Rome D. Rottura, CIMA®’s Post

Happy 529 day! Did you know the benefits of helping clients with educational planning go beyond assets under management? These conversations may help you form deeper emotional bonds with clients and their families. https://bit.ly/3ywU7Ep Important disclosures: https://bit.ly/2JzEDWl .

Happy 529 day! Did you know the benefits of helping clients with educational planning go beyond assets under management? These conversations may help you form deeper emotional bonds with clients and their families. https://bit.ly/3ywU7Ep Important disclosures: https://bit.ly/2JzEDWl .

Happy 529 day! Did you know the benefits of helping clients with educational planning go beyond assets under management? These conversations may help you form deeper emotional bonds with clients and their families. https://bit.ly/3ywU7Ep Important disclosures: https://bit.ly/2JzEDWl .

Happy 529 day! Did you know the benefits of helping clients with educational planning go beyond assets under management? These conversations may help you form deeper emotional bonds with clients and their families. https://bit.ly/3ywU7Ep Important disclosures: https://bit.ly/2JzEDWl .

Happy 529 day! Did you know the benefits of helping clients with educational planning go beyond assets under management? These conversations may help you form deeper emotional bonds with clients and their families. https://bit.ly/3ywU7Ep Important disclosures: https://bit.ly/2JzEDWl .

Happy 529 day! Did you know the benefits of helping clients with educational planning go beyond assets under management? These conversations may help you form deeper emotional bonds with clients and their families. http://spr.ly/6049eDM41

Education is a tool for self-determination. Use it to shape your family’s future. 🎓 A nugget from Matt Beaudreau.

Many graduate students aren't getting the support they need from their advisors. But, your advisor isn't the only place to get support! Join us on Discord to ask questions, get advice, share tips, get inspired, and build motivation to get through graduate school with your sanity intact! #gradschoollife #gradschoolproblems #gradstudentproblems #gradstudentlife

🎓 College bound? Check out the ultimate guide for students with learning challenges to help them succeed! 📚 From choosing the right school to self-advocacy tips, this guide covers it all. 🌟 Learn more here 👇

Yes our name is Know Your Options. But today our advice is “know your deadlines!” Are you applying anywhere Early Decision? What about Early Action? Are your first applications due October 15th or November 1st? These are all questions you can answer now in August before the school year starts in earnest! #EarlyDecision #EarlyAction #CollegeAdmissions #KnowYourOptions