6 Critical Steps to Paying for College Presented by Calamos Investments Earn 1-hour CFP® CE credit while taking in a Zoom presentation covering 6 Critical Steps to Paying for College In...
Corporations are devoting millions to diversity initiatives, here’s how that affects education planning Three private equity firms just pledged $90 million to HBCUs. Here’s what that means for advisors and their college-bound clients.
Enterprise Solutions & Data Analytics Join us to learn how advisors are blowing their clients away with CAP: Private Scholarship Search (Over $10 billion right...
Scaling Your College Planning Practice: Identify Your Ideal Clients Let’s face it: not everyone is going to be a good fit for your business. So why waste your valuable...
How College Planning Fits into Comprehensive Planning College planning is a universal part of the American parents’ experience. There’s going to be a $20-80,000/year expense in their...
Are you a financial advisor who can empathize with parents of college bound kids? Put yourself in the shoes of a parent with a high school senior, a sophomore, and an 8th grader… You...
