Articles in "529" category:

Today's Lesson: How to Talk to Your Clients About Saving for Higher Education

  Michael Lynch     Thu Aug 30 10:15:00 EDT 2018 


As the end of the summer rapidly approaches, many families are getting ready to send their kids back to school. For the younger ones, that preparation is as simple as new backpacks filled with school supplies and reinstating a bedtime. For the young adults heading off to college, however, it’s a bit more complicated and a bit more expensive.

Many parents, with children of all ages, may be anxious about how to tackle the financials of higher education. As an advisor, you have the opportunity to help ease these worries by discussing the costs of higher education, presenting them with options, and helping your clients create a plan, regardless of how old their kids are.

Plan Creative Client Events in 2017

  Bill McManus     Tue Jan 24 14:45:00 EST 2017 


Each year, financial advisors face the challenge of finding unique ways to engage with their clients. It can be tough to think up new ideas, but the good news is, you don’t have to reinvent the wheel. If you’re looking to hold creative client and prospecting events, let the calendar work for you. Each season, each month, we are presented with numerous opportunities around which to plan original, memorable events for clients and prospects.

Here are just a few examples of how calendar dates can help you leave a lasting impression: