Strategies, Case Studies & Policy Update
What You'll Learn
Join Meagan McGuire, CFP®, ChFC®, CSLP® and Lauryn Williams, CFP®, CSLP®, AFC® of Student Loan Planner as they walk you through the most pressing student loan challenges your clients are facing today. Through practical case studies and timely policy updates, this session will equip you with the…
Tom Dickson
Financial Experts Network
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Join Meagan McGuire, CFP®, ChFC®, CSLP® and Lauryn Williams, CFP®, CSLP®, AFC® of Student Loan Planner as they walk you through the most pressing student loan challenges your clients are facing today. Through practical case studies and timely policy updates, this session will equip you with the frameworks and insights needed to deliver confident, informed guidance across a wide range of client scenarios.
What You'll Learn:
- Using four real-world case study models, Meagan and Lauryn will break down optimal repayment strategies for clients at every stage of the borrowing lifecycle:
- Done Borrowing – Strategies for clients who have completed their education and are now focused on repayment optimization, refinancing decisions, and long-term payoff planning.
- New Borrower – How to set up clients just entering repayment for success, including plan selection, income-driven repayment enrollment, and early forgiveness pathway planning.
- Still Borrowing – Managing in-school borrowing strategy for clients actively pursuing advanced degrees, including how current decisions impact future repayment options.
- Public Service Loan Forgiveness (PSLF) – A deep dive into identifying eligible clients, tracking qualifying payments, and avoiding costly missteps that can derail forgiveness timelines.
Policy Updates You Need to Know:
Meagan and Lauryn will also cover the latest developments your clients are asking about, including the current status of Parent PLUS borrowers and the most recent updates to the Repayment Assistance Plan (RAP).
*CE/CPE Eligible:1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, CDFA and RICP. CPA and EA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.