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Student Loan Employee Benefits - NAPFA Credit Only

Student Loan Employee Benefits - NAPFA Credit Only

A-Financial Planning Process

Jantz Hoffman

Published: 8/18/2021

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

1 NAPFA CE in A – Financial Planning Process will be posted in your NAPFA CE record after downloading this recording.

After purchase, you may access this recording under the My Webinars link on your My Account page of the NAPFA website for 90 days. The recording will expire and automatically be removed 90 days after the purchase date.

This is a recorded Genesis webinar from August 2021.