What Works Wednesday - Education Planning With Guest Fred Amrein
College planning is a lifetime decision, from saving to loan repayment, and what about planning for graduate school? On today's What Works Wednesday, Matt is joined by Fred Amrein from Pay For Ed to talk about ways that you can deliver value to your clients by asking about education planning. With the average loan borrower over the age of 50 and retirees helping with education for their children and grandchildren, it's important to ask clients who is talking with them about these plans.
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*PayForED is not a Registered Investment Advisory or CPA Firm. The information…
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