The Education Planning "Lifecycle": the 5 S's

When:  Jan 20, 2026 from 01:00 PM to 02:00 PM (ET)

Education planning can be very emotional for parents and family members, and this can be an especially tricky topic for advisors to navigate with our clients.... but we're here to help! Please join us for a presentation from the Resource Development Committee (formerly the System Committee). We have created several new tools designed especially for ACP advisors to use with their clients when discussing education planning. These tools are useful at all stages of the education planning "lifecycle": from savings, to setting expectations, navigating student loans and scholarships, selecting the right school and later servicing loans.