<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">

NAIFA Live Back-to-School Edition: Leveraging College Funding & Financial Literacy

Thursday, August 17, 2023

2 pm eastern

 

Often clients put short term needs and wants ahead of funding a sound long term financial plan. However, your clients’ love for their children can quickly shift their focus to long term planning needs. Whether you are seeking conversations with new clients or to add value to existing clients, the topics of college funding and teaching parents how to talk to their kids about money provide the perfect opportunity.

Join NAIFA Trustee, Brock Jolly, Founder of The College Funding Coach, and Managing Partner at Veritas Financial, and Tom Henske, Founder of Total Cents, as they discuss how advisors can assist clients in overcoming college-funding challenges and in helping clients to create financially literate children and young adults.

You Will Learn:

  • How to leverage college funding and financial literacy for kids to acquire clients and add value to existing clients
  • The power of cause marketing in your prospecting plan and how financial literacy meets this need
  • How financial literacy can drive life insurance sales
  • Changes to the FAFSA for 2024 and how they will impact your clients
  • The reality and opportunity of an environment in which college tuition inflation far outpaces the Consumer Price Index
  • And much more

About the Presenters

Schedule

1:55 pm
Welcome
Live Broadcast Begins
2:00 pm
Presentation
3:30 pm
NAIFA Live Concludes

Hunter Gimbel

CEO and Managing Partner at Gaber Group

Doug Grady

Author, Speaker, Business Coach

Caleb Guilliams

Founder at BetterWealth

Howard Sharfman

Senior Managing Director at NFP Solutions