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Details

Date:
February 19
Time:
12:00 pm - 1:00 pm
Cost:
Free for AFCPE® Members and FPA Connect Members
Website:
Register

Venue

Webinar / Online Meeting
Online Meeting

Organizer

Other

Topics
General, Counseling, Coaching, Financial Literacy, College Finance
Eligibilities
AFCPE Member Only, Open to FPA Members
Sponsors
AFCPE
CEUs / Credits
1
Options
This is a Live CEU program.
Types
AFCPE Webinar

February 19 @ 12:00 pm - 1:00 pm EST

Free for AFCPE® Members and FPA Connect Members

Student loan debt isn’t just a young person’s problem. With more than 43 million borrowers across all ages and income levels, the demand for personalized student loan planning is greater than ever. In this session, you’ll learn key points about student loan planning and how adding student loan guidance (either internal or outsourced) can not only improve client outcomes but also build trust and long-term client loyalty.

In this session. attendees will:

Understand the scope and complexity of student loan debt in the U.S.

Identify key client profiles most in need of student loan guidance

Recognize how integrating student loan advice enhances client retention and trust

Learn about the latest updates to IDR plans, forgiveness options, and 2025/2026 regulatory changes

Understand the key ways tax strategy and student loan repayment intersect

Time: Noon ET

Presenter: David Gourley Founder/Financial Planner K-12 Planning

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