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Educating Clients in Student Loan Debt

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Austin Board of REALTORS® Headquarters

4800 Spicewood Springs Road

Austin, TX 78759

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Refunds up to 1 day before event

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About 44 million borrowers have incurred an approximate total of $1.4 trillion in student loan debt. There is no doubt at least some of your clients are among that group of borrowers. Advisors who can offer knowledgeable guidance will distinguish themselves from the others and strengthen their advisor-client relationships. Attendees of this VTC will be able to do just that, learning how to:


  • Differentiate between various education financing options and understand the advantages and disadvantages of each.
  • Help clients lead the "college conversation" with their families, finding the most appropriate schools both academically and financially.
  • Determine the most appropriate student loan repayment plan for each client.
  • Analyze tax savings vs. loan savings in complicated scenarios.



Skillfully led by moderator Elvin D. Turner, JD, MBA, our expert panelists, Allison Anne Hoyt, JD, CLU and Ross A. Riskin, CPA/PFS, will explore the universe of managing student loan debt, beginning with precollege planning and including the array of repayment options. Real-world scenarios and case studies will reveal how best to guide and educate clients with the goal of helping improve your clients’ overall financial health. This program presents an excellent opportunity for you to bring additional value via sound, personalized advice to those clients struggling with the intricacies of student loan debt management.

Who Should Attend: Attorneys, CPAs, Business & Compensation Planners, Estate Planners, Financial Planners, Insurance Producers, Investment Advisors, Retirement Counselors

Educational Level: Intermediate

CE Credits for National Broadcast Date: This program has been submitted for insurance, CFP®, banking, accounting, legal, and PACE/PRCE credits. Check www.SocietyofFSP.org for state approvals.

FSP Austin Event Sponsor

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Date and Time

Location

Austin Board of REALTORS® Headquarters

4800 Spicewood Springs Road

Austin, TX 78759

View Map

Refund Policy

Refunds up to 1 day before event

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