College Planning as a Major Capital Purchase - Case Studies
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
About the Course
Learn How To
  • Identify the college funding "go to" modules 
  • Learn how to pivot from college to all other financial planning opportunities
  • Focus on the wealth transfers associated with funding college
  • Prioritize collateral capacity for creating cash flow for college
  • Resources available for a college planning case
  • Why nothing changes in the 10 Step COW process for college planning clients
  • Real world case studies of Moneytrax tools and advisors solving problems
  • Major capital purchase planning without spending game scenarios
  • Major capital purchase planning with spending game scenarios
  • Six 60-minute sessions
  • Demo client cases
  • Opportunity to submit your client’s case for course case study
  • Recordings Archive
  • Access to your coach(es) during live sessions to ask Questions
  • Pre and Post Satisfaction Survey
Meet the Coaches
Beatrice Schultz

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 Walker

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)

Sign-up Today

September 14, 2021

Tuesdays, 11:30 to 12:30 Eastern
What members say:
The financial information provided was very valuable.  Learned strategies to help families in all stages even the ones already with children in college.
Divider Text
Even if this isn't your focus, it is imperative that we know enough to guide clients and be sure we aren't overlooking this.  This will definitely set me apart form other advisors.

Circle of Wealth® system by MoneyTrax

321-369-9470 |