On behalf of the entire team at The College Funding Coach®, we are excited to invite you to the 12th Annual College Funding Coach® Success Summit. On August 5-7, we’ll be changing the game in the world of college funding and financial planning.  YOU should be here.   

We expect 250+ advisors for a few days of education, collaboration, and high-energy momentum.  In addition to hosting a slate of world-class speakers that includes Ric Edelman speaking on his newest book, The Truth About College, Dr. Jamie Hopkins on Your Retirement Sketchbook, and some of the ways that families are balancing college AND retirement, Mando Sallavanti, a young, incredibly successful advisor from Philadelphia who has built a massive practice through social media, Dr. Ross Riskin, founder of the American Institute of Certified College Financial Consultants, and Tricia Scarlata, who is the Head of Education Savings for J.P. Morgan.  More great speakers will be announced soon.  
 
On top of that, in addition to our core Summit events at the historic National Press Club, we’ve curated a series of exceptional experiences throughout Washington, D.C.—each designed to foster meaningful connections and high-value engagement by all of our attendees.  We’ll kick things off with a welcome networking reception at The Henri on Wednesday, followed by our Thursday evening Success Social—an evening of community, conversation, and celebration—hosted at Hotel Washington, known for its stunning views of our nation’s capital.  Each venue has been thoughtfully selected to create the perfect backdrop where our attendees can connect, collaborate, and learn from one another in a more impactful way. Best of all, everything is conveniently located within walking distance of the National Press Club, ensuring that attendees remain fully immersed—maximizing their engagement throughout the Summit experience.  
 
These aren’t just events—they’re premium Washington, D.C. experiences designed to elevate your time at the Summit both professionally and personally, build relationships, increase visibility, and be part of a truly memorable and high-caliber gathering.  

Because advisors who want extraordinary results don’t grow alone—they grow together.
If you’re serious about expanding your impact, increasing your relevance with families, and aligning with a powerful advisor community—this is where it happens. Learn more and register here. NAIFA members receive a 20% savings when they use code: NAIFA