Join this session for an in-depth look at how 529 college savings plans can help meet the different needs of clients of every generation. Learn about specific strategies to engage grandparents, Gen-Xers, Millennials, and employers that will deepen relationships and spur successful relationships across channels.
Students and families shoulder a greater share of the rising costs of higher education. Join attorney and nationally recognized expert Heather Jarvis for a content-rich presentation detailing what advisers need to know about financing higher education on the front-end. The session covers it all from trends in pricing, “gift” aid like grants and scholarships, and the best federal and private borrowing including interest rates, borrowing limits, and how to evaluate options for parent borrowing.
PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION
The challenges facing financial planners who assist their clients in completing the Free Application for Federal Student Aid (FAFSA) revolve around conflicts between tax and financial aid maximization of a family’s finances, and/or misconceptions about the FAFSA. These misconceptions could cost a family money. The contributors of February's Journal of Financial Planning will discuss the FAFSA myths and tips to help financial planners guide their clients through the intricate process of completing the FAFSA. It will include an audience Q and A, and be moderated by an FPA volunteer.
There is currently $1.4 trillion in outstanding student loan debt, and it continues to rise. More and more borrowers are struggling to understand their repayment options, and they often turn to professionals for help. Join Adam S. Minksy, Esq., a nationally recognized expert in student loan law, as he walks you through the complexities of the student loan system to help you better serve your clients who are repaying their student loans.
Cookies are small pieces of information that are stored by your browser on your computer’s hard drive.
You can delete or block cookies within your browser settings.
Should you opt to do this, some parts of our site may not work.
For more information, including instructions on how to remove the cookies that have been placed,