Live Webinars
As tax laws and education costs continue to evolve, high-net-worth families are increasingly turning to 529 plans not just for college savings—but as powerful tools for wealth…
Affluent families often invest heavily in college—yet too many students end up switching majors, transferring schools, or tacking on costly fifth years. In this two-part session,…
Today’s financial aid landscape is shifting—fast. From the removal of the sibling discount to the overhaul of how assets and income are reported, families are often left confused…
For many families, 529 plans are the cornerstone of education savings—but for financial advisors, understanding how to evaluate and optimize these plans requires more than just…
For affluent families, college planning is no longer just about writing a tuition check — it’s about aligning one of life’s biggest expenses with a broader financial and legacy…