One of the most significant expenses your clients likely have their eyes on is the rising cost of a college education.

A source of stress for many, this funding challenge can be overcome with proper planning.

During this on-demand webinar, learn how to turn college education planning into a value-add for your business with help from a college planning software built for advisors. We also discuss:

• How 529 plan benefits vary from state to state
• How you can help clients with their college funding strategy
• How College Aid Pro empowers advisors and their clients
• Hosting this important conversation are Jessica Harrington, Executive Business Coach at Carson; Beth Walker, Wealth Advisor at Carson Wealth; and Joe Messinger, Chief Education Officer at College Aid Pro.

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts

Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life

By: Ana Trujillo Limon
Welcome to the third episode of Framework’s special behavioral finance series. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, is joined by Daniel Crosby, Ph.D., Chief …

Julie Ragatz, Ph.D.: Behavioral Finance Theory & Decision Making

By: Ana Trujillo Limon
How can firm owners use behavioral finance theory to make better business decisions? Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Julie Ragatz, Ph.D., …

3 Things to Consider in Creating a Stellar Client Onboarding Process and Raving Fans

By: Jessica Harrington
You’ve spent so much time and effort on your prospecting process, and you now have a few new clients to onboard. And you only have one chance to make …

Samantha Lamas: ​​Understanding and Improving Advisor-Client Relationships

By: Ana Trujillo Limon
When told to rework their financial plan by following the PERMA-V framework, 70% of people changed one of their top three goals. This week on Framework, Ana Trujillo Limón, …
1 2 3 140