Students facing high levels of student debt is the harsh realty most students experience upon graduation. Student Loan Hero reports 69% of college students take out student loans and graduate with an average of $29,900 in debt. Advisors working with young professionals must understand the complexities surrounding student loans as well as how they fit into the overall financial plan. This session is designed to help advisors understand how to develop a financial plan for young professionals and evaluate the options surrounding student loans. This session will end with a student loan expert David Hessel sharing considerations and resources for clients with significant student debt.

Collaborative learning is where a problem is presented and you and your peers jointly develop solutions. Not only are you hearing ideas and solutions, you’re sharing them. You’ll work with attorneys, CPAs, Financial Planners, Insurance and Risk Management experts and perhaps talented experts you never considered.

A few days prior to the event you will receive a confirmation notice with the case study. During the virtual event you’ll be randomly assigned to a breakout room and collaboratively your group will discuss concerns and develop solutions.  We’ll share findings and hear from our expert David Hessel. 

1 CFP®, WI Ins, IWI CE Credits