Program membership includes:
The Financial Advisor’s Guide to Savvy College Planning®
This guide (300+ pages), written by Lynn O’Shaughnessy, walks you through all the major aspects of smart college planning. It equips you with the technical knowledge and insights you’ll need to educate clients and prospects—be they parents or grandparents—about sensible and cost-effective approaches to find the right college for them. ($199 value)
150 College Planning Questions Answered: What Savvy Advisors Need to Know
This report (65+ pages) gives you specific answers to real-life, difficult college planning questions your clients will face. Lynn O’Shaughnessy spends every day researching, writing, and training parents and other professionals about the tricky world of college planning. Now you’ll have easy access to a body of questions you’ll likely face as you educate clients and prospects about college planning.
Not a Member? Click here to learn more about the program.