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

Insights into Investments from Partner Summit

By: Carson Group
Keeping up with the markets and investment strategies can be a challenge for any advisor, but it’s easier when you can leverage the help and resources of a partner …

Advisors Face A Diversity Problem

By: Carson Group
The first step to solving any problem is to recognize that one exists. In this case, that problem is the lack of racial and gender diversity in the financial …

Jake Bleicher, CFA: Carson’s Women’s CEO Fund

By: Ana Trujillo Limon
Women-led companies aren’t just a moral choice, they can be a smart financial investment. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jake Bleicher, …

Encouraging Diversity and Lessons from the Kitchen with Chef Lauren Owens

By: Jamie Hopkins
In today’s episode of Framework, Jamie talks with Lauren Owens, a private chef based out of New Jersey. Lauren has been a line cook, an executive chef, and everything …
1 2 3 146