February 13 2018 - Regional Breakfast Meeting
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2/13/2018
When: Tuesday, February 13, 2018
8:30 AM - 10:00 AM
Where: United States


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#FPANJRegional

 


For a first-time new member CFP® Professional a $220 COMBINED SAVINGS on membership in the Financial Planning Association and member rate for the FPANJ Regional Meeting. Please contact us for more details. This special offer expires 1 week before the meeting.

 



Date: Tuesday, February 13, 2018

  

Time: 8:30 AM – 10:00 AM

Topic: Managing Student Loans

Our Featured Speakers (Click on names for Bios): 
Florham Park: Fred Amrein - Amrein Financial, College Affordability LLC
Hamilton: Jared Reilly, CFP® - Mercadien Asset Management
Paramus: David J. Haas, CFP® - Cereus Financial Advisors, LLC
Full to Capacity - Red Bank: Bill Nelson - Pacesetter Planning

Program Description: 
The program will educate advisors on managing student loans after graduation. This includes examining types of student loans, repayment plans, consolidation, and refinancing plans. Tax issues regarding student loans will also be covered, including tax deductions, and tax issues upon discharge. Job Task Domains covered include Major Domain 3, Analyzing and Evaluating the client's Current Financial Status and Major Domain 4, Developing the Recommendations. Principal Topics covered will be C.21, Education Financing, and F.50, Tax implications of special circumstances.

Learning Objective:
The program will educate advisors on managing student loans after graduation. This includes examining types of student loans, repayment plans, consolidation, and refinancing plans. Tax issues regarding student loans will also be covered, including tax deductions, and tax issues upon discharge. The Learning Objective covered will be 6.b. Recommend the appropriate use of funding sources including loans, scholarships, grants, and fellowships in funding education. Additionally, Learning Objective 42.b will be covered: Recommend the appropriate credit/deduction to use for post-secondary education costs.

Level of Complexity: Overview

Registration Fees:
FPANJ Member – Free
Non-Members - $20

Credit Information:
Accepted for 1 CFP® CE by the CFP Board of Standards.
This meeting also qualifies for 1 Accounting CPE CE.


 

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