Financial tools for college planning

September 1, 2022

If you’ve got clients with kids about to go off to college this fall, you better share this month’s episode featuring Chair of the College…

Financial tools for college planning

August 1, 2022

If you’ve got clients with kids about to go off to college this fall, you better share this week’s episode featuring Chair of the College…

Where is your money going?

November 29, 2021

As a financial professional you’ve probably had the discussion with your clients about saving, spending, and financial planning. This episode features Author and Financial Professional…

Student support: the 529 plan

July 19, 2021

Students heading to college find themselves fearful and lacking confidence in their preparedness to take on the real world due to Covid. Vivian Tsai, the…

The caregiver’s crisis

July 5, 2021

It’s likely your clients have been affected by Alzheimer’s Disease in some way, and it can be an extremely overwhelming time financially and emotionally. Be…

Consumption check: how much are you spending?

February 15, 2021

As a financial professional you’ve probably had the discussion with your clients about saving, spending, and financial planning. This episode features Author and Financial Professional…

The caregiver’s crisis

February 1, 2021

It’s likely your clients have been affected by Alzheimer’s Disease in some way, and it can be an extremely overwhelming time financially and emotionally. Be…

Education makes the world go round

November 30, 2020

A financial, educational course called PEM Life is sweeping the nation. It teaches basic financial fundamental principles and helps teach people how to create a…

College planning during a pandemic – what’s different

November 2, 2020

The National College Savings Foundation recently conducted a study that showed how Covid has changed the way people view, plan, and prepare for college. Vivian…

Degrees, not debt

February 3, 2020

Not many 18 year olds can fully comprehend the amount of student debt they can end up in, but the reality is that many adults…

Making a Difference-One Class at a Time

August 5, 2019

YOU are a plan maker, you execute – but do your prospects stall before they buy? High School Teacher Don Wettrick designed a course to…

How to get one step ahead of the competition

July 15, 2019

Whether or not college funding planning is a part of your practice, be sure to share this unique episode with Nicole Sdao! Her platform can…