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ENG2214 - College and Student Loan Planning for the Next Decade: Practical Strategies for Success (PFP, EST, TAX)

Jun 7, 2022 4:15pm ‐ Jun 7, 2022 5:30pm

Standard: $49.00


Federal loans, private loans, subsidized loans, unsubsidized loans, income-based repayment, income contingent repayment, consolidation, deferment, forbearance, forgiveness. Confused yet? These are the terms you need to know as you help your clients navigate the education planning process both before their children go off to college and after graduation. With total student loan debt exceeding the $1.6 trillion mark, interest rates remaining at all-time low levels, and widespread economic relief ending for millions of federal education loan borrowers, advisors need to help their clients develop an optimal tax-efficient repayment strategy for a unique type of consumer debt where traditional debt management strategies simply won't cut it.

Learning Objectives:
  • Distinguish between various financing options available for higher education and what the pros and cons of each are
  • Choose the most appropriate student loan repayment strategy for your clients based on their particular income, asset, and debt profile


  • Dr. Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax, Chief Learning Officer, Investments & Wealth Institute

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