Upcoming Webinars

We are the college We host a “How to Pay for College” event publicly, the second Wednesday of each month. Each webinar will consist of the main webinar, plus proposed changes to education policy, advocacy, and what we see working right now with our clients.


Managing Your Wealth in a Post-Covid World

For long-term financial security that lasts through retirement, or generations in the case of wealthy families, it is essential to transition from a Wealth Accumulation phase to a new phase in which they focus on the Preservation and Growth of Mature Wealth.

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How to Pay for College

How to Pay for College is a deep dive into what colleges are looking at in your tax returns when they come up with your family’s unique college price tag. Whether your a high-income family, make a modest living, or have a gifted student, we will share strategies to help you cherry-pick the schools willing to give you the most financial aid, while avoiding the ones leading to the most amount of debt.