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.
Beth Walker
College Planning Expert | Senior Wealth Strategist Carson Wealth | Center for College Solutiions
Beth Walker is a senior wealth strategist at Carson Wealth. Having spent 25 years as a wealth advisors, 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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