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College Savings and the Planning Conversation

Session Speakers
Session Description

Why Attend
Learn how engaging your clients in college savings discussions not only contributes to their holistic financial plan, but to your bottom line as well.

Session Details
The numbers are scary. The over $1.45 trillion in student loan debt in this country now exceeds the total U.S. credit card debt. A 2016 college graduate carries an average of just over $37,000 in loan debt. The majority of your clients face concerns over college costs, whether they’re parents who are helping pay for college or young adults whose lives are affected by their college debt load. Who are they turning to for solutions?  How does paying for college impact retirement planning? Learn how to deepen client relationships and increase referrals by integrating college savings into the planning discussion. Discover financial planning tips and business building techniques from a top 529 College Savings Plan producer.   

This 30-minute session is scheduled to take place on The Exchange showcase stage. After the session, continue the conversation by visiting us in the Schwab Center.   

Seating for this session is at capacity, however standing room is still available.

Additional Information
N/A - Not Approved for Credit
Showcase Stage Presentation
30m
Session Schedule