Heather recently contributed to an article by Madeline Novey that appeared today in the Fort Collins Coloradan Newspaper on student loan debt. Check it out!
Student Loan Essentials for CFP Professionals: Repayment & Forgiveness Programs
Flexible student loan repayment options and forgiveness provisions are available, but they can be tricky to navigate and the details matter.
After completing this CE-accredited session, participants will:
- know how to inventory and identify student loans,
- recognize when to evaluate forbearance, deferment, discharge, or cancellation,
- discover the options for curing student loan default,
- identify the benefits of income-driven student loan repayment plans,
- recognize sources of student loan repayment assistance programs, and
- evaluate the tax consequences related to student loan programs
Participants will receive 3 CE CREDIT HOURS (based upon a 50-minute instruction hour).
Price: $175.00 USD per registrant
Beyond the Basics for CFP Professionals: Tailored Strategies for Loan Repayment & Forgiveness
Student loan borrowers have many complicated decisions to make. Learn how to develop a tailored strategy for your clients with student loans.
After completing this CE-accredited session, participants will:
- be able to interview a student loan client and gather critical information related to discharge and forgiveness,
- know how to read and interpret the client’s record in the National Student Loan Data System,
- evaluate whether your client qualifies for an income-driven repayment plan,
- determine which repayment option makes the most sense in given circumstances,
- identify possible sources of student loan repayment assistance programs and forgiveness,
- and advise your clients about relevant tax considerations.
Participants will receive 3 CE CREDIT HOURS (based upon 50-minute instruction hour)
Price: $175.00 USD per registrant
Student Loan Essentials for University Professionals
University administrators, faculty, financial aid and career counselors need to have a solid understanding of federal and private student loan programs. Flexible student loan repayment options and forgiveness provisions are available, but they can be tricky to navigate and the details matter.
After completing this session, participants will:
- know key differences between the various available student loans,
- understand the basics of forbearance, deferment, discharge, or cancellation of student loans,
- identify the benefits of income-driven student loan repayment plans, and
- recognize sources of student loan repayment assistance programs.
$59 registration fee includes live interactive webcast, all course materials, and access to recorded session.
Student Loans In-Depth: Advanced Tools for University Professionals
For university professionals with a solid understanding of student loan fundamentals, this course will prepare you to meet the specific concerns of students and alumni with student loans.
After completing this session, participants will:
- be able to quickly focus on the important details an individual student must consider,
- identify and assist students and alumni who may benefit from an income-driven repayment plan,
- help students and graduates determine which repayment option makes the most sense in given circumstances,
- find the answers to complicated questions regarding student loan repayment assistance programs and forgiveness,
- alert borrowers about relevant tax considerations,
- recognize how and when to evaluate forbearance, deferment, discharge, or loan cancellation
$59 registration fee includes live interactive webcast, all course materials, and access to recorded session.
