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Beyond Savings: How to Really Help Your Clients Plan for College Costs

BEYOND SAVINGS: HOW TO REALLY HELP YOUR CLIENTS PLAN FOR COLLEGE COSTS

Cost $15.00
Presentation Length 1.0 hour

Recorded DateOctober 18, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

This educational presentation will focus on topics that can help advisors understand and capitalize on critical college-planning opportunities in the current college-cost landscape, where costs can often exceed $250,000 for one child. 

This webinar will cover essential college planning and admissions strategies for middle- and high-income clients that can help them reduce out-of-pocket college costs and keep more assets intact and growing during the college years.

The fiduciary standard obligates financial advisors to offer more than simplistic college savings strategies to clients with college-bound children. This educational webinar will educate advisors on how they can better meet their fiduciary responsibility to clients with college-bound children.

Learning Objectives:


  • Define critical topics needed to help clients save for college and reduce college costs

  • Identify the top mistakes that parents and their advisors make that end up increasing college costs

  • List 529 plan pros/cons and alternatives

  • Outline key admissions-based strategies that can dramatically reduce college costs

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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 Our Presenter

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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.