How to Incorporate College Planning Into Your Practice

February 13, 2025  10am PT/1pm ET

Live Webinar 


2.13.25 (1)

Registration


** This webinar is for advisors ONLY. We offer separate, parent-centered webinars that you can share with your clients.**

College planning is on the rise, and your clients need your expertise more than ever. Let us help you stay ahead of the curve. In this webinar, CAP experts Matt Carpenter and Peg Keough will walk you through the essentials of adding college planning into your practice.

We’ll also have panelists sharing their experiences using our software platform to streamline their process and provide even more value to their clients.

You’ll learn about:

  • How to easily incorporate college planning into your practice
  • Why college financial planning matters and how to get started
  • Real-world insights from advisors who are using our platform
  • Simple strategies for helping families manage college costs
  • How our software can make it all easier for you and your clients

You don’t have to become a college planning expert—that’s our job. Let’s make adding this service to your practice simpler and more impactful.