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Due to the rising costs of higher education, the shift to eLearning, and the impact of COVID-19, 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 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 as they experience the higher ed revolution first hand. In addition, Ross will also cover relevant changes from recently passed and proposed legislation, and identify trends so you can stay ahead of the curve when planning for the next decade.
Learning Objectives:
Recognize how the passage of the CARES Act and Consolidated Appropriations Act impacts tax and education planning.
Apply education planning strategies for business owners, high income/high net worth individuals, middle-income individuals, divorced/divorcing couples, blended/non-traditional families, and grandparents.
Identify trends in higher education to be able to provide more effective comprehensive education planning services for individuals and families over the next decade.
Speaker(s):
Dr. Ross
A. Riskin,
DBA, CPA/PFS, CCFC, MS Tax,
Chief Learning Officer,
Investments & Wealth Institute