
Sign up to save your podcasts
Or
We’re excited to have student loan expert, Heather Jarvis, and college funding expert, Joe Messinger, on the show today. This year for #XYPNLIVE(ish), XYPN’s annual national conference turned virtual, Heather and Joe are offering a combined Post-Con for advisors interested in learning about the dynamic landscape of college planning and student loans.
Today, Joe and Heather highlight the issue of students and parents making unprepared and uneducated decisions around these nuanced and evolving topics of college planning and student loans due to a lack of clear and concise information. Joe and Heather challenge advisors to raise the bar of advice in this space by equipping themselves with the tools and resources that their clients deserve. Most importantly, Heather and Joe remind us that clients need advisors who can listen, sympathize, and shine light on the potential long term impact of decisions around paying for college.
If you want to be prepared to discuss college and student loan planning with your clients, then this show is for you.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/275
4.6
134134 ratings
We’re excited to have student loan expert, Heather Jarvis, and college funding expert, Joe Messinger, on the show today. This year for #XYPNLIVE(ish), XYPN’s annual national conference turned virtual, Heather and Joe are offering a combined Post-Con for advisors interested in learning about the dynamic landscape of college planning and student loans.
Today, Joe and Heather highlight the issue of students and parents making unprepared and uneducated decisions around these nuanced and evolving topics of college planning and student loans due to a lack of clear and concise information. Joe and Heather challenge advisors to raise the bar of advice in this space by equipping themselves with the tools and resources that their clients deserve. Most importantly, Heather and Joe remind us that clients need advisors who can listen, sympathize, and shine light on the potential long term impact of decisions around paying for college.
If you want to be prepared to discuss college and student loan planning with your clients, then this show is for you.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/275
724 Listeners
549 Listeners
2,004 Listeners
457 Listeners
575 Listeners
139 Listeners
848 Listeners
226 Listeners
105 Listeners
132 Listeners
114 Listeners
697 Listeners
16 Listeners
23 Listeners
19 Listeners