THE PERFECT RIA
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What You'll Learn In Today's Episode:

  • No matter your niche, you can ask your clients about education planning.
  • The fastest student loan borrowers are those over the age of 50.
  • Many careers are now requiring graduate degrees.
  • That it’s important to connect with those who understand the rules related to education planning and loan repayments.
  • Upcoming critical changes that may impact your clients.
Table of Contents

College planning is a lifetime decision, from saving to loan repayment, and what about planning for graduate school? On today’s What Works Wednesday, Matt is joined by Fred Amrein from Pay For Ed to talk about ways that you can deliver value to your clients by asking about education planning. With the average loan borrower over the age of 50 and retirees helping with education for their children and grandchildren, it’s important to ask clients who is talking with them about these plans.

*PayForED is not a Registered Investment Advisory or CPA Firm.  The information provided is general financial information, and each client’s situation is unique.  This information is based on current rules at the time of the recording, which may change in the future. Any of the financial strategies or tax ideas discussed today should be reviewed with a financial professional or tax expert before making any final personal financial decision.

Ideas Worth Sharing:

‘It’s become such an important part of people’s financial future’ - Fred Amrein Share on X ‘For legacy, it’s the only multigenerational financial decision that crosses over, and you can help.’ - Fred Amrein Share on X ‘What people don’t recognize is your debt structure drives your repayment and forgiveness options.’ - Fred Amrein Share on X

Resources In Today's Episode:

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