WHITECFC SUCCESS SUMMIT LOGO NO YEAR

August 5-7, 2026Washington, D.C.

Not just a conference.
A catalyst.

Join us at the premier conference where the nation’s leading college funding advisors come to grow, master their craft, and shape the future of college funding.

"If you’re serious about growing your practice, this is the event. No fluff. Just real advisors sharing what actually works."

- Mark DeBord, CFP®, ChFC

Transform Your Advisory Practice

The College Funding Coach® Success Summit is where education funding mastery meets real-world practice growth. Designed for both current and prospective College Funding Coach advisors—or just those who want to sharpen their saw and learn how top advisors are positioning college funding as a differentiated niche—this immersive experience delivers actionable strategies, advanced planning insights, and proven business systems you can implement immediately. 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.

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DON'T MISS OUT

Registration is limited to preserve the quality of education, access, and community that make Success Summit different.

$599 until 4/15/2026

Day
Hour
Minute
Second

Confirmed 2026 Speakers

Ric Edelman

Ric Edelman

Hopkins Headshot

Jamie Hopkins

Mando Headshot

Mando Sallavanti

More Speakers Coming

More speakers coming soon!

Past Speakers

Michael Kitces

Michael Kitces

Duncan MacPherson 2

Duncan MacPherson

Ben Newman

Ben Newman

Lynn OShaughnessy

Lynn O’Shaughnessy

Dave Resseguie2

Dave Resseguie

Caleb Guilliams Scaled E1586743956313 770x455

Caleb Guilliams

Joe Jordan

Joe Jordan

Mark Kantrowitz

Mark Kantrowitz

Austin Hatch

Austin Hatch

Wayne Weber (Gift Of College)

Wayne Weber

Tom Wall Sq

Tom Wall

Walter Bond

Walter Bond

Vince Matson Pic

Vince D’Addona

Brad Barnett Headshot 2

Brad Barnett

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Tommy Schaff

Mary Morris (Virginia 529)

Mary Morris

Gene Hammett

Gene Hammett

Victoria Tillson Evans

Victoria Tillson Evans

Transform Your Advisory Practice

If you’re ready to elevate your expertise, expand your impact, and connect with the premier education funding advisor network—this is your invitation.

Why Attend?

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Who This Summit Is For

Success Summit is for advisors who:

  • Want to grow their practice with purpose and clarity
  • Are curious about education funding and its role in client relationships
  • Want both education funding expertise and general practice guidance
  • Are exploring membership with The College Funding Coach
  • Value collaboration, community, and continuous improvement
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What You'll Gain

Advisors don’t come to Success Summit just to learn. They come to move forward. This conference is built to help you:

  • Differentiate your practice through education funding expertise
  • Strengthen client conversations and build trust with families
  • Surround yourself with advisors who are collaborative and growth-focused
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What You'll Experience

Every session is designed to respect your time and deliver value.

  • High-impact education funding strategies
  • Real advisor case studies—not theory
  • Engaging speaker sessions with trusted industry leaders
  • Intentional networking with advisors at every stage
  • A welcoming, energized community that wants you to win

Take the next step.

Get full access to all sessions, speakers, and networking events.

Agenda

August 5
6:00 pm Welcome Reception
August 6, 2026
8:30 am Breakfast and Check-in
9:00 am Session 1
12:00 pm Lunch
1:30 pm Session 2
5:00 pm Wrap-up
6:00 pm Success Social: Community, Conversation & Celebration
August 7, 2026
8:30 am Breakfast and Check-in
9:00 am Session 1
12:00 pm Lunch
1:00 pm Session 2
3:00 pm Wrap Up

Hotels & Travel

Dc Monument

Venue

The National Press Club
Ballroom
529 14th St. NW, 13th Floor
Washington, DC 20045

Airplane

Airports

The nearest airports are:

DCA (Reagan National)
✓ Recommended

IAD (Dulles International)

FAQs

Join Us at the 2026 Success Summit

Join the advisors who are building stronger practices by delivering more value to families.