Our 'Essentials' Workshop

We've invited your school to our online college planning workshop, the Essentials.  It's 80 mnutes and is normally 97 dollars, but for you, it's completely free!  Once you've watched it, you'll have a link to set up a FREE 30 minute strategy session with one of our 30 college advisors.  See below for the topics that we cover in the workshop.

We recommend every family start with the Essentials!

What topics are covered in the Essentials workshop? 

A. Introduction to college planning.

B. Lots of questions, let’s go over a few of them.

C. When should you start planning?

D. Advantages of starting to plan early.

E. What Genesis College Strategies does.

F. What about athletics?

G. What parents’ concerns are, from our experience.

H. College costs are skyrocketing.

I. Options you have to pay for college?

J. What about 529 plans?

K. What about loans?

L. What about scholarships?

M. Let’s break down some myths!

N. What if you think you have too much income?

O. What are the main sources of financial aid?

P. FAFSA – the Free Application for Federal Student Aid.

Q. What is the CSS Profile?

R. Additional forms if you own a business, are divorced, or separated.

S. Generosity – which colleges offer more and how that’s calculated by each college.

T. Awards/offers - navigating appeals and handling negotiations.

U. Laws and regulations that impact this process.

V. Applying for more financial aid.

W. Confusions and complications

X. Tax planning must coordinate with college planning.

Y. What is our process?

Z. Our kids are young, do we really need to start that early?

Nice to meet you!

Who we are...

With the ever-increasing complexity and cost of college, it's more important than ever for families to plan properly. We're a team of about 30 professionals, visit this link to see their impressive biographies!

I'm Greg Stevens, owner of Genesis College Strategies. I've been in financial services since 2004 and have helped thousands of families with college since 2010.  I'm a black belt, I race mountain bikes, a graduate of UT Austin and I have two awsome cats!  Let's build a plan for your students to get them into the college of their dreams.

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You have questions?  We're here to help!

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