A college education can set someone on the path to financial and career success. More jobs than ever in the US rely on college graduates, but the price of College has continued to soar. Americans are shifting their behavior as it comes to college, funding, and how to approach college savings in general. In this presentation, we will look at data from Sallie Mae on how Americans are paying for college and how to bridge that gap with effective planning strategies.
Join Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, Director of Retirement Research and Managing Director of Carson Coaching, and Chad Pisorchik, Director of Strategic Partnership Acquisitions at Sallie Mae, for this presentation on the details and basics of creating a college savings plan for clients and how to put your clients on the right track to college planning.
- Learn how COVID-19 has affected college decision-making
- Revisit the role of each funding source for college planning
- Discover how families make decisions about colleges
- Determine how to handle scholarship searches for clients
- Review how to incorporate student loans and 529 plans
Registration Fee: $19
Jamie Hopkins is the Managing Director of Carson Coaching and Director of Retirement Research at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. A nationally recognized writer, researcher and educator, Jamie is a regular contributor for Forbes, InvestmentNews and MarketWatch. He has been published in dozens of financial, educational and legal journals, and he’s the media’s go-to expert on retirement income planning and tax law.
Chad Pisorchik – Director of Strategic Partnership Acquisitions, Sallie Mae
CE Credits: There are no CE credits available for this program.
Note: The webinar will be available in the Downloads area of My Account for unlimited viewing.