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3-Step Plan for College & Retirement


The need is massive

Rather than the brighter financial future most parents anticipated, college has left many disenchanted with their student’s college experience, the value of their education, depleted retirement accounts, and generations buried in debt.

Connect with those who need help

As 75% of parents struggle to balance the high cost of college with retirement and other long-term goals, you have the ability to leverage your time, increase profits, and connect with those who need help by offering our unique 3-Step Plan for College & Retirement, the 1st College Plan that utilizes the latest interactive SCORM-LMS technology.

These trends tell the story

The following illustrate just a few of the reasons this 3-Step Plan is so needed today.



to You!


Parents & Grandparents

College costs are dramatically increasing, yet families are often overwhelmed and confused as they struggle to make informed college decisions. Relying on false or misleading information, and failing to avoid specific college traps is jeopardizing – or significantly delaying – retirement for millions of parents and grandparents today.

Advisors, CPAs, & Planners

As Advisors continue to lose clients to robo-advice and ChatGPT alternatives, it’s essential to offer a unique service that builds a human or emotional connection with investors. The 3-Step Plan facilitates this goal by providing effective college solutions to enlighten, empower, and engage parents … as Advisors protect their financial resources.

Profits for You

This unique Marketing Plan offers Advisors these Benefits … and so much more.

“Thanks, Ryan. This really helped us prioritize our financial goals.”
– Trevor Carson, Chicago, IL