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Federal loans, private loans, subsidized loans, unsubsidized loans, income-based repayment, income-contingent repayment, consolidation, deferment, forbearance, forgiveness. Are you confused yet? These are the terms you need to know as you help your clients navigate the education planning process before their children go off to college and after graduation. With total student loan debt approaching the $1.6 trillion mark, 6-year graduation rates stagnating at 59%, and higher education degrees becoming the minimum requirement for gainful employment in the country, advisors need to know how to guide and educate their clients to effectively and efficiently plan for college when time is on their side and resources are available, and more importantly, when they are not.
Learning Objectives:
- Determine between various financing options available for higher education and what the pros and cons of each are
- Determine the most appropriate student loan repayment plan for your clients
- Identify tax savings vs. loan savings in complicated student loan advising scenarios
Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax
Ross Riskin
Creating Educational Moments That Matter for Financial Planners, Wealth Managers, and Tax Advisors
[email protected]
Dr. Riskin serves as Chief Learning Officer for the Investments & Wealth Institute and his research and professional expertise focus on advice engagement, education planning, and tax and wealth transfer planning for high-income and high-net-worth individuals. He is also the Founder and Chief Creative Officer at visiWealth, and sits on the Advisory Board for the American Institute of Certified College Financial Consultants (AICCFC).
Ross is recognized as a thought leader and expert in the areas of tax planning, college planning, student loan advising, and advice engagement, and he is the author of The Adviser’s Guide to Education Planning: 1st and 2nd Editions, which are published by the AICPA. Ross has presented to over 25,000 individuals through webinars, conferences, and in the classroom. He has been quoted in media outlets such as the Wall Street Journal, CNBC, Yahoo Finance, US News, The New York Times, and Investment News, and has also been published in journals such as the Journal of Wealth Management, Journal of Financial Planning, Journal of Accountancy, Tax Notes, and the Journal of Multistate Taxation and Incentives.
In addition to being a CPA/PFS and Certified College Financial Consultant (CCFC), Ross received a Bachelor of Science in Accounting degree from Fairfield University, a Master of Science in Taxation degree from Bentley University, and a Doctorate of Business Administration in Finance degree from Sacred Heart University.
About Our Presenter
Ross is recognized as a thought leader and expert in the areas of tax planning, college planning, student loan advising, and advice engagement, and he is the author of The Adviser’s Guide to Education Planning: 1st and 2nd Editions, which are published by the AICPA. Ross has presented to over 25,000 individuals through webinars, conferences, and in the classroom. He has been quoted in media outlets such as the Wall Street Journal, CNBC, Yahoo Finance, US News, The New York Times, and Investment News, and has also been published in journals such as the Journal of Wealth Management, Journal of Financial Planning, Journal of Accountancy, Tax Notes, and the Journal of Multistate Taxation and Incentives.
In addition to being a CPA/PFS and Certified College Financial Consultant (CCFC), Ross received a Bachelor of Science in Accounting degree from Fairfield University, a Master of Science in Taxation degree from Bentley University, and a Doctorate of Business Administration in Finance degree from Sacred Heart University.
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