Webinar: Attracting The Next Generation of Financial Planning Clients Using Student Loan Planning

Education Meeting

February 18, 2021

9:00 am - 10:00 am

Location: Zoom

About the Program: For most Gen X and Gen Y clients, the biggest financial concern in their lives is how they should manage their student loan debt.  With 44.7 million Americans currently holding over $1.56 trillion in student loan debt, the need for expert guidance is large and growing quickly.  Student loan planning is a great way to position your firm to attract the next generation of clients, create new opportunities with your current clientele, as well as build the generational relationships that ensure the longevity of your firm.

About the Speaker: Ryan S. Galiotto, MBA, CFP® is a Certified Financial Planner™ with Fields Financial Services based in Hopwood, PA that specializes in helping clients build strategies to manage their student loan debt.  In 2020, he created The Student Loan Practice, an online course aimed at teaching financial advisors how to help their clients with student loan debt.  Ryan holds a Bachelor’s Degree in Finance from Liberty University and a Master’s of Business Administration from Waynesburg University.  He and his wife Bethany reside in Jefferson Hills, PA just outside of Pittsburgh.

Continuing Education – FPA NEO will request credit for this program, which will offer one hour of CE from the CFP® Board of Standards for CFP® designation holders. A general certificate of completion and one for CPA designees who feel the program satisfies their continuing education requirements will also be available. You must be attentive on the webinar for at least 50 minutes of programming to receive credit.

Reservation Policy – This webinar program is complimentary and all attendees are encouraged to register in advance to ensure there is time to receive appropriate webinar login credentials.



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