How to Start the College Money Talk: Enhancing Financial Wellness, Family Dynamics & Client Loyalty

How a family pays for college is as important as how much they pay for college. Advisors have a unique opportunity to impact their clients’ legacy of financial wellness. In this discussion, advisors will receive insights on:

  1. Initiating college planning conversations early so that clients are better prepared to balance education goals with the overall financial wellness of the family.
  2. Funding strategies for HNW clients that position students for a brighter future with more confidence, life skills, financial literacy and “skin in the game.”*
  3. Deepening and strengthening relationships by addressing clients’ biggest concerns about college.
  4. Ensuring that family financial wellness is central to college planning.
  5. The benefits of adding college funding strategies to your services to help clients better understand their options and make informed decisions.
*NOTE:  Our funding strategies are best-suited for families that earn too much for financial aid.

CE credit is not awarded for watching the on-demand webinar recording.

Nancy Paul
Nancy Paul is a bestselling author, speaker, consultant, and strategist for financial literacy in college planning. She is the founder of Three Wishes College Strategies and Nancy Paul Inc.
Required to receive CFP CE Credit