Seven Reasons to Collaborate with CFS

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EZ College Planning

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Interested in college planning as a legacy planning service to deepen intergenerational family relationships.

Looking to grow my business in the 40-55 demographic (parents with college-bound children)

Looking to enhance my capability beyond just college savings recommendations

Looking to differentiate my business and stand out from other advisors

Interest in increasing fees for service

Alternatives to 529s for college-savings/funding

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The Magnificent Seven

Seven Reasons to Collaborate with CFS

Reason 7: Alternatives to 529s for college-savings/funding - not just a one size fits all solution