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Scary Things Keeping Your Clients Up at Night: Paying for College and Discussing it with Kids!

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It is shocking how few parents have a family strategy for paying for college and how most don't even discuss it with each other and/or with their child. They don't have enough saved for college and also don't way to overburden their students with loans. In this session from FPA Annual Conference 2019, learn how financial planners can help families develop a philosophy and strategy to pay for college, get loans and plan for their child's education in alignment with everyone's goals.

  • Develop a communication plan for families to discuss college funding strategies
  • Apply simple frameworks for education planning to determine appropriate student loan debt

Cozette Wittman

Education and Partnerships, College Inside Track

Cozy Wittman leads the education and partnerships for College Inside Track, an organization that helps families navigate the college process to find right fit and save money. She is considered a national subject-matter expert on late-stage college planning and trains financial professionals around the country on strategies they can use to better serve clients. In addition to being a featured speaker at financial services conferences and high schools, Cozy is a mom of 5 kids with very different goals for college so she is no stranger to the college search challenge.

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Scary Things Keeping Your Clients Up at Night: Paying for College and Discussing it with Kids!
Open to view video.
Open to view video.
Exam
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available