Course Details

Help your clients navigate the rising costs of higher education and develop effective college savings strategies. You will learn about the macroeconomic factors driving tuition increases and explore practical approaches for families to prepare financially. Gain insights into 529 College Savings Plans, Children’s Savings Accounts, and key considerations when setting up these accounts. Discover what to look for in grant-based financial aid and how to guide clients in evaluating options to reduce out-of-pocket expenses. Leave equipped to explain the challenges and opportunities of college savings and provide actionable recommendations to families planning for higher education.