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Welcome to the Academy of Financial Service’s 2019 Annual Meeting being held in Minneapolis, Minnesota in conjunction with FPA’s Annual Conference 2019. This is the full agenda for AFS. For details on FPA items, visit their Full Schedule. Please report any errors to support@academyfinancial.org.
Wednesday, October 16 • 10:45am - 11:45am
FPA® Educational Breakout Sessions | Block 1: Scary Things Keeping Your Clients Up at Night: Paying for College and Discussing it with Kids! [CFP CE]

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For more details, visit the FPA® Full Schedule.

It is shocking how few parents have a family strategy for paying for college and how most don't even discuss it with each other and/or with their child. They don't have enough saved for college and also don't way to overburden their students with loans. In this session, learn how financial planners can help families develop a philosophy and strategy for paying for college, getting loans and plan for their child's education that aligns with everyone's goals.

Learning Objectives:
  • Develop a communication plan for families to discuss college funding strategies
  • Apply simple frameworks for education planning to determine appropriate student loan debt

Speakers
CW

Cozette Wittman

Education and Partnerships, College Inside Track


Wednesday October 16, 2019 10:45am - 11:45am CDT
101 ABC

Attendees (3)