We believe that education savings, presented in a simple, approachable way can reduce anxiety about saving for education and set the stage for productive discussions with you and your clients.
This program was designed to motivate good saving behavior and help to make the careful planning involved in crafting a plan less overwhelming. The chart book is organized into three main categories:
Acquaint: Understanding the education savings landscape
Build: Considerations in building a plan that fits your needs
Care: How to care for the plan to maintain good saving habits