Live Webinars
College admissions has become more complex, less predictable, and far more stressful for families — and clients are looking for guidance. And many are coming to you for…
The Treasury Department and IRS have issued proposed regulations interpreting the newly enacted Trump accounts under IRC §530A—introducing a complex framework that extends well…
Student loans remain one of the most misunderstood—and rapidly changing—areas of college planning. Federal repayment programs continue to evolve, forgiveness options shift with…
In this eye-opening session, college planning experts Beth Walker and Joe Messinger will show financial advisors how even high-income, high-asset families — including business…
The tax landscape continues to evolve—and many of the most talked-about proposals could materially reshape how advisors plan for income, deductions, and long-term wealth…