Request Event
Please fill out the Event Request Form and email to [email protected]
Debt and Education Planning
RPP
Debt and Education Planning
Speaker(s): Local wealth advisor or RPP Business Development Officers
Est. Presentation Time: One Hour
As advisors, it’s imperative to help clients through the rollercoaster of education and debt planning, especially when their child(ren) is in their senior year. This event will cover topics related to student loans, credit cards, auto and mortgage debts, methods for debt management, guidance for college savings and more.
Please fill out the Event Request Form and email to [email protected].
Approved Materials
We have several resources available for order that can help streamline the process.
Please let us know if you would like additional materials not listed below.
Presentation
Est. Time: 1 Hour
Currently, there is no presentation developed for this topic.
Client Feedback Cards
View Feedback Cards
(Schwab Only)
