College Planning Seminars
"Does the educational process end in conclusions which when referred back to ordinary life experiences and their predicaments, render them more significant, more luminous to us, and make our dealings more fruitful?”
John Dewey
College planning seminars are the foundation of our business. At CPU, we believe seminars are critical to educating clients and prospective clients - the first step in the 6-Step College Planning Process.
For the past 15 years, Mick Endersbe has been writing and delivering college planning seminars for the financial planning community. His seminars have been used in schools, corporations and client events in more than 35 states.
Still, the need for educational presentations is great. Expanding college savings plans and financial aid programs has failed to move the dial. Our national savings rate is zero and a recent survey of college admissions professionals found 98% believed lack of knowledge limits the number of colleges that families consider as options.
We offer two seminar opportunities.
Custom College Planning Seminars
We’ll help you design a seminar that reflects your organization’s mission, business model and compliance requirements. Your firm is unique and your seminars should be too.
There are excellent target marketing opportunities in the many micro-niche’s that exist within the larger niche’ of college planning. We welcome the opportunity help you identify the opportunity and build a seminar to address it.
Executive Seminars
Host an informational seminar for the leaders of your organization. Learn about the changing economic environment of college funding and how it may impact your firm's business and compliance models.