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

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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