Learn how to use the Circle of Wealth® tools at your fingertips to help your clients pay for the major capital purchase of College through case studies of real clients scenarios
Beatrice Schultz, CFP®, BSc, MSM, is the co-founder of Westface College Planning, Westface Financial & Insurance Services and Westface Financial Advisory, a registered investment advisory firm. (Learn more about Beatrice)
Beth is a mom on a mission. She collaborates with families to create better futures—for their college-bound kids and the parents they leave behind. Working with families all over the county (Learn more about Beth)
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Circle of Wealth® system by MoneyTrax
321-369-9470 | moneytrax.com