XYPN Pre-Conference 2021
November 8 @ 9:00 am - 5:00 pm
With Joe Messinger, CFP® and Heather Jarvis, J.D.
If you’re serving Gen X or Gen Y clients, college planning is key. The sticker price for a college education is now between $100,000-$320,000 per student – if you graduate in four years.
So, what are we as financial planners doing to help our clients? Gen X and Gen Y families need help reducing the cost of college and navigating loan repayment, both for their kids and for themselves. Most advisors aren’t prepared to answer their questions and serve them effectively. Are you?
Your ideal clients need you to be informed about financial aid and student loans. They’re looking for answers. We have them. Join the profession’s leading experts on college funding and student loans to learn how you can attract and serve ideal clients by addressing their biggest financial concerns!
What You’ll Get:
- A proven system for better College Planning
- Key ways to differentiate your Financial Planning Practice
- Real answers to your clients’ biggest questions
- Student loan repayment and forgiveness strategies
- Checklists, Tools, Calculators, Templates, and Procedures
- (Pending) CE Credit
This full-day workshop aims to give you the knowledge and tools you need to help clients navigate the college funding investment. Via a full day of in-person training and discussion, Joe and Heather will give you the technical college-planning and loan-repayment skills, as well as practice-management resources and hacks you need, to serve Gen X and Y.
Are you ready to join us this fall?