Education Planning: Your Client's Second Biggest Goal
Date: Wednesday, March 11, 2026
Time: 12:00pm - 1:30pm
Location: Spring Arbor University
Speaker: Panel (see event information)
Program: Education Planning: You Client's Second Biggest Goal
Description: Tactics and strategies for college planning, and how to leverage the right resources for your client families
Speaker(s): Panel of Speakers with Moderator:
Dylan Thomas, CFP® - Generations Financial Planning (Bio here)
Kasey Altenbernt, Prudential (Bio here)
Herbert Rotich, Director of Student Financial Services at Spring Arbor University (Profile here)
Location: Spring Arbor University
At this link is a map of the SAU campus. We will be meeting in the Kresge Student Life Center; building #7 on the map. Attendees are asked to park in the lot behind the Free Methodist Church (#23) off of Cottage Street and walk to the building. The meeting/luncheon will be in the Ralph Carey Forum on the first floor. (same location as in recent years).
