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 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 6: How a financial advisor accelerated the growth of her new practice
CSLP 5: David Hessel, Financial Advisor, Changing lives through holistic planning that includes student debt management
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
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