Journal Live Bundle includes:
01/13/22 – Strategic College Search to Maximize College Savings and the Role of the 529 Plan
College is the second largest investment that most families will make in their lifetime and financial advisors can play a key role in helping clients navigate this complicated landscape. Join with the author to learn more about the significant shift in how student aid is determined, the strategic use of 529s and other funding sources, and the expected impact of the most recent FAFSA changes. Explore how pairing late-stage college planning and 529s can help you connect with clients to maximize college savings and avoid the huge burden of student loan debt.
Speaker: Cozy Wittman leads the education and partnerships for College Inside Track, an organization that helps families navigate the college process and find the right fit. She is considered a national subject-matter expert on late-stage college planning and trains financial professionals around the country on strategies they can use to better serve clients. In addition to being a featured speaker at financial services conferences and high schools, Cozy is a mom of five kids with very different goals for college, so she is no stranger to the college search challenge.
01/18/22 – Student Loans, Financial Well-Being, and the Role of the Financial Planner
Securing a college education can yield a variety of financial and nonfinancial benefits, but the rising costs—and the student debt that often results—can impact the financial well-being and personal life choices of households. This article examines the demographic, financial, and other differences between those with and those without student debt. Join with the authors to learn how financial planners can use these results to assist clients and their families in minimizing the long-term impact of student debt.
Speaker: Courtney B. Baggett, PhD, is the director of the risk management and insurance program at Troy University. She holds the Chartered Property and Casualty Underwriter (CPCU), Associate in Risk Management (ARM), and Associate in Surplus Lines Insurance (ASLI) designations. Courtney earned her PhD at Florida State University in 2016. .
Speaker: Cassandra R. Cole, PhD, is chair of the risk management/insurance, real estate, and legal studies department in the College of Business at Florida State University. She also serves as the director of the master’s of science in risk management and insurance (MS-RMI) program. Cassandra earned her PhD from the University of Georgia in 2002.
Format: Journal Live programs are approximately 45 minutes long and consist of a short presentation over the telephone followed by a Q&A session. Questions are submitted by e-mailing [email protected]. This format affords attendees the opportunity for interaction with the expert speaker and a knowledgeable, engaged audience.