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Tools and Resources for Parents & Grandparents
Educational Videos for Parents
These timely Videos provide up-to-the-minute education to help parents identify valuable resources and avoid costly college mistakes that could negatively affect their finances for decades … while encouraging them to work with an Advisor as they integrate college decisions into their overall Financial Plan.
“1.7 Million families missed out on $3.7 Billion in free college money last year.”
– National College Attainment Network
New Updates & Resources
This initial video covers the latest college challenges families are experiencing today, and how the Videos & Guides will help prevent them.
New: Key financial questions to discus & prioritize with an Advisor as parents explore ways to integrate the high cost of college into their long-term goals..
This one simple strategy has helped thousands of families dramatically cut the cost of college … and it’s so easy!
A simple step to take prior to spending a dime on college. As others have shared, failing to do so could affect your clients’ financial lives for decades.
This Video highlights 6 essential decisions every parent should consider prior to supporting their student’s future academic life.
Each of these decisions will help avoid any costly college mistakes, and protect your clients’ retirement resources.
Clients quickly learn how credit will impact every aspect of their financial life … whether they are preparing for a career, transitioning into retirement, or somewhere in between. This is a must-watch video for every student & parent.
Coming Soon: Knowing the right resources can save both time & money, but most families are unaware of them. This Video & Resource Guide make it easy to access these helpful tools.
Resource Guides for Parents
The Resource Guides include the latest strategies, questions to discuss with an Advisors, and helpful resources. The goals are to help parents guide and engage their students as they learn how save thousands, minimize debt, reduce the current ‘Boomerang Kids’ trend, and prepare for a brighter financial future after college.
“50 & Older: The 2nd fastest growing age group for student loan debt”
– 2023 Department of Education
