February 2018 CE Program

February 22, 2018
7:30 AM to 10:00 AM
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Champions Run Country Club
13800 Eagle Run Drive
Omaha , NE 68164
http://www.championsomaha.com
 Directions

Join us for breakfast and learn about
Educating Clients in the Management of Student Loan Debt


Meeting sponsored by: 


AGENDA  
    7:30 - 8:00 AM      Breakfast Buffet
    8:00 - 10:00 AM    2-hour CE Program (pre-recorded VTC)
 
About 44 million borrowers have incurred an approximate total of $1.4 trillion in student 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 relationship.  Attendees 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.
MODERATOR
PANELISTS
  • Allison Anne Hoyt, JD, CLU, Advanced Markets Consultant in The APEX Group at Guardian
  • Ross A. Riskin, CPA/PFS, CCFC Founder of the American Institute of Certified College Financial Consultants (AICCFC), Founder and Managing Member of Riskin Advisory, LLC, and Vice President of Riskin & Riskin, PC
This program has been approved for 2 hours of NE and IA Life Insurance, CFP®, Accounting, Legal, and PACE Credits.
 

Tickets

$0.00 Member

$25.00 NAIFA Member

$50.00 Guest