Preconference: Education Planning Workshop: From Six-Figure 529 Plans to Six-Figure Student Loans

Free for Certified College Financial Consultants (CCFC). This Advanced Education Planning pre-conference workshop is designed to equip advisors working with clients from all generations with advanced knowledge and practical skills in education funding, financial aid planning, and student loan advising. This program will cover key concepts, strategies, and case studies to provide attendees with a comprehensive understanding of effective advanced education planning techniques.

Learning Objectives:

Analyze advanced techniques for funding higher education expenses and understand the nuances of building a multi-savings vehicles strategy that includes vehicles such as 529 plans, CESAs, brokerage accounts, and custodial accounts.

Gain insights into the complex landscape of financial aid, including grants, scholarships, and loans and develop strategies to minimize out-of-pocket expenses for students and families.

Develop proficiency in advising on student loans, including understanding different types of loans, repayment options, and loan forgiveness programs.

Please contact Foundation@NAPFA.org for more information and to receive your promo code.