Due to the rising costs of higher education and all-time high student loan debt levels, clients from all generations are relying more than ever on advisors to help them navigate the financial complexities associated with college funding, financial aid, and student loan planning processes. In this presentation, Dr. Riskin will share creative education planning strategies you can use with business owners, high-income and high-net-worth individuals, divorced couples and blended/modern families, and grandparents as they experience the higher ed revolution firsthand. In addition, Ross will also cover relevant changes from recently passed and proposed legislation and identify trends so you can stay ahead of the curve when planning for the next generation over the next decade.

Speaker:

Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax Chief Learning Officer, Investments & Wealth Institute

Premier Continuing Education (CE):

- 1 hour of CE credit for CIMA^®, CPWA^®, and RMA^® certifications

- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected