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Mastering Student Loans: Refinancing, Repayment, PSLF, and Advisor-Led Savings
Free to members, courtesy of Juno
Course Information
Earn: 1 NAPFA CE and 1 CFP® CE 
Content Level: Intermediate
NAPFA Subject Area: A-Financial Planning Process

Sponsored by:
Course Description

This session provides financial advisors with an up-to-date roadmap for guiding clients through today’s evolving student loan landscape. The program will cover how interest-rate environments influence refinancing decisions, how advisors can analyze repayment options under current federal rules, and how changes to income-driven repayment structures affect long-term planning. Participants will also learn frameworks for evaluating Public Service Loan Forgiveness (PSLF) eligibility, assessing employer type and payment history, and integrating student loan strategies into broader financial plans. Case studies will illustrate how to compare federal repayment paths with potential refinancing scenarios across different borrower profiles, including high-income earners, medical professionals, and public-sector employees.

This Partner Solutions webinar is sponsored by Juno.

Learning Objectives
  1. Learn how to differentiate when clients should pursue refinancing versus federal repayment or PSLF, based on income, employment, and debt structure.
  2. Understand how to apply current federal policy changes — including the restructuring of income-driven repayment plans and updated PSLF requirements — to real client scenarios.
  3. Learn how to construct student loan repayment strategies that integrate with holistic financial planning, including tax implications, cash-flow modeling, and long-term debt management considerations.
Speaker

Joseph Price-Gault, MBA
Head of student loan refinance at Juno 

 
Joseph Price-Gault, MBA, is the head of student loan refinancing at Juno, where he leads national refinance, repayment, and advisory initiatives. He has personally overseen more than 10,000 borrower consultations and helped manage over $600 million in student debt, partnering closely with financial advisors, medical practices, and universities to support borrowers through complex repayment and PSLF decisions. His work spans product design, negotiated refinance partnerships, and federal repayment
Summary
Availability:
Registration Required
Access expires on Mar 04, 2026
Location:
Online Meeting
Date / Time:
Mar 03, 2026 3:00 PM - 4:00 PM ET
Cost:
Member: $0.00
Non-Member: $19.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
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