Four-Day College Planning Workshop is Now Virtual—Watch from
Your Home or Office on August 14-17, 2023.
Sessions will be recorded and replays will be available for 90 days.
4-Day Workshop: Build a College Planning Niche That Attracts Wealthy Clients
Challenge: You want to stand out against the competition and tap a lucrative market of wealthy families open to working with a smart financial advisor who can solve their problems.
Meanwhile…affluent families often overpay for college, take on too much debt, and hurt their retirement plans because they tumbled unprepared into the late-stage college funding pressure cooker.
Solution: Develop a “late-stage college planning niche” (not about 529s) that:
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Allows you to deliver value, gain insight into a family’s finances, and relieve them of a huge, uncomfortable pain point…
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Shows clients and prospects how to discover the true price of tuition, where to find scholarship opportunities, and how to maximize their chances of financial aid…
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Builds your expertise on college planning and rewards you with wealthy, referring clients ready to have you manage all their assets…
Four Reasons to Build Your College Planning Expertise…
Few advisors realize the business-building potential of acting as a college-planning advisor to affluent families. It’s the perfect engagement that allows you to deliver value, gain insight into a family’s finances, and relieve them of a huge, uncomfortable pain point.
Developing your technical skills around late stage college planning can be a primary driver of your business. Here are four reasons to pursue this niche:
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The Wealthy Want Help. The parents most eager to learn how to stretch their college savings as far as possible are high income, highly educated, and used to paying for expertise. In other words, your ideal clients.
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Grandparents Want to Help the Kids’ Kids. Affluent grandparents are also keenly interested in finding college answers for their grandkids. They’ve got the money and the desire to help out. They’re good prospects, too.
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You Face Little Competition. In the crowded advisory field, it’s hard to differentiate yourself. Knowing the details of late-stage college planning can be a tremendous advantage and attract much bigger assets.
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It’s a Huge Opportunity to Help Boomers, Gen Xers, and elder Millennials. Paying for college (as opposed to saving for college—an important distinction) is the only big-ticket item has been ignored by the financial industry, despite a massive market. This represents a huge opportunity for you to meet a range of prospects with assets and financial planning need.
Attend our Four-Day Intensive Savvy College Planning Virtual Workshop, August 14-17, 2023.
Yes, please sign me up for the four-day intensive VIRTUAL workshop at the rate of $1,397. You must be an active Savvy College Planning member to receive this deal. Savvy College Planning for Boomers package will be added to your order for the discount price of $497. Total Price: $1,894, plus shipping and tax. Please note, attendees who sign up after July 31 will have access to digital versions of the classroom material. Your hard copy materials may not arrive until after the workshop begins.
How Does a Virtual Workshop Work?
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The workshop will be live-streamed and accessible from your computer/tablet
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Attendees will be able to ask questions and interact throughout the presentation
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Sessions will be recorded and replays will be available for 90 days
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Workshop materials will be shipped to you
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Holders of the CFP designation will qualify for CE credits (Note: To obtain credit you must either attend all the sessions live or take an assessment after viewing the replays.)
Agenda
Day One: Monday, August 14, 2023
Session One: Introduction and Answering the Main Financial Aid Question
9:00 am – 10:30 am PT/ 12:00 pm – 1:30 pm ET
Session Two: Main Sources of College Money
10:45 am – 12:00 noon PT/ 1:45 pm – 3:00 pm ET
Day Two: Tuesday, August 15, 2023
Session Three: Money at Private Colleges and Universities
9:00 am – 10:30 am PT/ 12:00 pm – 1:30 pm ET
Session Four: Evaluating Colleges
10:45 am – 12:00 noon PT/ 1:45 pm – 3:00 pm ET
Day Three: Wednesday, August 16, 2023
Session Four: Evaluating Colleges, cont.:
9:00 am – 10:00 am PT/12:00– 1:00 pm ET
Session Five: Understanding Financial Aid Issues:
10:15 am – 12:00 pm PT/ 1:15 pm – 3:00 pm ET
Day Four: Thurday, August 17, 2023
Session Six: Introducing College Aid Pro, late-stage college software
9:00 am – 10:00 am PT/ 12:00 pm – 1:00 pm ET
Session Seven: Building Your Business Around Savvy College Planning
10:15 am – 12:00 pm PT/1:15 pm – 3:00 pm ET
CE Credit
Holders of the CFP designation will qualify for 10.5 CE credits.
BONUS: Next Steps, One-on-One Action Plan Coaching Session—30 minutes
Take immediate steps to put your learning into action. After you’ve returned home, workshop attendees get a complimentary coaching session with Horsesmouth’s executive coach Chris Holman. Meet with Chris over the phone for 30 minutes to discuss your key takeaways from the workshop, discuss your goals for integrating College planning into your business, and complete a one-page action plan to guide you in your next steps. ($299 value)
Presenters
Lynn O’Shaughnessy
Your workshop will be led by Lynn O’Shaughnessy, one of the nation’s leading experts in the field of college planning. She is the author of an Amazon bestseller The College Solution: A Guide for Everyone Looking for the Right School at the Right Price. She is a contributor at CBS MoneyWatch and writes about college on her popular blog, "The College Solution." A former Los Angeles Times reporter, Lynn has written for and/or been interviewed about college issues for national outlets such as The New York Times, Bloomberg BusinessWeek, Consumer Reports, USA Today, Money Magazine, The Wall Street Journal, Los Angeles Times, Newsweek, Associated Press, MSN Money, Huffington Post, Fox Business News, Smart Money, Reuters and The Early Show on CBS.
Sean Bailey
Sean M. Bailey is the editor in chief of Horsesmouth. Over the last 20 years, Sean has interviewed hundreds of advisors about “what’s working” in their efforts to grow their businesses. In his business development presentation at the four-day workshop, he’ll lead you through in-depth case studies examining the prospecting side of walking families through college funding.
Cancellation and Refund policy
Your workshop registration fee is 100% refundable if you cancel and contact Horsesmouth’s Member Support team 30 business days or more before the event. You must call to receive a cancellation confirmation number. You can reach Member Support at 1-888-336-6884, ext. 1.
Cancellations received between 7-29 days prior to the event will receive a Horsesmouth store credit of 50% of purchase price towards a future event, subscriptions or products, minus $100 processing fee. For cancellations received 6 days or less prior the event, no refunds will be made nor store credits given.
Substitutions/name changes may be made at any time prior to the event without penalty.
Can’t Make It Now?
Click this link and we’ll add you to our workshop information list. When a new workshop date is announced, you’ll get notified.
FOR INSTANT SERVICE, Call Toll Free: 1-888-336-6884 ext. 1
(Outside U.S.): 1-212-343-8760