College Planning - Beyond the 529

One of the best ways to improve our client's retirement security is by helping them make good financial decisions around their children's education. This session will dive into the key elements of a college financial plan: savings, budgeting, financial aid, scholarships, student loans, and coaching clients to have productive conversations with their college-bound children to get them on board with the plan. We'll also provide annual touchpoints to add value to your client conversations.

Learning Objectives:

• Understand how scholarships work, who's eligible for what types of scholarships, and the FAFSA and CSS Profile
• Communicate college costs and how to plan for them
• Explain how current changes at the Department of Education and other funding sources might impact college costs