FOR FINANCIAL ADVISORS

2025 Student Loan Workshop For Financial Advisors

This one day workshop focuses on student loans, their financial impact, problems, fixes and options, both legal and non-legal.

Part One: The Basics of Student Loans
  • The history of student loans, loan lifecycle and loan types
  • Federal Student Loans: The Entities Involved and Types of Federal Loans Introduction to the NSLDS
  • Administrative Discharge
  • Repayment Plans
Part Two: Forgiveness, Default & Practical Forgiveness Plans
  • Default Consequences
  • Curing Default
  • Deferments & Forbearances
  • Practical Application – Real-World Examples with the Student Loan Toolbox

See the schedule of workshops for Financial Advisors to register for the date that works best for you! Contact Joshua for the discount code.

See Dates & Times