Advisor Roundtable

June 7, 2023

Webinar Recording

Peg hosted Roundtable this week and there was a lot of great discussion. Here are the highlights from the hour:

  • Talked in detail about best practices when working with divorced and remarried families
  • Reviewed the onboarding options and how to maintain privacy with two-family households.
  • Spoke about what to do with an UTMA – strategies and ramifications of the different options
Helpful Link(s):
  • Loan Payments Resume: Link HERE
  • New Advisor Vimeo Channel: Access HERE – We are working on getting everything moved over.
  • Link to join new advisor slack community: Click HERE
  • How to Borrow webinar registration info – see you on 6/29! Register HERE



  • We will be changing the cadence of Roundtable to meet on the first Wednesday of each month. See you on 7/5!
  • Make sure to follow us on Youtube to see all of the videos we’re putting out on timely topics for the college planning process

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

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Welcome Back!