NEW College Planning Case Studies


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Beth & Beatrice will share their real clients' scenarios and walk you through how they helped them prepare for college.

September 8, 2020 Tuesdays at 11 am Eastern

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Eight Sessions with Beth Walker & Beatrice Schultz 

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 category 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
  • Eight demo case studies with NextGen Contact files and Spending Games scenarios
  • Group session recordings
  • Recordings archive of the 2019 College Planning Fundamentals Course
  • 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

 

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