We are exceedingly delighted to extend an exclusive invitation to you for a compelling webinar we are hosting in conjunction with our strategic partner, Jeff Roche Regional Business Consultant from John Hancock.

As you embrace the journey of professional advancement, you may find yourself pondering about the future education scenario for your children or perhaps for yourself. Whether you're a young professional considering further study, a parent evaluating options for your children's higher education, or someone contemplating a mid-career return to academics, we comprehend the covet of having a robust college plan in place.

October 1^st is the first day you can apply for the FAFSA for the school year 2025-2026. The FAFSA rules changed for the school year 2024-2025. Do you know the impact of these changes on your clients?

With that in mind, we will be hosting a virtual workshop on Thursday, October 10th at 6:00 PM. Topics covered will include:

•                         How the EFC (Expected Family Contribution) is calculated.
•              Recent changes to some of the important dates.
•                         Changes to the FAFSA because of the CARES Act and implications for your clients.
•              How to utilize multiple options to pay for college while minimizing the impact on financial aid.

Jeff Roche is Regional Business Consultant with John Hancock Investment Management. His end goal is to help financial advisors improve their client’s experience in reaching their financial goals.

Jeff was a 529 Specialist with John Hancock Investment Management. He partnered with financial advisers who were looking to maximize how 529s can impact their clients’ total financial plan.

Prior to working as a 529 Specialist, Jeff worked as an Internal Wholesaler with John Hancock Investment Management from 2012 to 2014.

Before John Hancock Investment Management, Jeff spent 6 years working at MFS Investment Management.

Jeff is a National Social Security Certificate Holder. The knowledge obtained through NSSA® Certificate Program, in conjunction with adherence to the NSSA® standards of excellence, continuing education, and access to ongoing support, enables those who earn the Certificate to perpetually stay at the top of their game for Social Security consulting.

He also holds the CEPA® and CRPC® designations.

In addition to working in financial services, Jeff has also worked in Real Estate and Insurance.

When he is not helping advisors improve their client experience, Jeff dreams of making people laugh through stand-up comedy. However, his wife Alicia and daughter Mia don’t think Jeff is as funny as he thinks he is.

Jeff Roche is neither affiliated nor registered with Cetera Investment Services LLC. Any information provided by Jeff Roche is in no way related to Cetera Investment Services LLC nor its registered representatives.