Today your host Matt Halloran is pleased to welcome education planning expert Priscilla ONeill to today’s episode to discuss what you can be doing as an advisor to assist your clients with education planning.
Priscilla is the president of Summit Scholar and a Certified Educational Planner. At Summit Scholar, Priscilla has designed software and a four phase college strategy process for highschool aged students so that they can have a thorough understanding of their financial AND educational situation in order to make the best choices for their futures.
If you’re looking to give your clients and their children a true analysis of all the aspects of college, acceptance, and funding this episode is for you! Tune in today and be sure to connect with Priscilla for more information!