Student Loans Deep Dive Workshop with Heather Jarvis

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10:00 AM - 1:00 PM
Student loans aren’t going away anytime soon. Borrowing is up across the board, graduate and professional students routinely borrow mortgage-sized amounts, and parent borrowing is way up.

Now’s a great time to brush up on the basics, learn what’s new, and ask your toughest questions. Spend Wednesday morning with Heather Jarvis, a gifted instructor with an unparalleled depth of knowledge and knack for making difficult material amusing. Spend the morning with Heather and leave knowing more about student loans than most professional advisors.

Top-Ten Student Loan Myths Debunked

From interest subsidies to negative amortization, student loan cases pose unique challenges for even the most experienced financial advisors. In this fun 75-minute session, you ’ll unlearn what you thought you knew about compounding interest, statutes of limitation, the value of filing joint tax returns and so much more! Join attorney and nationally recognized student loan expert Heather Jarvis for this fast-paced and content-rich session. A can’t miss for every financial advisor.

Master Class: A Student Loan Case Study

You already know the basics—now sit back and watch as attorney and student loan expert Heather Jarvis demonstrates a complicated student loan case analysis from start to finish. We’ll work through a real client matter that presents all the important questions (screening for discharge, whether to consolidate, the costs and benefits of changing repayment plans, evaluating refinancing, projecting the potential value of forgiveness, and counseling concerned clients). Enjoy a dedicated Q&A for your most vexing student loan questions. This highly-practical session is designed for advisors interested in advancing their knowledge about the ever-interesting student loan niche.

NASBA CPE Credit: 3 NASBA Field of Study: Specialized Knowledge