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To Be the Expert or Outsource College Planning?
College planning is the number 1 financial concern of 73% of parents in the US with kids under 18. Number 1. More than their own retirement, tax reduction, career planning, emergency savings, or taking care of their aging parents, they can't see beyond the college tuition bills headed their way. Gen X parents want to know they can launch their kids to successful lives, but they're looking at costs as high as $80,000/year, many with more than one kid, and they can't find sensible answers.
Advisors, on the other hand, haven't been trained how to navigate college funding, and some simply don't feel they have the time to learn. We get it, but we can't simply recommend 529s or say we don't do that kind of work and leave it at that. Our clients deserve better. They need our help.

Join us to learn how advisors are taking action in one of two ways to provide great advice without taking their eyes off of everything else they do that matters:

1. Be the expert and partner with us to make your college planning discussions efficient and impactful.
2. Refer clients to a trusted expert so they can save thousands on the cost, avoid excessive debt, and continue to track toward their retirement goals.

We'll provide slides, the recording, and additional resources to anyone who registers but can't attend live. We look forward to seeing you there!

Jun 9, 2022 02:00 PM in Eastern Time (US and Canada)

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Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Joe Messinger.