The ABC’s of Education Planning (Training Webinar)

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.

 

Listen Here

Watch the Recording

Topics Covered

  • How to add education goals within basic facts
  • Funding options
  • Best practices
  • Reports

Resources

If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page.

Amanda Willigmann

Written By