Education Planning for the Next Decade: Practical Success Strategies | PFP learning library webcast archive
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Education Planning for the Next Decade: Practical Success Strategies | PFP learning library webcast archive

3 months ago · 2 hour 5 min watch

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Due to the rising costs of higher education, the shift to eLearning, and the impact of COVID-19, clients are relying more than ever on advisors to help them navigate the financial complexities associated with the college funding and financial aid planning processes. In this presentation, Ross will share creative education planning strategies you can use with business owners, high income/high net worth individuals, middle income individuals, divorced/divorcing couples, blended/non-traditional families, and grandparents as they experience the higher ed revolution first

Download the Handout: Education planning for the next decade

File name: 20210629-education-planning.pdf

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