August 5-7, 2026•Washington, 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.
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
Confirmed 2026 Speakers
Ric Edelman
Ric Edelman
Founder, Digital Assets Council of Financial Professionals
Founder, The Truth About Your Future
Ric Edelman founded the nation’s largest financial planning firm, which manages $300 billion for 1.4 million families across the U.S. He was ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s, is in two industry Halls of Fame and received three lifetime achievement awards (IARFC, InvestmentNews, Tiburon CEO Summit). He holds two patents for financial product innovation, appeared on Oprah five times and was once the answer to 21 Across in a New York Times crossword puzzle.
Edelman is a #1 New York Times bestselling author of 14 books on personal finance, with more than 1.2 million copies sold in eight languages worldwide. His newest book, The Truth About College, debuted December 2025. Ric’s radio show aired for 32 years with more than one million weekly listeners. His daily podcast was ranked in the top 1% of all podcasts, and Rowan University’s Ric Edelman College of Communication, Humanities and Social Sciences is named in his honor.
Ric and his wife Jean and their dogs spend most of their time in Virginia, Arizona and New York.
Jamie Hopkins
Jamie Hopkins
Jamie P. Hopkins is Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFS, where he leads strategy across wealth, planning, and advisor growth. He is also the Founder, President, and Board Chair of FinServ Foundation, a nonprofit focused on developing the next generation of financial services leaders.
A Wall Street Journal best-selling author, Jamie’s latest book, Your Retirement Sketchbook, has been widely recognized as a leading resource in modern retirement planning. He holds an LL.M. in Taxation from Temple University Beasley School of Law and a J.D./MBA from Villanova University. Jamie serves on multiple industry advisory boards, including Wealth.com, and previously was a national trustee of NAIFA. He was named to the Investopedia Top 100 Financial Advisors and recognized as RIA Thought Leader of the Year by WealthManagement.
He is a husband, father of three, and an avid home cook.
Mando Sallavanti
Mando Sallavanti III, CFP®, CEPA, ChFC®
Founder of Freedom Path Wealth | Financial Planner | National Speaker | Advisor Coach
Mando Sallavanti is one of the most followed financial professionals on LinkedIn, with over 47,000+ followers and a nationwide client base of high-earning sales executives and entrepreneurs.
He is the founder of Freedom Path Wealth, a modern financial planning firm that helps successful families simplify complexity, reduce taxes, and create lasting wealth with purpose. His clients are often in their 40s earning $500k+ per year, managing equity comp, real estate, and/or closely held businesses, yet lacking the clarity and confidence that true financial planning provides.
Mando and his team deliver high-touch, high-accountability planning built for real life. With an integrated approach across investments, insurance, tax strategy, and cash flow, the firm’s philosophy is simple: Spend it like you mean it.
In addition to running a fast-growing planning firm, Mando coaches financial advisors across the country on how to grow profitable, planning-first businesses. His coaching blends tactical frameworks, real-world sales training, and brand building, rooted in the same strategies that helped him grow from cold calls to a multi-6-figure firm and speaking on national stages.
Mando is based in Scranton, PA, and when he’s not working with clients or building his brand, you can find him spending time with his wife Mattia, probably on a plane to a new country.
More speakers coming soon!
Past Speakers
Michael Kitces
Duncan MacPherson
Ben Newman
Lynn O’Shaughnessy
Dave Resseguie
Caleb Guilliams
Joe Jordan
Mark Kantrowitz
Austin Hatch
Wayne Weber
Tom Wall
Walter Bond
Vince D’Addona
Brad Barnett
Tommy Schaff
Mary Morris
Gene Hammett
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?
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
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
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
Venue
The National Press Club
Ballroom
529 14th St. NW, 13th Floor
Washington, DC 20045
Hotels
The nearest hotels are:
Airports
The nearest airports are:
DCA (Reagan National)
✓ Recommended
IAD (Dulles International)
FAQs
Tickets must be purchased online prior to the event. No tickets will be sold at the conference.
Please contact tstewart@thecollegefundingcoach.org and aashton@thecollegefundingcoach.org for details.
Please contact tstewart@thecollegefundingcoach.org and aashton@thecollegefundingcoach.org for all sponsorship questions.
Please contact tstewart@thecollegefundingcoach.org and aashton@thecollegefundingcoach.org with any additional questions. We're here to help!
All ticket sales are final and non-refundable.
Join Us at the 2026 Success Summit
Join the advisors who are building stronger practices by delivering more value to families.