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Understanding the Student Debt Relief Plan with Client Action Plan
Course Information
Content Level: Intermediate
NAPFA Subject Area: A-Financial Planning Process
Course Description
This webinar will explain the different parts of the recently announced Student Debt Relief Plan. The presentation will provide the details advisors need to know to help their clients navigate the four major components of the plan. The four parts include the Public Service Loan Forgiveness (PSLF) Program Limited Waiver Expiration, Repayment Restart on 1/1/2023, One-Time Federal Loan Forgiveness, and the new Income-Driven Repayment Method. In addition to understanding the plan details, advisors will get insights into various action plans so that clients can maximize their options.
Learning Objectives
  1. Understand the different parts and details of the Student Debt Relief Plan
  2. Learn the importance of proper tax and employee benefit decisions planning in student loan repayment and forgiveness
  3. Identify required steps and timing for clients to maximize plan benefits
Speaker
Fred Amrein

Fred Amrein is the founder/CEO of PayForED.com. He is a nationally recognized expert in the entire college funding and student loan repayment process. Amrein’s unique approach helps students and parents envision the financial outcome of a college education. He brings together the financial aid process, college saving plans, educational tax strategies, student financing, and the loan repayment options. 

Amrein’s company has developed the first comprehensive college funding and student loan repayment platform that provides software, training, and outsourcing.  The PayForED mission is to prevent and solve the student debt crisis. He is the author of various CFP Board approved courses related to college affordability, loan repayment, and forgiveness. PayForED is recognized as a CFP Quality Partner since 2018.

Amrein has an MBA in Finance from Saint Joseph’s University and BS in Accounting and Marketing from Saint Joseph’s University. Heis the author of a book and has been quoted in the Wall Street Journal, Money Magazine, US News, and other national publications.


Summary
Availability: No future session
Expires on 12/31/2022
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
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