College Planning
Case Studies On-Demand

Learn how to help your clients save for College, and communicate your solutions with the Circle of Wealth® tools.
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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

Demonstration Cases

  • Why nothing changes in the 10 Step COW process for college planning clients
  • Real-world case studies of Circle of Wealth® tools and advisors solving problems
  • Major capital purchase planning without spending game scenarios
  • Major capital purchase planning with spending game scenarios

Resources

  • Six 60-minute Video Training sessions
  • Demo client cases
  • Ability to email coach(es) course-related questions

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

Demonstration Cases

  • Why nothing changes in the 10 Step COW process for college planning clients
  • Real-world case studies of Circle of Wealth® tools and advisors solving problems
  • Major capital purchase planning without spending game scenarios
  • Major capital purchase planning with spending game scenarios

Resources

  • Six 60-minute Video Training sessions
  • Demo client cases
  • Ability to email coach(es) course-related questions

Coaches (Instructors):

Beatrice Schultz

Executive Coach & CEO of MoneyTrax North Amercia
Connect with Beatrice on LinkedIn
It’s not every day that a chemical engineer with a Master of Science in management and 25 years in corporate America, makes the shift to financial planning. 
Learn more about Beatrice >

Beth Walker

Executive Coach & Master Mentor
Connect with Beth on LinkedIn
Beth collaborates with families to create better futures—for their college-bound kids and the parents they leave behind.  Beth enthusiastically shares the concepts she wrote about in her book, Never Pay Retail for College.
Learn more about Beth >

Coaches (Instructors):

Beatrice Schultz

Executive Coach & CEO of MoneyTrax North Amercia
Connect with Beatrice on LinkedIn
It’s not every day that a chemical engineer with a Master of Science in management and 25 years in corporate America, makes the shift to financial planning. 
Learn more about Beatrice >

Beth Walker

Executive Coach & Master Mentor
Connect with Beth on LinkedIn
Beth collaborates with families to create better futures—for their college-bound kids and the parents they leave behind.  Beth enthusiastically shares the concepts she wrote about in her book, Never Pay Retail for College.
Learn more about Beth >

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.

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.

$300

Immediately Receive Access to the Video Training & Shared Resources

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