Student Loans: Controlling the Cash Flow

Date: February 21, 2017

Time: 07:15PM - 08:30PM

You must be registered to participate!

It is no secret that the ever increasing student loan debt is the greatest threat to financial prosperity for orthodontists all across the country. In this presentation, we will discuss the facts, myths, and intricacies of student loans, both federal and private. In addition, we will review when and how to begin saving for retirement while carrying student loan debt. Finally, we will also discuss how to manage student loan repayment with practice purchases and personal living expenses.

After this lecture you will be able to:

1.) Identify when to focus on savings and went to prepay student loan debt.
2.) Identify when it is appropriate to refinance federal student loans through private refinancing.
3.) Discover ways to shift nondeductible student loan interest to become tax-deductible.

Andrew Tucker is an associate with John K. McGill & Co., Inc. He is a licensed attorney in the State of North Carolina and has been admitted for practice before the United States Tax Court. He is also a Certified Financial Planner™ (CFP®). At the McGill and Hill Group, he brings his rich experience of tax and business advising exclusively to the dental profession. Prior to joining the McGill & Hill Group, Mr. Tucker practiced law as a tax and wealth planning attorney, where he counseled high-net-worth individuals on sophisticated tax planning and wealth preservation strategies. Before practicing law, Andrew served as a financial planner for tech entrepreneurs in heart of Research Triangle Park in Raleigh-Durham, NC where he advised entrepreneurs on tax strategies for rapid-growth companies.

Length of session:
Each session consisting of lecture and audience questions will last 75 minutes.

Cost:
No charge, but advance registration is required.

Continuing Education:
Each participant who completes the Webinar will earn 1.0 CE credit.

American Association of Orthodontists is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual lectures or instructors, nor does it imply acceptance of credit hours by boards of dentistry.

Concerns or complaints about a CE provider may be directed to the provider or to the Commission for Continuing Education Provider Recognition at ADA.org/CERP.

Speaker(s):