FAQ About Our Workshop

Q: What is College Planning 567? 

A: College Planning 567 is an informational resource for people who would like to learn more about saving for college. We offer personal consultations and live workshops with classroom style instruction. 
 

Q: Are we affiliated with the any government entities? 

A: No, we are not affiliated with the Social Security Administration or any government entities. 
 

Q: Who are our workshop Presenters? 

A: Our presenters come from all different financial backgrounds; we have CPA’s, Financial Advisor’s,  and other knowledgeable professionals familiar with College Savings Plans. 
 

Q: How much does the workshop cost? 

A: Our workshop is a free informational service. 
 

Q: Is there a “sales” pitch? 

A: No. One of the more frequent comments we hear from past workshop attendees is how nice it is to go to a class and actually receive valuable information without being ‘sold’ something. The presenter may hand out their business cards or brochures for services they offer, however, there is no obligation to engage with any College Planning 567 speaker after the workshop. 

© 2020 by College Planning 567

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however, 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow-up consultation where financial products may be presented or offered;
see our FAQ for more information. Neither College Planning 567 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy. 

Mutual funds, ETFs, and variable annuities are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund, ETF or the variable annuity contract and the underlying investment options, is available from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.