FPA - 1st Member Meeting of 2019
Tell a Friend About This EventTell a Friend
 

1/29/2019
When: January 29, 2019
8:30 a.m.-1:15 p.m.
Where: DoubleTree by Hilton
18155 W. Bluemound Road
Brookfield, Wisconsin  53045
United States
Contact: Michael Smith
414-427-8660

« Go to Upcoming Event List  

FPA - 1st Member Meeting of 2019

Join us for our first Member Meeting of 2019.  This meeting will focus on college planning including 529 college saving plans along with dispelling the myth that saving for college will hurt a child’s chance for financial aid; how student load debt impacts later life decisions and outcomes for those carrying student loan debt; and finally a detailed overview of the complex student loan system and programs that may be available to borrowers to better manage student debt.  A more comprehensive description for each session is listed below.

Meeting Agenda:
8:30 - Registration and Networking
8:45 - Welcome and Opening Remarks
8:50 – Education Planning & Savings, Susie Bauer - approved for 1 CFP & WI Ins CE applied for
9:40  – Break and Partner Introductions
9:55 – Financial Literacy & Decisions of Young Adults, Cliff Robb - approved for 1 CFP CE & WI Ins CE applied for
10:45 - Break
10:50 - FPA of Wisconsin Business
11:10 - Managing Student Loans in a Changing Landscape, Adam Minsky. - approved for 2 CFP & WI Ins CE applied for
12:00 - Break / Lunch 
12:20 – Managing Student Loans...continued
1:15 - Adjourn

Presentation Descriptions:

Education Planning & Saving - Attendees will walk away with a solid understanding of how financial aid and the expected family contribution are calculated. We’ll dispel the myth that saving for college will hurt a child’s chance for financial aid and provide a deep dive into 529 college savings plans, the unique 5-year gift averaging feature and provide distribution strategies for non-parental owned 529s.

Financial Literacy & Decisions of Young Adults - In recent years, student loan debt has climbed to become the second highest category of consumer debt behind mortgage debt. Evidence suggests that the rising cost of obtaining a degree is not deterring students from attending college, rather, current students are borrowing more to attend than previous cohorts. Previous studies have noted decreased economic stability associated with student loan debt, and there is evidence that high levels of student loan debt might have an impact on degree attainment, school program and career choices, and later borrowing decisions. The presentation considers the role of financial literacy and consumer understanding of borrowing decisions using data from a nationally representative sample of U. S. adults. Most importantly, the presentation explores how student loan debt impacts later life decisions and outcomes for those carrying student loan debt. The discussion highlights the critical role of proper planning given the potential for significant adverse outcomes in the consumer loan marketplace.

Managing Student Loans in a Changing Landscape - Attorney Adam S. Minsky is a student loan expert who has built a successful legal practice focused entirely on helping student loan borrowers and their families. He will provide a detailed overview of the complex student loan system and programs that may be available to borrowers to better manage their student debt, so that practitioners will be better prepared to help clients who are struggling with student debt. Topics will include:
     - Student loan types
     - Student loan players
     - Student loan statuses
     - Repayment plans, including income-driven plans
     - Loan forgiveness programs
     - The pros and cons of consolidation and refinancing
     - Legislative changes
     - Case studies
     - Resources

To view the speakers’ bios – click here!

NAIFA Member Rate (Guest Rate): $60.00

https://linkprotect.cudasvc.com/url?a=http%3a%2f%2ffpawi.org%2fimages%2ficons%2fRegisterNowc.png&c=E,1,9MrLskb1Yb2lJoSe6JMKI263H0c9maRUOJYB8Kz6IlPiNCM2y49aoKE8cXG--Lqn4eZGdEoywIFB4rGwGlS96CeSxnO4SBVwDoCJ5IVQ43lj3JAv&typo=1

 

National Association of Insurance and Financial Advisors-Wisconsin

Regional Office
600 State Street, Suite A
Cedar Falls, IA 50613