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Student loan planning and the impact of proposed legislation has come under the microscope in Washington, in the courts, and across your client conversations. Be equipped to answer your client’s complicated student loan planning questions and utilize client-facing resources designed for proactive outreach!

Learn and share through:

  • A detailed updates presentation with student loan expert Michael Foley, CFP®, CSLP®
  • A short video on key student loan knowledge for advisors
  • A dynamic fast facts video to share with clients
  • A client-facing presentation to discuss the latest changes

$79.99 to access this essential year-end knowledge

ENROLL NOW

Learn more on the income-driven payment program options, public service loan forgiveness and its impact.

 

Meet Our Expert

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Michael Foley, CFP®, CSLP®

Comprehensive Financial Advisor
North Star Resources Group

 

Michael who holds an undergraduate degree from Duke University and completed his CERTIFIED FINANCIAL PLANNER™ certification training at Northwestern, specializes in student loan consulting, and is a Certified Student Loan Professional, which requires a board exam yearly to make sure that he is on top of all the changes in the complex world of student loans.

Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. North Star Resource Group is independently owned and operated.

Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Michael Foley is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. North Star Resource Group is independently owned and operated. 6720 N. Scottsdale Rd, Suite 290 | Scottsdale, AZ 85253. 5356692/DOFU 12-2022