Description
Is your clients’ education planning strategy up to date? Join us for a FREE webinar where we’ll reveal the top five college and education planning strategies every advisor should know. Learn how to assist clients with student debt, leverage tax-advantaged savings plans, maximize financial aid opportunities, and more—all while integrating college planning into their broader financial strategy.
Join Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax, and Justin Peek, CFP, CCFC, CLTC, as they discuss how to:
Help clients manage student debt effectively.
Maximize financial aid and tax benefits for education.
Integrate education planning into your clients’ long-term strategies.
Learning Objectives
Recommend appropriate education savings vehicles given tax implications, dollar amount of savings needed, and the client’s preferences and situation.
Describe the common types of financial aid.
Determine the optimal choice of debt financing for college education.