Webinar

Incorporating College Education Planning into Your Practice

Posted on May 4, 2021

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.

Tired of Never Really Clocking Out?

We could help you shave hours off your work week.

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