Due to the rising costs of higher education, clients are relying more than ever on advisors to help them navigate the financial complexities associated with the college funding and financial aid planning processes. In this presentation, Ross A. Riskin, CPA/PFS, CCFC, will share creative education planning strategies you can use with business owners, high income/high net worth individuals, middle-income individuals, divorced/divorcing couples, blended/non-traditional families, and grandparents. In addition, Ross will also cover relevant changes from recently passed or proposed legislation so you can stay ahead of the curve from a planning perspective.
How to incorporate education planning strategies for business owner clients
How to incorporate education planning strategies for individuals at varying income/net worth levels
How to incorporate education planning strategies for divorced/divorcing couples and blended/non-traditional families
How to incorporate education planning strategies for grandparents
DBA, CPA/PFS, CCFC, MS Tax,
Associate Professor of Taxation | Director of CFP and ChFC Education Programs,
The American College of Financial Services