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Understanding 529 College Savings Plans and Student Loans Webinar Thumbnail

Understanding 529 College Savings Plans and Student Loans Webinar

Paying for college is one of the most significant financial steps a family will take. In this webinar, we’ll review:

Student Loan Basics:

  • Direct federal loans
  • Private loans
  • Parent Plus loans

Student Debt Repayment Strategies:

  • Public service loan forgiveness
  • Income driven payment plans
  • Taxability of loan forgiveness

529 Plans:

  • How they work
  • Tax advantages

Panel participants:

Patti Hughes, Principal Lake Life Wealth Advisory, CPA, CFP®, Certified Student Loan Specialist     

Teresa Velgara, CFP®, Wealth Planner, Rappaport Reiches Capital Management

Shari Greco Reiches, Co-Founder, Rappaport Reiches Capital Management

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