Webinar Registration

Master the New Rules of College Planning in 2025
Date:
Duration: 60 minutes
Beth Walker
Beth Walker
College Planning Expert | Senior Wealth Strategist Center for College Solutions

Beth V. Walker is an openly obsessed, chronically consumed, notable nerd, regarding all things college. She routinely reduces families’ out-of-pocket college expenses, saving them 25% – 50% on the cost of college. 

Having spent 25 years as a wealth advisor, Beth understands the cash flow intensity of the college years, the impact paying for higher education has on current lifestyle and future retirement, and the challenges families face before, during, and after campus drop off. Beth has written two books – Never Pay Retail for College (2017) and Buying College Better (2024) and has created the MAGIC Method for giving families complete confidence in their choice of school.

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College planning has entered a bold new era—and financial advisors who want to stay ahead must master a dramatically changing landscape of aid formulas, loan rules, tax coordination, and institutional pricing strategies. 

This preview session will introduce the essential frameworks from our upcoming five-part College Planning Masterclass, led by college planning expert Beth Walker, giving advisors a firsthand look at how to guide high-income and high-net-worth families through the latest FAFSA reforms, the new Student Aid Index (SAI), OBBBA provisions, federal loan changes, 529 planning techniques, and merit-based admissions strategies. Whether your clients are facing sticker shock or trying to fund multiple children through elite schools, this session will equip you with the language, tools, and planning mindset to turn uncertainty into opportunity—and position you as a trusted expert in one of the most emotionally charged and financially complex stages of a family’s life.