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Webinar Details:
College costs can feel overwhelming—whether you have a junior already considering or a younger student you’re trying to prepare for.
Join experts as they share some of the behind-the-scenes strategies we usually reserve for our full-service families. These are the things we wish every parent knew before making big financial decisions.
⚠️ This session will not be recorded so if you want access to these strategies, you’ll need to attend live.
We’ll cover:
💡 How to Present & Value Assets — 529s, real estate, rentals, and small businessesWhether you’re already working through the forms or planning ahead for a high-school freshman, you’ll leave with more clarity, more confidence, and a much better sense of what to do next. This is a session you don’t want to miss.