Join us for a webinar where Joe Messinger, CFP®, offers valuable insights on how financial planners can facilitate more effective discussions between parents and their children regarding college funding. The webinar covers various crucial aspects, including school selection, essential applications and formulas, and strategies for reducing college costs. Joe elaborates on specific methods to optimize clients' financial resources for college expenses, incorporating tuition discounts, tax optimization opportunities, lending strategies, and scholarships. Advisors will learn:
- Which unique challenges affluent clients may face when planning for college expenses
- How to facilitate conversations about higher education planning and school selection with clients and their students
- Which tax strategies are associated with education planning
- How to analyze student financial aid packages to determine which loans would benefit the client and discuss opportunities to appeal
