Masterclass Sign-up Form

College planning has been seriously disrupted by numerous changes to federal student loans, the FAFSA form, and 529 plans. Are you well versed in these changes? and how clients can best fund college after these changes?   

The 5-session Masterclass, led by college planning expert Beth Walker, feature a team of THE experts in student loans, FAFSA and CSS Profile, 529 plans, and college counseling. Plus, estate planning attorney Alan Gassman will share how to use Dynasty 529 planning to fund education for generations.   

Details:

• Duration: Five sessions, each including a 1.5-hour presentation followed by a 30-minute live Q&A.
• Dates: Oct 1, 9, 15, 22, 29.
• Format: Interactive PowerPoint presentations.
• Exclusive Bonus: 

Continuing Education Credits:
Each session will be approved for CE credits for the CFP designation, as well as for those requiring IARand CPE credits, ensuring advisors stay compliant while enhancing their expertise.

Join us for this in-depth series to elevate your college planning knowledge!