Advisor Roundtable

January 3, 2023

Webinar Recording
 
Thanks for joining us for our January Roundtable with Peg Keough, College Aid Pro’s Director of Education & Jonathan West, CAP College Planning Expert.
 
We discussed:
 
1. Student dependency
2. Entering assets into the CAP software
3. Custodial parent definition
4. Business value calculation
 

Register HERE for our advisor only webinar on 1/11 @ 12:00 pm ET: The FAFSA is Here! Practical Insights and Guidance to Help Your Clients

 

Not registered yet?  Join us for Roundtable by clicking the button below!

Additional Resources

Welcome Back!