Learn how to help your clients save for College, and communicate your solutions with the Circle of Wealth® tools.
About the Course
Learn How To...
- Identify the college funding "go to" modules
- Learn how to pivot from college to all other financial planning opportunities
- Focus on the wealth transfers associated with funding college
Prioritize collateral capacity for creating cash flow for college - Resources available for a college planning case
Demonstration Cases
- Why nothing changes in the 10 Step COW process for college planning clients
- Real-world case studies of Circle of Wealth® tools and advisors solving problems
- Major capital purchase planning without spending game scenarios
- Major capital purchase planning with spending game scenarios
Resources
- Six 60-minute Video Training sessions
- Demo client cases
- Ability to email coach(es) course-related questions
About the Course
Learn How To...
- Identify the college funding "go to" modules
- Learn how to pivot from college to all other financial planning opportunities
- Focus on the wealth transfers associated with funding college
- Prioritize collateral capacity for creating cash flow for college
- Resources available for a college planning case
Demonstration Cases
- Why nothing changes in the 10 Step COW process for college planning clients
- Real-world case studies of Circle of Wealth® tools and advisors solving problems
- Major capital purchase planning without spending game scenarios
- Major capital purchase planning with spending game scenarios
Resources
- Six 60-minute Video Training sessions
- Demo client cases
- Ability to email coach(es) course-related questions
Coaches (Instructors):
Beatrice Schultz
Executive Coach & CEO of MoneyTrax North Amercia
It’s not every day that a chemical engineer with a Master of Science in management and 25 years in corporate America, makes the shift to financial planning.
Beth Walker
Executive Coach & Master Mentor
Beth collaborates with families to create better futures—for their college-bound kids and the parents they leave behind. Beth enthusiastically shares the concepts she wrote about in her book, Never Pay Retail for College.
Coaches (Instructors):
Beatrice Schultz
Executive Coach & CEO of MoneyTrax North Amercia
It’s not every day that a chemical engineer with a Master of Science in management and 25 years in corporate America, makes the shift to financial planning.
Beth Walker
Executive Coach & Master Mentor
Beth collaborates with families to create better futures—for their college-bound kids and the parents they leave behind. Beth enthusiastically shares the concepts she wrote about in her book, Never Pay Retail for College.
What members say: