Join this session for an in-depth look at how 529 college savings plans can help meet the different needs of clients of every generation. Learn about specific strategies to engage grandparents, Gen-Xers, Millennials, and employers that will deepen relationships and spur successful relationships across channels.
Level of Complexity: Intermediate
May 18, 2017 2:00 PM Eastern
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$29.00