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Educational Affordability Summit

Educational Affordability Summit

Many people feel daunted when considering the topic of educational affordability for themselves or their children. Information is key.

Have you ever wondered if a private or independent school education is within reach for your child? Many people don’t even explore whether or not a K-12 private education might be affordable. Would you be surprised to learn that professional, dual-income families may be eligible to receive financial assistance?

The Educational Affordability Summit hosted at La Jolla Country Day School is an opportunity to explore how to afford the most enduring and precious of all gifts: the gift of education. The lifelong impact of a quality education is transformative.

Whether you’re interested in affording a K-12 private education or a college degree, join us for resource booths and presentations on financial assistance for independent schools, 529 college savings plan, financial aid for college and related topics.

The event is open to the public. There is no cost to attend.

Fill out my online form.


Keynote Presentations: 12:25–2 p.m.

12:25–12:55 p.m.
The National Association of Independent Schools (NAIS)
Mark Mitchell, vice president of NAIS, is one of the most respected thought leaders in financial aid management by maintaining stewardship of the School and Student Services methodology, enhancing services around access and affordability, and delivering relevant professional development that helps schools effectively address issues of pricing, access, affordability and financial aid management. 
1–1:30 p.m. The HEFAR Group
The HEFAR Group strives to make college education more affordable for everyone. Their mission is to help families lower their out-of-pocket expenses and increase their eligibility for financial aid by helping them qualify for all of the grants, scholarships and other aid. In addition, The HEFAR Group creates strategies to help families pay for the costs that are left uncovered so that paying for college is not such a huge financial burden.
1:35–2 p.m. ScholarShare 529
As California’s state-sponsored, tax-advantaged 529 college savings plan, ScholarShare 529 is helping families and individuals save for the cost of higher education. ScholarShare 529 representatives will be on hand to discuss:
  • The cost of higher education
  • How the tax-advantaged 529 college savings plan is a smarter way for families to save for the cost of higher education
  • Getting started
  • FAQs


The HEFAR Group: The HEFAR Group is a non-profit division of STF Wealth Management dedicated to helping families and individuals plan financially for college.
The National Association of Independent Schools (NAIS): NAIS is a nonprofit membership association that provides services to more than 1,800 schools and associations of schools in the United States and abroad, including more than 1,500 independent private K-12 schools in the U.S.

ScholarShare 529
ScholarShare 529 is California’s state-sponsored, tax-advantaged 529 college savings plan that’s helping families and individuals save for the cost of higher education. 
WestPac Wealth Partners
WestPac Wealth Partners is a privately-held wealth management firm, founded with the intent to assist clients in every aspect of their financial lives.
Willis Allen Real Estate
Established in 1914, Willis Allen Real Estate (WARE) is the largest and most respected independent real estate firm in San Diego County. WARE assists buyers and sellers with their most valuable investment both locally and globally; learn more about Prop 60, 1031 Exchange and Green Realtor and how these programs can enhance your real estate investment portfolio.
First Degree 
First Degree is one of the few college consulting firms in the nation specializing in Post-Placement Advising. First Degree delivers academic, career, and financial advising to college students and their families.

La Jolla Country Day School’s Office of Admission
Members of the La Jolla Country Day School’s Office of Admission will be available for families who would like to learn more about the educational opportunities at LJCDS.

Financial Assistance at La Jolla Country Day School
CFO Dave Sigal, Controller Kelly White and Director of Financial Assistance and Enrollment Management Brian Murphy will be available to discuss La Jolla Country Day School’s need-based financial assistance program as well as provide one-on-one consultations for families who are engaging in the financial assistance application process at LJCDS.
La Jolla Country Day School’s College Counseling Team
  • Ken Magid, assistant director – college admission services, provides parents a larger and healthier view of the college admissions system and equips them with the tools to assist their child in the process.
  • Co-directors of college counseling strive to educate, guide and support students and their families through the college search and application process. Our ultimate goal is for students to attend a college or university where they will be successful and well-equipped to continue that success in life.

La Jolla Country Day School

9490 Genesee Avenue
La Jolla, CA 92037

© 2020 La Jolla Country Day School