Collaborative Learning Event - Helping the Modern Day Young Professional- with a Special Look at Student Loan Planning

 

April 21, 2021
3:00 PM CDT - 5:00 PM CDT
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Virtual Event


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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

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Tickets

$0.00 FPA WI, NAIFA WI, SFSP or CFLCW Members

$0.00 Non-Member Ticket

Future Meetings

Collaborative Learning Event - Helping the Modern Day Young Professional- with a Special Look at Student Loan Planning

 

April 21, 2021

 

3:00 PM CDT to 5:00 PM CDT

 

Virtual Event

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

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May 4th Member Meeting

 

May 04, 2021

 

8:25 AM CDT to 12:00 PM CDT

 

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May 20, 2021

 

12:00 PM CDT to 1:00 PM CDT

 

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July 21, 2021

 

8:30 AM CDT to 12:00 PM CDT

 

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August 05, 2021

 

8:00 AM CDT to 9:30 AM CDT

 

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Brookfield, WI 53005

Learn more about what your new FPA membership has to offer!

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Collaborative Learning Event

 

August 18, 2021

 

2:30 PM CDT to 5:00 PM CDT

 

Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

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September 21st Member Meeting

 

September 21, 2021

 

8:30 AM CDT to 1:15 PM CDT

 

Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/

Save the date for our September Member Meeting.

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2021 Financial Planning Symposium

 

October 18, 2021

 

9:00 AM CDT to 4:30 PM CDT

 

Brookfield Conference Center
325 South Moorland Road
Brookfield, WI 53005
https://www.brookfieldconferencecenter.com/

We look forward to seeing all attendees at the Symposium.

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Collaborative Learning Event

 

November 10, 2021

 

2:30 PM CST to 4:30 PM CST

 

Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

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New Member Breakfast

 

November 18, 2021

 

8:00 AM CST to 9:30 AM CST

 

Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005

Learn more about what your new FPA membership has to offer!

View Details ▶

 

 

December 14th Member Meeting

 

December 14, 2021

 

1:00 PM CST to 5:00 PM CST

 

Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/

Last Member Meeting of the Year.

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