Financial Planning

Learn essential financial planning strategies in this comprehensive 90-minute webcast covering a wide range of topics. Explore methods for breaking money silence across generations, understand the FSCP® certification and its practical applications, and discover how advisors can leverage the QBI deduction. Gain insights into college financial planning, including the role of Certified College Financial Consultants, student loan forgiveness programs, and decision-making processes. Examine various college funding philosophies and strategies, delve into effective college savings approaches, and compare the benefits of using ROTH IRAs and 529 plans as college saving vehicles. Equip yourself with valuable knowledge to make informed financial decisions and provide expert guidance in the realm of personal and educational finance.

WEBCAST: Breaking Money Silence Across Generations.
FSCP®: Transforming Knowing Into Doing.
QBI Deduction: How Advisors Can Take Advantage.
What is a Certified College Financial Consultant?.
Student Loan Forgiveness.
Student Loan Decisions.
College Funding Philosophy: An Example.
College Funding Philosophies.
College Planning Strategies.
College Savings Strategies.
ROTH IRAs as a College Saving Vehicle.
529 Plans as a College Saving Vehicle.