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ENGAGE 2017


ENG1714 - Student Loans: What Advisors Need to Know


Jun 13, 2017 7:00am ‐ Jun 13, 2017 7:50am

Standard: $49.00

Description

Federal loans, private loans, subsidized loans, unsubsidized loans, pay as you earn repayment plan, income-based repayment plan, income-contingent repayment plan, consolidation, deferment, forbearance, forgiveness – Confused yet? These are the terms you need to know as you help your clients navigate the education planning process. With total student loan debt approaching $1.3 trillion and higher education degrees becoming the minimum requirement for gainful employment in the country, advisors need to know how to guide and educate their clients to effectively and efficiently plan for college both before students apply to college and after graduation. This session will discuss which education funding strategies to use with clients in both the early and late stages of the college planning process.

Learning Objectives:

After attending this session, you should be able to:

  • Differentiate between various education financing options and understand what the advantages and disadvantages are of each
  • Determine the most appropriate student loan repayment plan for your clients
  • Analyze tax savings vs. loan savings in complicated student loan scenarios
  • Facilitate discussions with clients about how to have the “college conversation” with their families in order to find the “best fit” schools both academically and financially

Speaker(s):

  • Ross A. Riskin, Founder, American Institute of Certified College Financial Consultants (AICCFC)
Tags: PFP NAA EST TAX PST AAM

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