Tron and Miranda 2

This second meeting with Tron (sometimes referred to as Kenny) and Miranda is one of our most in-depth conversations on student loan repayment planning! Not only do you get to see Hannah Moore, CFP®, discuss Tron and Miranda’s financial goals, but you also meet Nev Kraguljevic, CSLP, who is a member of Hannah’s team.

You’ll see how clients respond to student loan repayment options, as well as how to discuss tradeoffs regarding their future goals, like starting a family or buying a house. This is a great way to dive into an intricate client scenario and find ways to balance unknowns like changing student loan legislation with your clients’ next location (Tron and Miranda are traveling physical therapists). Not only will you get to see how teams deliver student loan repayment plans to clients, but you’ll see commentary that can improve your own delivery and how you support clients.

Course learning objectives:

• Understand complex student loan repayment strategies and how projections affect other client goals
• Evaluate how repayment options also impact family planning, health insurance, tax planning, and retirement contributions
• Apply psychological and communication strategies for translating technical insurance information into client-centered financial guidance
• Conduct a comprehensive Cost of Living Analysis for healthcare professionals with variable income
• Critically analyze health insurance documentation, identifying key financial implications beyond surface-level numbers

For experience hours seekers, please complete all of these pieces of this course to earn 50 CFP Board standard pathway hours or 25 AFC experience hours. 

For CE seekers, you can complete the quiz at the end of the meeting commentary to earn 2 CE hours.