winning is not their specialty”). She is also an avid women’s basketball fan; her favorites are UConn, Cal and Stanford.

TESTIMONIALS

“It’s been so great working with Niki and Nancy at Beacon College Funding.  Nancy is a wealth of information and so talented at explaining the how and the why of her suggestions.  Niki is on top of her game – her responses are always timely and she’s so personable.  Both of them are remarkably generous with their time and knowledge.  I can’t say enough good things about them and I would highly recommend them to anyone looking for college financial planning advice.  In fact, I even recommend them to people who don’t know that they should be looking for this advice.”

– Alyssa 

“I have always been one of those people who hid under the table when the subject of financial planning came up. That’s exactly where I went when my wife proposed that we see her financial planner together. From the first meeting, Nancy and Niki made it possible for me to actually sit at the table, participate and even understand a few things! Nancy’s vast base of knowledge, integrity, caring and thoughtfulness make it easy to trust in and rely on her guidance. I am so grateful to both of them.”

– Laurie 

“Nancy’s guidance and knowledge were so helpful as our family navigated the intimidating prospect of making a plan to pay for college. She was with us every step of the way. As soon as our son started college, Nancy helped us create a retirement plan. She and Niki are a great team. We trust them totally, and have referred many of our friends to them.”

– Shannan