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