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College Planning

When you join, get immediate access to the previous group's Recordings Archive. Start Learning Today!  

Starts February 5, 2019 11-12:30 Eastern (Tuesdays)

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Eight Weekly Sessions Reserve Your Spot Now!

What You Will Learn

 

The 12 Critical Components of a Successful College Planning Strategy

Circle of Wealth® & Personal Economic Model® Tools for Solving College Planning Challenges

When and how to use the Circle of Wealth®'s Client Process for College Planning Clients

You will also learn how to: 

  • Quickly estimate a family's Expected Family Contribution (EFC)
  • Determine a family's catergory of aid/planning priorities
  • Identify a family's wealth transfers and associated opportunity costs
  • Use Retirement Ready or Not to solve 
  • Create and demonstrate alternative scenarios and their benefits
  • Generate reports showing a current position 
  • Generate reports showing an improved position based on your recommendations

What's Included

  • Eight 90-minute sessions
  • Live instructor training and dedicated support answering Q&A during the sessions 
  • Course guide (Here to review the curriclum outline)
  • Demo case study files
  • Group session recordings
  • Recordings archive of COW College 2018's "College Planning" Breakout Session
  • Pre and post course satisfaction surveys

Your Instructors

Beatrice Schultz, CFP® Click here to watch a short video introducing Beatrice  

Beth V. Walker Click here to watch a short video introducing Beth

Your Investment: $500 per person