Comprehensive Guides

Program membership includes:

The Financial Advisor’s Guide to Savvy College Planning®

This guide (300+ pages), written by Lynn O’Shaughnessy, walks you through all the major aspects of smart college planning. It equips you with the technical knowledge and insights you’ll need to educate clients and prospects—be they parents or grandparents—about sensible and cost-effective approaches to find the right college for them. ($199 value)

150 College Planning Questions Answered: What Savvy Advisors Need to Know

This report (65+ pages) gives you specific answers to real-life, difficult college planning questions your clients will face. Lynn O’Shaughnessy spends every day researching, writing, and training parents and other professionals about the tricky world of college planning. Now you’ll have easy access to a body of questions you’ll likely face as you educate clients and prospects about college planning.

Not a Member? Click here to learn more about the program.


This material is provided exclusively for use by individuals with an active license to the Savvy College Planning Program. Use of this material is subject to the Savvy College Planning Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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