Events

At West Financial, we have clients and employees helping their teenaged children figure out next steps post-high school graduation.  In our research, we have established a connection with Cozy Wittman, a national college search expert with College Inside Track. We are happy to welcome Cozy Whittman, College Inside Track, back on Wednesday, April 20, 2022 at 12:30 p.m. EDT, to expand on the conversation. We anticipate covering such topics as how the changes impact families with multiple children in college, divorced families, the differences between needs-based aid and merit aid, how to find real scholarships, and the role of SAT/ACT scores.

Campus visits are limited, ACT/SAT testing is evolving daily, do the colleges even care?! How does a family do a college search in this environment? 

West Financial Services presents our "Financial Planning 101" webinar, focusing on financial planning basics. It is suitable for our younger clients, or children/grandchildren of older clients and discusses why financial planning matters.