Live: The Future of Financial Aid (a FREE all-day workshop at XYPN Live 2022) If you're serving Gen X or Gen Y clients, college planning is key. The sticker price for a college education...
Garrett Planning Network & College Aid Pro™ Present: The Future of Financial Aid – What Every Advisor Needs to Know Join us to learn what challenges the new law of the land creates for families and more importantly the planning...
Joe Messinger, CFP®, ChFC®, CLU®, CCFC to be featured on Kitces.com! Join us at the May Kitces Monthly Webinar where expert guest, Joe Messinger CFP, ChFC, CLU, CCFC, will share ideas...
Having the College Money Talk with Clients and Their Children – An Advisor Perspective April is Financial Literacy Month! As a member of the financial planning community, you can help to raise awareness about...
A Future-Focused Look At Your College Investment Know exactly what you’ll pay for college — and see exactly what you’ll be getting for your investment.
XYPN Post-Conference Event: College Funding and Student Loan Workshop Thursday, October 15, 2020 – due to XYPN Live conference adjustments for COVID-19, this event will be hosted in a...
Understanding Your Client’s Borrowing Timeline When it comes to discussing college funding, financial planning clients tend to focus on the total cost of the school...
