NAPFA Genesis Webinar - Student Loan Employee Benefits

Online Webinar  
Wednesday, August 18, 2021 3:00 PM - 4:00 PM   iCalendar Eastern Standard Time

Presented by: Jantz Hoffman, president of CSLA Financial Inc., and chairman/CEO of the CSLA Board of Standards
1 NAPFA CE in A – Financial Planning Process and 1 CFP® CE
Member: $39; Non-Member: $59

Free to NAPFA Genesis members, courtesy of LLIS. To register for free, use the promo code emailed to you, or find it in the Announcement of the NAPFA Genesis community here.

This program with Jantz Hoffman will explore how employers are helping to reduce the impact of student loan debt on their employees.  This might be an area of student loans that is new to advisors, and they will be able to better inform their clients on the various emerging student loan benefits, how to negotiate/apply for such benefits, and their tax effects. In addition to covering how employers are assisting their employees, this program will cover assistance and repayment programs available to borrowers.

Learning Objectives:

  • Understand student loan 401k matching programs
  • Comprehend employer contributions
  • Learn about education assistance programs (section 127)
  • More deeply understand public/private Loan Repayment Assistance Programs

Online Webinar  

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