Description
The Financial Planning Networking Group is pleased to welcome Tricia Kollath, CFP®, CPA, CSLP® on Tuesday, March 28 from 12:00-1:00 pm to walk us through upcoming changes to Student Loans and different strategies you can implement to maximize forgiveness.
The following topics will also be discussed during this event:
- Biden/Harris Student Debt Relief Program
- Income driven repayment
- Modified repayment plan, what doesn’t qualify and more!
The Zoom access link will be provided in the confirmation email. This event is planned and hosted by NCACPA’s Financial Planning Networking Group. *This is a non-CPE event
To register: Please sign up online or contact Experience Support at [email protected] or 800-469-1352 with event code SN000222.
Tricia Kollath, CFP®, CPA, CSLP® – Tricia is a partner with Inspired Financial Planners, LLC. In addition to her CFP® and CPA certifications, she is a Certified Student Loan Professional and a Ramsey Solutions Master Financial Coach, all of which help her guide young professionals in developing their future savings and wealth management strategies. Tricia always knew she wanted to be a financial planner and earned dual finance and accounting degrees at the University of South Alabama. When she is not chasing her 3 daughters, all under the age of 6, she and her CPA auditor husband enjoy hiking, running, and scuba diving. She has volunteered through her local community action committee helping others understand the student loan forgiveness programs.
Questions? Please contact NCACPA Engagement Coordinator, Crystal Dempsey, at [email protected] or 919-469-1040.
Details
The Financial Planning Networking Group is pleased to welcome Tricia Kollath, CFP®, CPA, CSLP® on Tuesday, March 28 from 12:00-1:00 pm to walk us through upcoming changes to Student Loans and different strategies you can implement to maximize forgiveness.
The following topics will also be discussed during this event:
- Biden/Harris Student Debt Relief Program
- Income driven repayment
- Modified repayment plan, what doesn't qualify and more!
To register: Please sign up online or contact Experience Support at [email protected] or 800-469-1352 with event code SN000222.
Tricia Kollath, CFP®, CPA, CSLP® - Tricia is a partner with Inspired Financial Planners, LLC. In addition to her CFP® and CPA certifications, she is a Certified Student Loan Professional and a Ramsey Solutions Master Financial Coach, all of which help her guide young professionals in developing their future savings and wealth management strategies. Tricia always knew she wanted to be a financial planner and earned dual finance and accounting degrees at the University of South Alabama. When she is not chasing her 3 daughters, all under the age of 6, she and her CPA auditor husband enjoy hiking, running, and scuba diving. She has volunteered through her local community action committee helping others understand the student loan forgiveness programs.
Questions? Please contact NCACPA Engagement Coordinator, Crystal Dempsey, at [email protected] or 919-469-1040.
Questions? Please contact NCACPA Engagement Coordinator, Crystal Dempsey, at [email protected] or 919-469-1040.
Credit Types
Event Code:SN000222
Event Vendor:NCACPA
Other fields:
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.