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 strategy. In the first session of our College Planning Masterclass, nationally recognized college planning expert Beth Walker equips advisors with the tools and language needed to lead more strategic, ROI-focused conversations with clients navigating the college decision. You’ll learn how to use Beth’s MAGIC Method and College Cash, Credit & Collateral™ system to help clients approach college as a multiyear, high-cost project that directly impacts retirement readiness, estate planning, and intergenerational wealth transfer. The session provides a clear framework for modeling cash flow, balancing financing options, and helping families make emotionally grounded, financially sound decisions.
