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ON-DEMAND RECORDING
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About the Course
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Learn
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- 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
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Demonstrate
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- 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
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Resources
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- Six 60-minute Video Training sessions
- Demo client cases
- Ability to email coach(es) course-related questions
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Meet the Coaches
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Beatrice Schultz
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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)
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Beth Walker
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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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Pricing
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What members say:
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The financial information provided was very valuable. Learned strategies to help families in all stages even the ones already with children in college.
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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.
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Become a Trusted Financial Expert
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(321) 369-9470 | hello@moneytrax.com | Vancouver, WA
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