Episodes

Wednesday Oct 20, 2021
Student Loan Advising with Jantz Hoffman and Heather Jarvis from CSLA Institute
Wednesday Oct 20, 2021
Wednesday Oct 20, 2021
Learn about the latest changes to the PSLF program. Find out how to receive additional credit for prior payments that may not have been applied.
What student loan borrowers need to do to prepare for 2022 and a potential loan servicer change.
Heather Jarvis and Jantz Hoffman bring you all of the latest about student loan programs.

Monday Jul 20, 2020
The Cares ACT - Is it working for student loan borrowers?
Monday Jul 20, 2020
Monday Jul 20, 2020
Jantz Hoffman and Heather Jarvis discuss the latest on how well (or not so well) the CARES Act is working to help student loan borrowers.
Jantz and Heather are experts in student loan advising. They are the core subject matter experts and educators in the CSLP program for financial professionals. The CSLP program helps financial planners and tax advisors make accurate and relevant choices about how to manage their student loans.

Wednesday Jul 01, 2020
Chris Robinson with Jantz Hoffman and Heather Jarvis
Wednesday Jul 01, 2020
Wednesday Jul 01, 2020
In this edition, Jantz and Heather are joined by Chris Robinson to discuss his practice and work with clients and theiiir student loans. Chris provides some powerful insights on how he communicates with clients to help them create financial plans that include student loans.

Monday Apr 06, 2020
The CARES Act. What borrowers and financial professionals need to know.
Monday Apr 06, 2020
Monday Apr 06, 2020
Jantz Hoffman and Heather Jarvis have discuss the details and implications of the recent legislation "CARES Act" which aims to provide relief to student loan borrowers in light of the Covid-19 pandemic.

Sunday Sep 15, 2019
Sunday Sep 15, 2019
Today Ryan Frailich, CFP, CSLP joins Jantz and Heather to discuss a variety of topics in the realm of student loan debt. Ryan is founder and president of Deliberate Finances based in New Orleans. Topics include how the lack of financial advisor knowledge can be a dangerous path for both the client and financial professional. The complexity of new income based repayment programs and why the decisions should not be made in a vaccum without full consideration of the clients' goals and present situation.

Sunday Sep 01, 2019
CSLP 9: Jantz Hoffman & Heather Jarvis discuss the chaos in the DOE and GAO
Sunday Sep 01, 2019
Sunday Sep 01, 2019
In this free-form chat, Jantz and Heather talk about the problems facing student loan borrowers. This light hearted but passionate chat illustrates the disarray within government departments and how this adds to the difficulties consumers have when managing their loans.

Saturday Aug 24, 2019
Saturday Aug 24, 2019
Carli Coyne is a financial advisor with Centerview Wealth Advisory Group based in Pittsburgh, PA. Carli shares about her experience getting certified with the CSLP program and how it has positively impacted her practice.
She notes the differences this information affords her and why more advisors are needed who can provide the best possible financial planning services.

Saturday Aug 10, 2019
Saturday Aug 10, 2019
Patti Hughes is President of Lake Life Wealth Advisory Group in Chicago, Illinois. Patti is a CPA, CFP and Certified Student Loan Professional. She discusses some of the key aspects of advising clients with student debt. Patti speaks to the need for the CSLP program and how advisors have a fiduciary responsibility to know and share this information to clients holding student debt. She notes how traditional training for financial planners and other advisors do not receive any information about how to address repayment planning.
Patti's web site is: Lake Life Wealth Advisory Group

Wednesday Jul 10, 2019
CSLP 6: How a financial advisor accelerated the growth of her new practice
Wednesday Jul 10, 2019
Wednesday Jul 10, 2019
In this episode, Meagan Landress, a CSLP based in Georgia, discusses how after taken the CSLP program and becoming certified, she rapidly grew her practice. She outlines how building new, early career professionals set the foundation for a group of long-term client relationships. Meagan also shares about her experience with the CSLP course and the taking the exam and how it helped her accelerate the growth of her financial advisory practice.

Friday Jun 21, 2019
Friday Jun 21, 2019
David Hessel discusses the landscape of financial advising and how student debt is altering the work of the profession.
David Hessel is an Independent Financial Advisor affiliated with Global View Capital Advisors. He graduated from Marquette University, in Milwaukee Wisconsin with a B.S. Degree in Finance. He holds the following licenses and designations; Series 66 Investment License, Life & Health Insurance Licenses, CLTC® - Certification in Long-Term Care, and the CSLP® - Certified Student Loan Professional.