NAIFA Live is a great member benefit that keeps NAIFA members connected and informed. This month, NAIFA Live features two extraordinary presenters, Brock Jolly, CFP, CLU, LACP, ChFC, CLTC, CASL, RICP, and Tom Henske, CFP, ChFC, CLU, CTS, CFS, CLTC, CES. Many of you know Brock as NAIFA's National Treasurer, but he is also the Founder of The College Funding Coach® a program designed to help families develop informed strategies to prepare for paying for college. Tom has been a leader in the financial industry for nearly three decades and is the Founder of Total Cents, a program that helps parents teach their kids about money.
NAIFA Live: "College Funding and Retirement"
Featuring Brock Jolly and Tom Henske
Thursday, August 17, at 2 pm Eastern
As begins to wind down and children head back to school across the country, many advisors' clients will have education funding top-of-mind. Brock and Tom will share some great ideas about how financial professionals can make the most of these client conversations, winning strategies, and ideas about tying college funding to other financial planning goals, including retirement planning.
Please spread the word about this fantastic NAIFA Live and encourage members in your chapter to sign up. Also, consider hosting a watch party (or if you have already arranged one, report it to us).