Free

ProPuzzle/VTC: Educating Clients in the Management of Student Loan Debt

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Plan Financial

9 River Park Place East, Ste. 440

Fresno, CA 93720

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Event Description: We will be hosting this VTC in a different format. We are unable to host the live version and will host a recorded version. This will allow us to pause, if needed, to address questions or start a dialogue for topics raised during the VTC. Similar to our ProPuzzles, light refreshments will be provided. Guests are encouraged to attend!

Unfortunatley CE credit will not be available.

Topic Summary: Financial advisors can fulfill a valuable role by giving their clients knowledgeable guidance regarding management of student loan debt. Attendees of this VTC will learn how to help borrowers throughout the entire process, beginning with pre-college planning and including a review of the wide variety of repayment options available and how to identify the most appropriate strategy for each client. The advisor will leave this program with a deeper understanding of the intricacies of the student loan process and the insight to offer advice that will improve each borrower’s/client’s overall financial health.

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Plan Financial

9 River Park Place East, Ste. 440

Fresno, CA 93720

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