FOR PROFESSIONALS

Quarterly updates

Quarterly Webinar for Premium Subscribers

Video Replay

Date/Time Video
June 11, 2015 4pm EST
Feb 28, 2015 4pm EST
Aug 28, 2014 4pm EST
June 5, 2014 4pm EST
February 27, 2014 4pm EST
December 4, 2013 4pm EST
August 27, 2013 4pm EST
May 21, 2013 4pm EST

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Access our exclusive content, reports, calculators and sales leads with a Premium Subscription.

Free for Ameriprise Financial, Commonwealth Financial, Morgan Stanley, Raymond James and RW Baird.

Ameriprise Financial instructions

Consult with your office/branch manager for instructions.

Commonwealth Financial instructions

Commonwealth Financial Advisors, you will find your Savingsforcollege.com portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.

LPL Financial instructions

Visit the Education Planning page in the LPL BranchNet Resource Center to access your Savingforcollege.com portal.

Morgan Stanley instructions

Visit Tools and Forms in the Education Savings Products page in 3DResources to access your Savingforcollege.com portal.

Raymond James instructions

Visit the 529 Plan Resource Center on RJ Net to access your Savingforcollege.com portal.

RW Baird instructions

Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.

 

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