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Expanding the Value of Holistiplan with College Aid Planning

July 27 @ 2:00 pm - 3:00 pm

You probably know that College Aid Pro is the industry leader when it comes to helping advisors as they help their clients plan for their children’s higher education. But did you know the team at College Aid Pro often uses Holistiplan to model how a few unique tax planning strategies can often help families make a dramatic dent in what they pay out of pocket for their children’s higher education? And yes, this includes higher earners! Now College Aid Pro is going to model some of those most valuable strategies for us in a value-packed live webinar full of actionable content.

Join us to learn what challenges families face and the planning opportunities advisors need to know. A few highlights of the webinar will include:
-Leveraging tax independence for children of high net worth clients
-Avoiding common mistakes that divorced families make
-Helping small business owners cut the cost of college with tuition reimbursement plans
-Implementing income and asset strategies to maximize financial aid offers and minimize taxation
-Explaining the FAFSA Simplification Act and its impact on college students and their families

Join us on July 27 @ 2:00 pm EST
Register Here!


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