Financial tools for college planning
September 1, 2022If 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, 2022If 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, 2021As 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, 2021Students 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, 2021It’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, 2021As 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, 2021It’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, 2020A 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, 2020The 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, 2020Not 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, 2019YOU 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, 2019Whether or not college funding planning is a part of your practice, be sure to share this unique episode with Nicole Sdao! Her platform can…