Education Planning How-To’s in a COVID World

The American College of Financial Services
The American Institute of CPAs Podcast
June 26, 2020

The COVID-19 pandemic has been rewriting the financial advisor’s standard playbook in numerous ways, including how to map out higher education planning with clients. From best use of 529 plan funds while children are taking classes from home to changes in the Free Application for Federal Student Aid (FAFSA®) process and CARES Act student loan relief, the subjects are varied and complex.

ChFC®/CFP® program director and education planning expert Ross Riskin guides advisors through the challenges of college planning in this podcast from the American Institute of CPAs. Listen now.

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