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hifejubilee

Heartland Institute of Financial Education

Multiple Dates

San Jose, CA

hifejubilee

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HIFE at Jubilee 1 hour before event Free  

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FINANCIAL FOUNDATIONS -

There are many difficult and confusing decisions individuals must make as they plan their financial future. Trying to blend their company benefits, Social Security, savings and investments for a secure future can be a daunting task to do alone.

Our classes are designed to teach you how to lay the groundwork for a more financially secure future. We cover a variety of important financial topics that apply to most individuals and their families. Classes are structured to be interactive, allowing ample time for you to understand how to apply your new knowledge.

The Heartland Institute provides financial education programs for companies and organizations that want their people to enjoy a more financially secure future. When employees and members are more sure of their future and working toward their goals through a sound game plan, they are more productive in the workplace. The programs are offered through alliances with some of the nation’s top educational institutions and are taught by CFEd® instructors who have been approved for membership in the Registry.


COLLEGE PLANNING - 

HIFE CPP Logo Final (3).jpg

Determining the most cost-effective, tax-efficient way to fund a college education is not always easy. Many parents would prefer not to think about it at all – hoping that things will somehow work out.  Due to the “cross-your-fingers” approach, many families face limited choices for college.  In order for families to best prepare for this future event, it is important to understand college pricing, the admissions process, financial-aid and how to best navigate the entire complex college-funding system.

 Unbeknown to many families, colleges and universities compete for student enrollment.  One reason being, that there are fewer students in the marketplace than there were a few years ago.  In fact, some colleges struggle to fill all their seats forcing them to provide significant tuition discounts in an effort to encourage students to attend.  The Heartland Institute employs a variety of strategies to help position families and students to receive optimal placement and funding. 

 The Heartland Institute of Financial Education College Planning Program (HIFE CPP) is a college planning, coaching and funding program, the purpose of which is to help students and parents successfully navigate the complex college preparation, selection and funding process.

 It is the goal of the Heartland Institute to help young Americans obtain a college education.  We help families offset the high cost of college by utilizing proven strategies to help reduce a family’s “out-of-pocket” costs…

 Based on a family’s specific financial situation, we help determine strategies that may reduce the family’s “Expected Family Contribution” (EFC), thereby qualifying the student for “Need-Based” monies from both federal and state resources, as well as the college’s own resources and private resources.

 We provide detailed analysis and strategies that help “mitigate” the high cost of college.  Each client/family is assigned a “Coach” who works directly with the student and parents, assisting them with the college planning, funding and admissions process.


JOIN US

 Wednesday October 23rd- Financial Foundation Intro/ College Planning

Where: Room 212, Upstairs at the Jubilee Admin Building @7:30pm to 09:00pm

Saturday November 9thFinancial Foundation Intro/ College Planning

Where: Room 103, Downstairs at the Jubilee Admin Building @ 10:30am to 12:30pm

 Sunday November 10th Financial Foundation Intro/ College Planning

Where: Room 101, Downstairs at the Jubilee Admin Building @ 11:15am to 01:00pm


*All events are free to attend including any one on one personal coaching.

*No need to register for any of the events.

* Any further questions please click on contact the organizer below.

 

 

 

FAQs

 

Are there ID requirements or an age limit to enter the event?

No age requirement for this event.  In regards to the College Planning Program, it does require the student to at least be a Freshmen in High School.  We strongly encourage you to bring any kids intereste in the College Planning Program.

 

What can/can't I bring to the event?

Bring an open mind and notepad to take notes.

 

Where can I contact the organizer with any questions?

Click on the button on the bottom of the page that says, "Contact organizer"

Or the organizer can be reached via e-mail at william.espinoza@hife-usa.org

 

Is my registration/ticket transferrable?

No registration so no tickets.  We strongly encourage you to bring and invite anyone who may benefit from these courses.

 

Do I have to bring my printed ticket to the event?

No tickets or registration required.

 

What is the refund policy?

None.  It's free to attend :)

 

Where



Financial Foundations and College Planning
175 Nortech Parkway
San Jose, CA 95134

Organizer

Heartland Institute of Financial Education

 

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The Heartland Institute of Financial Education is a National non-profit organization whose mission is to promote financial literacy across America.  We are dedicated to empowering organizations and their people through financial education. This focused education is provided by experienced financial professionals who are recognized by The Institute as qualified instructors. All of these individuals have earned their CFEd® designation – CFE Certified Financial Educator® the first registered credential of its kind. The CFEd® recognizes the financial professional who teaches others.

The Heartland Institute provides financial education programs for companies and organizations that want their people to enjoy a more financially secure future. When employees and members are more sure of their future and working toward their goals through a sound game plan they are more productive in the workplace. The programs are offered through alliances with some of the nation’s top educational institutions and are taught by CFEd® instructors who have been approved for membership in the Registry.

www.hife-usa.org

  Contact the Organizer

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