Advising Clients on Planning for Education

Recording | Slides

With the cost of higher education on the rise, CPAs working with individual clients have the opportunity and responsibility to help clients understand how education costs factor into their big picture financial plan. In this webcast, Ross Riskin, CPA/PFS, will share his expertise so that you can learn how to:
  • Advise students and families on navigating the college planning process through academic planning, tax planning, financial aid planning, and cash flow planning strategies
  • How CPAs can work with clients (and other advisors) no matter what stage in the education planning process they are in