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Listen "21 Is Your Financial Adviser Ready for College?"
Episode Synopsis
As a Certified Financial PlannerTM professional, specializing in late stage college planning, today’s guest is a great partner in helping me to provide families with guidance in organizing their finances as the kids head off to college. Troy Onink is the CEO of Stratagee and has developed software called SmartSearch for financial advisers. He also authors a column for Forbes Magazine called “College Crossroads,” which offers information and advice for families in the search for college and the means to fund it.
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