Course curriculum

    1. Change Log - Additional Update Notifications

    2. SAVE Program Legal Challenges - Update July 2024

    3. This information goes into effect sometime after July 2024

    1. Case Study 1 - Jeff - Text File of Loan Data

    2. Case Study 1 - Jeff - Excel Data File with Macros

    3. Case Intro and overview

    4. Case 1 - Jeff Client Data

    5. Case 1 - Jeff - Loan Data

    6. Test Your Knowledge

    7. Test Answers and Explanation - Case 1

    8. Payment Application

    9. Loan #2 Interest Subsidy

    10. SAVE Max repayment length

    11. Bonus question and Answer

    12. Case Study - Jeff - Recap and Review

    1. Case Study Loan Data - SAL

    2. Case study 2 - Introduction and Details (Updated 7/3/24)

    3. Quick Test

    4. Answers to quick test

    5. Standard Payment Calculation for Sal

    6. Payment Calculations for Joint and Separate filing

    7. PSLF Payment + Bonus Question

    8. Tax Information

    9. Tax Cost vs. IDR Savings

    10. Case Study Recap

    1. Case 3 - Greg - The SAVE Program - Client Intro and Data

    2. Test Yourself - IBR and Save - Now

    3. IBR Vs. SAVE Case Calculations - NOW

    4. IBR V. SAVE - Case Payment Calculations - NEXT YEAR

    5. SAVE - Interest Subsidy - NOW

    6. SAVE - Interest Subsidy - Married Filing Jointly

    7. Bonus Question - Which is Better - Save or IBR

    8. About Long Term Comparisons

    9. SAVE vs. IBR - Interest Subsidy Valuation - Tech Video

    1. Loan Data for Maya

    2. Case Study - Maya | Client Data and Introduction

    3. Quick Quiz

    4. Available IDR Plans

    5. Payment Calculations | AGI | ADI

    6. Current Payment Plan for MAYA

    7. Bonus Question 1 - Calculate her payment and plan

    8. Bonus Answer 1

    9. Bonus Question 2

    10. CSLA Long Term Analysis

    1. Case Study Loan Data

    2. Case Study 5 - Jessica | Client Loan Data | Background

    3. SAVE Payment Percentage (Rev 1128)

    4. SAVE PAYMENT | Loan Weighting (Rev 1128)

    5. PSLF Count Consolidation

    6. Calculations | PSLF Payment Credit | Interest Rate Calculation | Consolidation Interest Rate (Rev 1128)

    7. PSLF - No Consolidation Results (Rev 1128)

    8. PSLF Cost - Consolidation (Rev 1128)

    9. Quiz and Summary | Teacher Loan Forgiveness vs PSLF (rev 1128)

    10. Teacher Loan Forgiveness & PSLF | PSLF Only | Teacher Loan Forgiveness VS PSLF (New 1128)

About this course

  • $495.00
  • 95 lessons
  • 6 hours of video content

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