College Funding CE For Financial Planners And IAs

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3 reviews with 3 stars

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3.0

We had hoped to learn some of the finer points, and only got some of them. FYI - 529s can not fund k-12 in Illinois as of yet, don't know what states have passed legislation to allow this. Would like to know if we could transfer ownership of 529.

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3.0

Parts were useful but lacking in content to help CFP's integrate college planning with affluent clients. Such as what is and is NOT included in the expected family contribution calc. -- how do parents change their score. Particularly clients that may have a lot of stock options, timing exercising is crucial. Appreciated the review on the credits and the 4 year chart vs. 5 calendar year academic calendar.

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3.0

It was okay, I was expecting more strategy, most of the webinar was very basic

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