College Financial Planning: Student Loans Webcast | 4173001B


Date :
April 17, 2018 11:00 AM - 1:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 2.00, CFP 2.00
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Student loans remain a major source of funding for college and selecting the right loan is almost as important as selecting the right college. Take a detailed look at student loans and some alternate loans that families and students may want to consider. Discuss loan consolidation once the student has left school and review the Public Service Loan Forgiveness Program for federal loans.

View all webcasts and On-demand Self-Study offered in the College Financial Planning Series.

Materials are provided as an ebook


  • Identify different loans available to students and families.
  • Determine the pros and cons 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’s name.
  • Stafford loans: Subsidized and unsubsidized.
  • PLUS loan.
  • Private student loans.
  • Graduate student loans: Federal, Stafford, 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.

Advanced Prep:


Misc. Information:

View all webcasts and On-demand Self-Study offered in the College Financial Planning Series.
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Level of Difficulty:
Field of Interest:
Specialized Knowledge


Designed For:

CPAs, CFPs, lawyers and personal financial planners.


Gary Carpenter, CPA

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 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, and 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 a past chair of the Personal Financial Planning Committee for NYSSCPA.

No Agenda or Materials posted.