Description
Join NCACPA’s Financial Planning Networking Group, Michelle Davis, CPA/PFS, and Dr. Christine Cooper on Tuesday, May 27 from 12:00 – 1:00 pm ET via Zoom for a (non-CPE) event to provide participants with knowledge and tools needed to navigate the complex world of student loans. This event will:
- Help participants differentiate between the various student loan options available to them, including federal loans, private loans, and income driven repayment plans. Participants will gain a clearer understanding of the benefits and drawbacks of each option to help make informed financial decisions for themselves or in guiding clients.
- Summarize the Department of Education’s current policies related to student loans, including recent changes and updates.
- Delve into the Public Service Loan Forgiveness (PSLF) program, breaking down the specific eligibility requirements and steps for qualifying for loan forgiveness under this program, including the newly proposed eligibility changes.
With all of the recent student loan related changes and upheavals, this event will give you the current status update you need.
The Zoom access link will be provided in the confirmation email. *This is a non-CPE event
To register: Please sign up online or contact Experience Support at [email protected] or 800-469-1352 using event code SN000225.
Questions? Please contact NCACPA Engagement Coordinator, Mackenzie Williams, at [email protected] or 919-469-1040.
Event Speakers:
Michelle Davis, CPA/PFS
Dr. Christine Cooper
Details
About the Speakers:Michelle Davis, CPA/PFS
After reinventing herself and pursuing career #3, Michelle Davis, CPA/PFS is following her passion to empower people with their money by providing financial and tax planning services at Trillium Square Advisors LLC, a North Carolina based RIA. Michelle’s previous careers were in hospitality and traditional accounting, including nearly 10 years serving North Carolinians as a Revenue Field Auditor with the NC Department of Revenue. Michelle holds the AICPA’s Personal Financial Specialist (PFS) certification and continues to pursue the Certified Financial Planner (CFP®) certification, having passed the CFP® Exam.
She is an active volunteer and speaker with her local Chamber of Commerce, the NC Council on Economic Education (NCCEE), and the NCACPA Financial Planning Networking Group. Additionally, she has served on multiple boards including the Financial Planning Association’s (FPA) Triangle Chapter and the NCACPA’s Young CPA Cabinet (now the Young Professionals Cabinet).
Dr. Christine Cooper
Christine Cooper, PharmD is a Director of Scientific Projects and Special Projects at the United States’ largest pharmacy association. She has over 15 years of healthcare leadership and patient care experience, and currently works on developing continuing education for healthcare professionals with the goal of improving patient care around the world. Dr. Cooper holds Doctor of Pharmacy, Bachelor of Science in biology, and Bachelor of Arts in chemistry degrees from the University of New Mexico. Outside of her work in healthcare, Dr. Cooper enjoys helping people working for non-profit organizations successfully navigate the complex public service loan forgiveness program and traveling.
Credit Types
Event Code:SN000225
Other fields:
Registration Fees
| Registration | Type | Price |
|---|---|---|
| NCACPA Member Registration (SN000225) | Members | $0.00 |
| NCACPA Member Registration (SN000225) | Non Members | $5.00 |
| Non-Member Registration (SN000225) | Members | $0.00 |
| Non-Member Registration (SN000225) | Non Members | $5.00 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.