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 OF THIS PROGRAM
In this month's Journal in the Round, Adam Minsky, J.D. discusses his article in the February issue of the Journal on managing student loans. He will be joined by college planning expert Joe Messinger, CFP, to discuss the growing problem of massive student loan debt in the U.S., and the different types of loans and repayment options that financial planners can know about to help clients navigate this challenging landscape.
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.
Parents say paying for their children’s college education is a top financial goal, sometimes ranking ahead of retirement savings. Relatively few save in 529 plans and even fewer use prepaid tuition 529 vehicles. Private College 529 Plan is not limited by state restrictions and is an option financial advisers should consider when clients want the hope of private higher education for their children.