Leaders

NAIFA Live Goes Back to School

Written by NAIFA | 8/16/23 8:45 PM

College Funding & Retirement
August 17 | 2 pm eastern

We encourage all NAIFA leaders to attend this month's NAIFA Live, featuring a timely discussion on college funding and its potential impact on retirement planning. If you have not registered, it's not too late. Also, be sure to report your watch parties so we can get an accurate count of number of members taking advantage of this exclusive benefit.

NAIFA Trustee, Brock Jolly, Founder of The College Funding Coach, and Managing Partner at Veritas Financial, and Tom Henske, Founder of Total Cents, will delve into how advisors can assist clients in overcoming college-funding challenges and in helping clients to create financially literate children and young adults.

You Will Learn:

  • How to leverage college funding and financial literacy for kids to acquire clients and add value to existing clients
  • The power of cause marketing in your prospecting plan and how financial literacy meets this need
  • How financial literacy can drive life insurance sales
  • Changes to the FAFSA for 2024 and how they will impact your clients
  • The reality and opportunity of an environment in which college tuition inflation far outpaces the Consumer Price Index
  • And much more