• MODERN THINKING ON INVESTING

    ORIGINAL ANALYSIS AND CURATED RESEARCH

  • Family Strategies for Paying for College and the Strategic Use of Student Loans

    Cozy Wittman, Education and Partnerships Manager, College Inside Track

    Presentation for the Financial Planning Association with Cozy Wittman, Education and Partnerships Manager, College Inside Track.

     

    Education and networking are a way of life for Cozy. At College Inside Track she runs both the parent events as well as professional development training for those who work with families who have high school students. She speaks nationally about college search, training financial and other professionals.

    Cozy is excited to connect with organizations and families interested in learning more about the complex college process. She is a mom of 5 kids with very different goals for college, so she is no stranger to the college search challenge. from collegeinsidetrack.com/our-team-2/

  • Financial planning offered through Modern Capital Concepts, Inc. a Registered Investment Advisor in the states of Illinois and Texas and separate entity from LPL Financial.

     

    Khloé U. Karova holds the Series 7 with LPL Financial and 66 license with LPL and Modern Capital Concepts. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Illinois, Indiana, Wisconsin, Alaska, California, Colorado, Florida, Kentucky, Massachusetts, Missouri, Nevada, North Carolina, New Jersey, New York, Oregon, Pennsylvania, Texas, Virginia, and Washington.

     

    Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, member FINRA /SIPC.