CSLP 5: David Hessel, Financial Advisor, Changing lives through holistic planning that includes student debt management
David Hessel discusses the landscape of financial advising and how student debt is altering the work of the profession.
David Hessel is an Independent Financial Advisor affiliated with Global View Capital Advisors. He graduated from Marquette University, in Milwaukee Wisconsin with a B.S. Degree in Finance. He holds the following licenses and designations; Series 66 Investment License, Life & Health Insurance Licenses, CLTC® - Certification in Long-Term Care, and the CSLP® - Certified Student Loan Professional.
Student Loan Advising with Jantz Hoffman and Heather Jarvis from CSLA Institute
The Cares ACT - Is it working for student loan borrowers?
Chris Robinson with Jantz Hoffman and Heather Jarvis
The CARES Act. What borrowers and financial professionals need to know.
CSLP 10: Ryan Frailich, CFP, on advising strategies for clients on income based repayment, public service loan forgiveness, and loan servicers.
CSLP 9: Jantz Hoffman & Heather Jarvis discuss the chaos in the DOE and GAO
CSLP 8: Carli Coyne, Financial advisor & CSLP on how she is growing her practice targeting student loan borrowers
CSLP 7: Patti Hughes, CFP, CPA, MSA, CSLP discusses how she helps clients with complex student loan repayment scenarios.
CSLP 6: How a financial advisor accelerated the growth of her new practice
CSLP 4: A CPA talks about the mistakes tax advisors can make when working with clients who have student debt.
CSLP 3: The problem of student loan debt and financial advising with Heather Jarvis, JD
CSLP 2: Advising student debt repayment when clients temporarily lose income
CSLP 1: The Certified Student Loan Professional (CSLP) program for financial advisors
Copyright © 2006-2022 Podbean.com