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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