Late-Stage College Planning Strategies You Don't Know About But Should

Date: Tuesday, January 8, 2019
Time: 11:45am - 1:15pm
Location: Delta Hotel-Marriot- 385 East 4th Street, South Sioux City, Nebraska 68776
Speaker: Susan Westerholm, College Inside Track

11:45 a.m. Networking

12:00 p.m. Lunch

12:10 p.m. Business/Announcements

12:15 p.m. Presentation

1:15 p.m. Conclusion



There is no purchase as significant as college that families -- and their financial professionals -- comparatively know as little about. The increase in cost and complexity has families desperate for answers, and offers advisors a tremendous opportunity to provide value.

College planning is much more than 529 plans, and understanding this hot topic better can elevate you and your practice. You will not want to miss hearing a national expert share specific strategies every financial professional should know about to help families navigate the complicated college process and save tens of thousands of dollars.

Learning Objectives:

By the end of the session, attendees will:

  • Understand how the college purchase has changed and why it is essential to be knowledgeable on it to serve their clients
  • Analyze the two types of financial aid attendees can access to pay for college, how they differ, and how they can used
  • Learn at least one specific strategy to save families money on the college purchase

About the Speaker:

Susan Westerholm is an expert on late-stage college planning and is a regularly featured speaker at high schools and financial services events. Her 20 year passion of coaching volleyball to all age levels inspired a desire to professionally work with teens and their families, and she loves to educate families through events and meeting with families one-on-one to help build knowledge and confidence in their own high school student’s college search.

When she's not speaking and helping other families, Susan and her husband Al are looking to the future with excitement as they prepare their own 3 daughters for a successful college search.



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