The four-year sticker price of college now exceeds $300,000 at some of our most prestigious institutions. As a result, we now have over 44 million student loan borrowers in America and our outstanding education debt now exceeds $1.7 trillion. With these concerns in mind, college bound families are actively seeking out advisors to help them with funding the costs of higher education while staying on track for retirement. However, training on financial aid and late-stage college planning has long been overlooked by most advisor education programs.

Self-study exam based on the Journal of Financial Planning, May 2022 Issue

Self-study exam based on the Journal of Financial Planning, April 2022 Issue

Parents of a child with developmental disabilities have a variety of financial implications to consider. From waivers to government benefit programs, parents need to understand how their actions (or inaction) can impact a child's eligibility for various benefits. Learn planning strategies to help parents to maximize benefits and plan for their loved one's future.

Self-study exam based on the Journal of Financial Planning, March 2022 Issue

Self-study exam based on the Journal of Financial Planning, February 2022 Issue

Self-study exam based on the Financial Services Review, Vol. 30 No. 1 Issue

Making a smart Social Security claiming decision is more complex than many retirees and financial professionals may realize.

Self-study exam based on the Journal of Financial Planning, January 2022 Issue

Self-study exam based on the Journal of Financial Planning, December 2021 Issue