Webcast: College Financial Planning: Student Loans (XCSTUL17)
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Student loans remain a major source of funding for college and selecting the right loan is almost as important as selecting the right college. Take a detailed look at student loans and some alternate loans that families and students may want to consider. Discuss loan consolidation once the student has left school and review the Public Service Loan Forgiveness Program for federal loans.

5/23/2017
When: 05/23/2017
1:00 PM until 3:00 PM
Where: Webcast
CALCPA
4173001A
United States
Presenter: Gary Carpenter, CPA, CCPS


Online registration is closed.
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AcronymXCSTUL17
CPE2 hours
VendorCalCPA
Category
Specialized Knowledge
LevelOverview
PrerequisiteNone
Adv PrepNone
Yellow Book?No
Designed forCPAs, CFPs, lawyers and personal financial planners.
Registration
Member$60
CPA Non-Member$94

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course Description

Student loans remain a major source of funding for college and selecting the right loan is almost as important as selecting the right college. Take a detailed look at student loans and some alternate loans that families and students may want to consider. Discuss loan consolidation once the student has left school and review the Public Service Loan Forgiveness Program for federal loans.

Materials are provided as an ebook

Objectives

  • Identify different loans available to students and families.
  • Determine the pros and cons of each type of loan.
  • Recognize when loans can be consolidated and who can consolidate them.
  • Identify other financing options for college.

Major Topics

  • Undergraduate student loans: Federal; in the student’s name.
  • Stafford loans: Subsidized and unsubsidized.
  • PLUS loan.
  • Private student loans.
  • Graduate student loans: Federal, Stafford, Grad PLUS and private student loans.
  • Consolidating student loans: Federal, student, parent and private.
  • Other financing options: Home equity/line of credit; margin accounts; family loans; credit cards; and retirement accounts.
  • Federal Public Loan Forgiveness Program.