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Are your clients complacent about saving for that inevitable tuition bill? Show them the numbers. A look at the cold, hard facts might startle them into doing the necessary planning to ensure that their kids' college costs are covered.
With tuition costs continuing to escalate, you need a grasp of the full complement of financing options and tax considerations to counsel clients on college funding. Here's a review of the latest rules and information you need to know.
Clients can bet that their new little bundle of love will be "dear" in more ways than one. Use this checklist to discuss long-term planning issues with expectant parents.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
The Discovery Meeting Workshop: Transform Your Discovery Process
October 19–20, 2026