Collegiate Funding Solutions with Roger Lorelle

Are you concerned about the rising cost of college tuition, and how you will afford to send your child for post-secondary education?

Don’t panic just yet! 

In this podcast episode, we chat with Roger Lorelle, President of Collegiate Funding Solutions, about how this state-of-the-art college-planning software combined with support from your financial advisor can help you pay for tuition and continue to save for your retirement. 

Listen as Roger shares:

  • Expert insights and advice on how families can better plan and pay for college 
  • How advisors can leverage the technology of Collegiate Funding Solutions to simplify college planning and maximize savings for their clients
  • Strategic ways to shop for colleges that offer good financial aid packages
  • And more

Related: Year End Financial Moves for Gen Xers