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Free cpe webinars
Planning for College and Higher Education Expenses

PLANNING FOR COLLEGE AND HIGHER EDUCATION EXPENSES

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 21, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

With the cost of higher education on the rise, advisors working with individual clients have the opportunity and responsibility to help clients understand how education costs factor into their big picture financial plan. This presentation will serve as the foundation piece in which financial planners can learn the basics of college planning and how they can begin to incorporate these services into their practices. The session will discuss how to approach college savings vehicles, the financial aid system, and different strategies associated with the planning areas involved at a minimum.

Learning Objectives:


  • Define the fundamentals of college planning and how the financial aid system works.

  • Determine how to advise students and families on navigating the college planning process through academic planning, tax planning, financial aid planning, and cash flow planning strategies.

  • Identify how to work with clients (and other advisors) no matter what stage in the education planning process they are in.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Ross Riskin is an Associate Professor of Taxation and the Director of the CFP and ChFC Education Programs at The American College of Financial Services. In addition to building engaging online education experiences and teaching courses in taxation and financial planning, Dr. Riskin’s research and professional expertise focus on tax planning with respect to college and student loan advising. He is also a Partner at Riskin & Riskin, PC, and is the Founder of the American Institute of Certified College Financial Consultants (AICCFC).

Professor Riskin is recognized as a thought leader and expert in the areas of tax planning, college planning, and student loan advising, and he is the author of The Adviser’s Guide to Education Planning: 1st Edition, which is published by the AICPA. Professor Riskin has presented to over 12,000 individuals through webinars, conferences, and in the classroom. He has been quoted in media outlets such as The Wall Street Journal, CNBC, Yahoo Finance, US News, The New York Times, and Investment News, and has also been published in prestigious journals such as the Journal of Wealth Management, Journal of Financial Planning, Journal of Accountancy, Tax Notes, and the Journal of Multistate Taxation and Incentives.

In addition to being a CPA/PFS and Certified College Financial Consultant (CCFC), Professor Riskin received a Bachelor of Science in Accounting degree from Fairfield University, a Master of Science in Taxation degree from Bentley University, and a Doctorate of Business Administration in Finance degree from Sacred Heart University.

About Our Presenter

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Ross Riskin is an Associate Professor of Taxation and the Director of the CFP and ChFC Education Programs at The American College of Financial Services. In addition to building engaging online education experiences and teaching courses in taxation and financial planning, Dr. Riskin’s research and professional expertise focus on tax planning with respect to college and student loan advising. He is also a Partner at Riskin & Riskin, PC, and is the Founder of the American Institute of Certified College Financial Consultants (AICCFC).

Professor Riskin is recognized as a thought leader and expert in the areas of tax planning, college planning, and student loan advising, and he is the author of The Adviser’s Guide to Education Planning: 1st Edition, which is published by the AICPA. Professor Riskin has presented to over 12,000 individuals through webinars, conferences, and in the classroom. He has been quoted in media outlets such as The Wall Street Journal, CNBC, Yahoo Finance, US News, The New York Times, and Investment News, and has also been published in prestigious journals such as the Journal of Wealth Management, Journal of Financial Planning, Journal of Accountancy, Tax Notes, and the Journal of Multistate Taxation and Incentives.

In addition to being a CPA/PFS and Certified College Financial Consultant (CCFC), Professor Riskin received a Bachelor of Science in Accounting degree from Fairfield University, a Master of Science in Taxation degree from Bentley University, and a Doctorate of Business Administration in Finance degree from Sacred Heart University.