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The Certified Student Loan Professional Podcast. A program for Financial Advisors to help them make better choices in how they advise clients with student debt. You can learn more about the CSLP program at https://cslainstitute.org
Episodes
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
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