WAUKESHA COUNTY ESTATE PLANNING COUNCIL, LTD.

Join us for a discussion with Certified Financial Planner® Brad Baldridge of Baldridge College Solutions and Baldridge Wealth Management, who will discuss college planning strategies and how it can impact estate planning.

ALL RSVPS MUST BE RECEIVED BY October 9, 2025.

The dinner menu is as follows:

• Mixed Baby Field Greens
• Braised Beef Short Ribs with Broccolini and Garlic Mashed Potatoes
• New York Style Cheesecake

At the Intersection of College Planning and Estate Planning

Paying for college has become one of the largest financial challenges many families face—and it often intersects directly with estate planning decisions made by parents and grandparents. This presentation will explore how college funding strategies and estate planning tools overlap, and how professionals can help families make better, integrated decisions.

Topics to be Covered:

• How the FAFSA works and how need-based financial aid is calculated
• Strategies families can use to maximize need-based aid eligibility
• The impact of an inheritance on financial aid and taxes
• An overview of the five federal financial aid programs, with updates from OBBBA
• Diagnosing problems created when families inherit, and solutions that can be implemented both pre-mortem and post-mortem
• Common pitfalls to avoid when creating estate plans for families with future college students

Brad Baldridge is a Certified Financial Planner® and college funding specialist with over 20 years of experience helping families plan and pay for higher education. He is the founder of Baldridge College Solutions and Baldridge Wealth Management, where he works with families to create integrated strategies that align college planning, tax planning, retirement planning, and estate planning.

Brad is also the host of the long-running podcast Taming the High Cost of College, where he educates parents and professionals on the complexities of financial aid, scholarships, and smart funding strategies. His unique expertise at the intersection of college planning and estate planning has made him a trusted resource for both families and advisors.