Print Page   |   Contact Us   |   Sign In   |   Join
Student Loans (4153001A)
View Registrations Tell a Friend About This EventTell a Friend
 

There are many sources for funding college and student loans remains a major one. And selecting the correct loan may be almost as important as selecting the right college. Take a detailed look at available student loans and some alternate loans that the family/student may want to consider. We'll also discuss consolidating those loans once the student has left school and review the Public Service Loan Forgiveness Program for federal loan

5/27/2015
When: 5/27/2015
12:00 PM - 2:00 PM
Where: Webcast/Webinar
Presenter: Gary Carpenter, CPA, CCPS
Contact: April Deneault
801-834-6634


Online registration is closed.
« Go to Upcoming Event List  

There are many sources for funding college and student loans remains a major one. And selecting the correct loan may be almost as important as selecting the right college. Take a detailed look at available student loans and some alternate loans that the family/student may want to consider. We'll also discuss consolidating those loans once the student has left school and review the Public Service Loan Forgiveness Program for federal loans.

  

Objectives:
Identify different loans available to students and families.
Determine the positives and negatives of each type of loan.  
Recognize when loans can be consolidated and who can consolidate them.
Identify other financing options for college.

 

Major Subjects:

Undergraduate student loans: Federal; in the student name
Stafford loans: Subsidized and unsubsidized
Perkins loan: In the parent name
PLUS loan
Private student loans
Graduate student loans: Federal, Stafford, Perkins, Grad PLUS and private student loans
Consolidating student loans: Federal, student, parent and private
Other financing options: Home equity/line of credit; margin accounts; family loans; credit cards and retirement accounts
Federal Public Loan Forgiveness Program

Designed For:

CPAs, CFPs, lawyers and personal financial planners.
 

Prerequisite: None

 

Advanced Prep: None

  

Speaker: Gary Carpenter, CPA, CCPS

Vendor: CalCPA

Field of Study: Management

Level: Overview

CPE Credit: 2 hours

Acronym: STUL

 

Registration Fees:

Members: $70

Nonmembers: $94

 

Meet the Speaker:

Gary Carpenter, CPA, CCA, is the owner and president of College Planning Services, a provider of college planning strategies and seminars based in Syracuse, NY. He is also co-founder of the CollegeLOAN Evaluator. Carpenter has provided continuing professional education courses in college planning and financial aid for various state CPA societies.
Carpenter is co-author of College Financial Planning for Any Income Level. He has been quoted in the Wall Street Journal, Washington Post, Kiplinger’s Personal Finance, AARP Magazine, Money, Financial Advisor and on MSNBC and CNBC. He is the executive director and co-founder of the National College Advocacy Group (NCAG). A member of AICPA and the New York State Society of Certified Public Accountants (NYSSCPA), he is chair of the Personal Financial Planning Committee for NYSSCPA.

Membership Management Software Powered by YourMembership.com®  ::  Legal