CSLP 7: Patti Hughes, CFP, CPA, MSA, CSLP discusses how she helps clients with complex student loan repayment scenarios.
Patti Hughes is President of Lake Life Wealth Advisory Group in Chicago, Illinois. Patti is a CPA, CFP and Certified Student Loan Professional. She discusses some of the key aspects of advising clients with student debt. Patti speaks to the need for the CSLP program and how advisors have a fiduciary responsibility to know and share this information to clients holding student debt. She notes how traditional training for financial planners and other advisors do not receive any information about how to address repayment planning.
Patti's web site is: Lake Life Wealth Advisory Group
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CSLP 9: Jantz Hoffman & Heather Jarvis discuss the chaos in the DOE and GAO
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CSLP 1: The Certified Student Loan Professional (CSLP) program for financial advisors
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