With the cost of higher education on the rise, CPAs working with individual clients have the opportunity and responsibility to help clients understand how education costs factor into their big picture financial plan. This webinar will serve as the foundation piece in which CPA financial planners can learn the basics of college planning and how they can begin to incorporate these services into their practices. The course will discuss how to approach college savings vehicles, the financial aid system, student loans, and different strategies associated with the planning areas involved at a minimum.
The fundamentals of college planning and student loan advising along with how the financial aid system works.
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.
How to work with clients (and other advisors) no matter what stage in the education planning process they are in.
The American College of Financial Services | Riskin & Riskin, PC.
Ross A. Riskin is Assistant Professor of Taxation, CFP® Program Director, and the Larry R. Pike Chair for Insurance and Investments at The American College of Financial Services. In addition to teaching courses in taxation and financial planning, Professor Riskin’s research and professional expertise focus on tax planning with respect to college and student loan advising. He also serves as the Vice President of Riskin & Riskin, PC.
Professor Riskin is recognized as a leading expert in the areas of 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 (Winter 2018 Release). Professor Riskin has presented to over 10,000 individuals through webinars, conferences, and in the classroom, and has been quoted in media outlets such as Forbes, US News, WalletHub, Journal of Accountancy, and CPA Practice Advisor.
He received the 2017 CPA Practice Advisor “40 Under 40 Award,” the 2016 CTCPA Accounting Educator of Excellence Award, the 2015 AICPA Personal Financial Planning Standing Ovation Award, and the 2015 CTCPA New and Young Professionals to Watch Award. 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 is currently pursuing a Doctor of Business Administration in Finance Degree at Sacred Heart University.