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FPA of Oregon & SW Washington Fall Webinar - October 21 – Student Loans
Wednesday, October 21, 2020, 3:00 PM - 5:00 PM PDT
Category: Events
REGISTRATION FOR THIS EVENT HAS NOW CLOSED.
If you have any questions, please email [email protected].
October Fall Meeting Webinar
Wednesday, October 21
from 3–5 pm
"Unmet Need – Planning Shortfalls in Higher Education"
Presented by Justin Kribs, MS, CFP®,
Director of Financial Planning and Student Loan Services, InsMed Insurance Agency Inc.
REGISTER ONLINE
Deadline: Monday, October 19
For more than a decade the costs associated with higher education have continually increased. Following this trend, the total debt burden for borrowers of federal loans continues its march towards $2trillion. Planners must take actionable steps to address the increasing costs of education and be prepared for future headwinds while also managing possible windfalls. The planning for higher education has become a lot more complicated then budgeting and looking for low interest rates. The talk will be primarily geared towards undergraduate students, but will also address some issues associated with planning for graduate school.
Agenda
1. Current Events
a. Congressional Actions
- i. CARES Act
- ii. Executive Action
- iii. Plus whatever bill the House and Senate might agree on
b. Bankruptcy
c. Current debt levels and trends in borrowing
2. Planning Shortfalls
- a. Cost of Attendance
- b. Unmet Need
- c. Reality Check
Prior to joining InsMed he spent 5 years as the Manager of Student Debt Counseling and Financial Management at Oregon Health and Science University in Portland, OR. Justin was just 1 of 3 CFP® professionals nationally that worked for a medical university in such a capacity.
During this time he had over 2,000 meetings with students, residents, and faculty helping them get a handle on their financial situations by integrating loan repayment with long term financial goals. Justin has spoken at the national level and brings extensive experience and insights in the specialized areas of student loan repayment and higher education planning. Justin earned his CFP designation in September of 2009 and earned his Master’s in personal financial planning from Kansas State University in 2014. Justin lives in Camas Washington with his wife Akiko, and their 3 daughters.
Registration Details
You must register in advance to attend -- DEADLINE: Monday, October 19. No exceptions. Fees are per person.
- FPA of Oregon & SW Washington Member: $25
- Non-Member: $50
Registration fees includes the presentation and materials (as provided by the speaker), and Continuing Education (CE) credit as appropriate.
Upon registration on this FPA website, participants will receive a confirmation email with Zoom access details (webinar link with unique Meeting ID and Passcode).
REGISTER TO ATTEND
Continuing Education (CE) Credit/Details
This program has been approved for 2 (two) credit hours of continuing education (CE) from the CFP Board and Oregon Insurance Division. Application was made to the Washington State Office of the Insurance Commissioner, and was denied continuing education credit. Please note while FPA files CE credit for each of our offerings, credit is not guaranteed for this or any program. Approval of programs is solely based on each accrediting authority.
For approved programs, participants must prove participation in the full extent of the activity for FPA to file on your behalf. This is typically tracked upon logging in and out of the session, as well as verified through a unique code/ID announced during the program (and/or other verification processes as required by each accrediting authority). Be sure to provide your appropriate certification numbers on the registration form for accurate filing on your behalf. Incomplete or inaccurate numbers will not be included in rosters and it is the sole responsibility of each participant to provide the appropriate and accurate information to FPA. Certificates of Participation for individual record keeping will be provided on a request basis.
Interested in supporting FPA and our fantastic CE programs? Sponsoring is a fantastic way of getting in front of CFP Professionals and our chapter membership and showing your commitment to the profession. Contact Vicky Danielson, FPA Association Manager, to discuss opportunities and pricing.
Thank you to our October Fall Meeting Sponsors!
Charles Schwab Investment Management
and
Dan Summerfeldt with Sierra Pacific Mortgage Company
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"Dan the Mortgage Man"
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Contact: Amoreena Burke in the FPA Office at [email protected]
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