Student Loan State of the Union

Course Information

Content Level: Intermediate
NAPFA Subject Area: A-Financial Planning Process

Course Description

Joseph McGrath will provide participants with a State of the Union on student loans. This presentation will cover current trends, news of potential forgiveness, client talking points, and refinancing qualifications. Time will be allocated to address specific questions from participants.

Learning Objectives

Learn how to speak on the current landscape of student loans
Address client concerns directly during meetings and answer questions
Utilize resources available to help clients free up cash flow though refinancing, consolidation, or potential forgiveness options

Speaker

Joseph McGrath

Joseph McGrath presents to financial advisors from coast to coast about the value of meeting with a student loan consultant to help navigate the perfect repayment plan. In addition to his current role in sales and client management, he has additional experience in both the recruiting and Non-Profit industries. McGrath currently lives in Philadelphia and is a graduate of Temple University’s Fox School Of Business with a BBA in Marketing.

Summary


Availability:	Retired


Initial Cost:	Member: $0.00 Non-Member: $39.00


Additional Cost:	CFP® CE: $10.00


Credit Offered:	No Credit Offered


Contains:	2 Courses

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