Insider tips for grandparents

CIT’s Chris Wills was a featured guest on the Accredited Investors Wealth Management WiseLife Speaker Series. Chis Wills joined Accredited’s Jeremy Heckman and discussed all aspects of the education planning journey, examining not only the current details of college planning – including myths about financial aid and insights into cost reduction tactics – but also highlighted gifting strategies, funding for primary and secondary school, 529 education savings plans, the use of trusts, and more.

To access the video, click here and enter the access code webcast (all lowercase) on the presentation page.