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Financial Planning > College Planning

Saving for College

Learn about the best strategies and products your clients can use when saving for college as well as the guidance needed when applying for financial aid.

Webcasts

Attend free webcasts to get the info you need to solve business challenges!

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A Financial Planning Checklist, From Age 20 to 70 and Beyond
17 Best 529 College Savings Plans: Morningstar
Roth IRA vs. 529 Plan: How Should Your Clients Save for College?
8 High-Net-Worth Planning Tips for New Grandparents
3 Tax-Smart Strategies to Help Clients Plan for College

Podcasts

Listen to free podcasts to get the info you need to solve business challenges!

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Can Your Clients Tap an IRA to Pay for College?
10 Financial Planning Questions a Chatbot Would Never Ask
Making Hard Financial Decisions When Teens Have a Mental Health Crisis
Should Your Clients ‘Superfund’ Their 529 Plans?
Younger Workers, Women Need More Flexibility to Meet Financial Goals