College is the second largest investment that most families will make in their lifetime and financial advisors can play a key role in helping clients navigate this complicated landscape. Join with the author to learn more about the significant shift in how student aid is determined, the strategic use of 529s and other funding sources, and the expected impact of the most recent FAFSA changes. Explore how pairing late-stage college planning and 529s can help you connect with clients to maximize college savings and avoid the huge burden of student loan debt.
Speaker: Cozy Wittman leads the education and partnerships for College Inside Track, an organization that helps families navigate the college process and find the right fit. She is considered a national subject-matter expert on late-stage college planning and trains financial professionals around the country on strategies they can use to better serve clients. In addition to being a featured speaker at financial services conferences and high schools, Cozy is a mom of five kids with very different goals for college, so she is no stranger to the college search challenge.
Format: Journal Live programs are approximately 45 minutes long and consist of a short presentation over the telephone followed by a Q&A session. Questions are submitted by e-mailing [email protected]. This format affords attendees the opportunity for interaction with the expert speaker and a knowledgeable, engaged audience.
Read the article in the January 2022 Journal of Financial Service Professionals: