College Financial Planning (Virtual Event)

We are pleased to offer a virtual College Financial Planning presentation for OES families and employees. All are welcome.

The Zoom event is scheduled for Thursday, June 9 from 7:00-8:15 pm. We will send a reminder and the Zoom link included below approximately one week prior to the event.

Tim Tank and Matt Moshofsky, Morgan Stanley Financial Planners with expertise in financial planning for college, will offer information designed to help families understand and plan for where they fit into the need and merit-based systems of financial assistance. Although some aspects of the presentation will be most helpful to those with children already in middle or high school, Tim and Matt will also address strategies that families can consider when their children are young, such as setting up a 529 plan.

Included below is information from Tim and Matt on the presentation and on the services they offer.

The college admissions and financial aid processes are connected. Because no two families are alike, there is no “one size fits all” approach when it comes to college planning. Our goal in this presentation is to provide you with a foundation for the college financial aid and funding process that you can apply to your family.

When we work individually with a family, our team's college financial planning process begins with understanding the goals of the student and parents. We then walk through the family’s finances, creating an estimated EFC within the scope of the FAFSA. Based upon the student’s list of potential colleges, we’ll discuss the need and merit-based money the family could receive. Where available, we will identify and talk through strategies, specific to the family, to help increase this number.


Paula Sutton 
Director of College Counseling

Paula Sutton is inviting you to a scheduled Zoom meeting.

Topic: College Financial Planning
Time: Jun 9, 2022 07:00 PM Pacific Time (US and Canada)

Join Zoom Meeting
https://oes.zoom.us/j/98046999331


Meeting ID: 980 4699 9331
One tap mobile
+16699006833,,98046999331# US (San Jose)
+12532158782,,98046999331# US (Tacoma)

Dial by your location
+1 669 900 6833 US (San Jose)
+1 253 215 8782 US (Tacoma)
+1 346 248 7799 US (Houston)
+1 646 876 9923 US (New York)
+1 301 715 8592 US (Washington DC)
+1 312 626 6799 US (Chicago)
Meeting ID: 980 4699 9331
Find your local number: https://oes.zoom.us/u/aeuSv5pIDS