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Having the College Money Talk with Clients and Their Children – An Advisor Perspective

April 20 @ 3:00 pm - 4:00 pm

April is Financial Literacy Month! As a member of the financial planning community, you can help to raise awareness about the importance of financial literacy and the need for financial education.

College provides a tremendous opportunity to educate young adults on how to make financially responsible buying decisions — and you can help college-bound students and their families make exceptional decisions about where they should attend!

Facilitating a pragmatic money conversation as a family with your clients can greatly reduce the amount of stress, anxiety, and fear involved in the process and ensure students graduate with manageable student loan debt without robbing retirement.

In this financial literacy focused webinar, you will learn how to facilitate a great money conversation with your college-bound parents and their student, by:

  • Being the guide your clients need so they can be the hero for their children
  • Openly discussing budget, loans, and expectations
  • Deciding how much of the financial responsibility the student will take on
  • Choosing a college that matches your student academically, personally, and financially
  • Understanding how to create a smart lending strategy
  • Exploring the financial realities of life after college

Join us on April 20th at 3 PM ET to learn how you can be the guide that families desperately need to navigate the college funding maze and make more informed college buying decisions.




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