Incorporating College Education Planning into Your Practice

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.

Fill out the form to follow the conversation at your convenience.