One of the most common goals your clients have is sending their children to college. In this webinar, we’ll look at all of the ways to plan for education goals in the system. We’ll review how to add education goals, various funding options, best practices and relevant reports.
- How to add education goals within basic facts
- Funding options
- Best practices
If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page.