It is shocking how few parents have a family strategy for paying for college and how most don't even discuss it with each other and/or with their child. They don't have enough saved for college and also don't way to overburden their students with loans. In this session, learn how financial planners can help families develop a philosophy and strategy for paying for college, getting loans and plan for their child's education that aligns with everyone's goals.

Learning Objectives

  • Develop a communication plan for families to discuss college funding strategies.
  • Apply simple frameworks for education planning to determine appropriate student loan debt.

Level of Complexity: Advanced

Course Information
Course Date:
November 05, 2019
FPA Annual Conference 2019: Scary Things Keeping Your Clients Up at Night: Paying for College and Discussing it with Kids!
Speaker Information
Cozette Wittman  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$29.00
Non-Member Price:$49.00