Linkedin

Roger Lorelle

Collegiate Funding Solutions
President
rlorelle@cf-solutions.com
(919) 469-1996

Cfs logo med
Roger is the founder and president of Collegiate Funding Solutions. For over 20 years, CFS has been an industry leader and innovator in providing college-planning software to financial advisors for use with their clients.

Roger is involved in all aspects of software development, enhancement, new software and services introduction, marketing, and business development activities at CFS.
 

About Us: CFS’ mission is to help families with college-bound children save on and not just for college costs with the help of their financial advisor/financial institution

Collegiate Funding Solutions' college-planning software, add-on tools, subject-matter experts, college admissions and financial aid services, educational resources and marketing material equip financial advisors to deliver significantly more value - beyond just savings strategies - to clients with college-bound children and differentiate/grow their business in the process.
 

Archived Webinars

BEYOND SAVINGS: HOW TO REALLY HELP YOUR CLIENTS PLAN FOR COLLEGE COSTS
Recorded Date October 18, 2021  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other