Education Planning for the Next Decade: Practical Strategies for Success
Due to the rising costs of higher education, the shift to e-learning and the impact of COVID-19, clients are relying more than ever on advisors to help them navigate the financial complexities associated with the college funding and financial aid planning processes. In this presentation, Riskin will share creative education planning strategies you can use with business owners, high-income/high-net-worth individuals, divorced/divorcing couples, blended/non-traditional families and grandparents as they experience the higher ed revolution firsthand. In addition, Riskin will also cover relevant changes from recently passed and proposed legislation and identify trends so you can stay ahead of the curve when planning for the next decade.
Ross Riskin serves as the associate vice president of academic strategy, an associate professor of taxation and the director of the ChFC designation program at The American College of Financial Services. In addition to building engaging online education experiences and teaching courses in taxation and financial planning, Riskin’s research and professional expertise focus on tax planning with respect to college and student loan advising. He is also the managing member of Riskin Wealth Management, LLC, founder and chief creative officer at visiWealth and sits on the Advisory Board for the American Institute of Certified College Financial Consultants.
Riskin is recognized as a thought leader and expert in the areas of tax planning, college planning and student loan advising, and he is the author of The Adviser’s Guide to Education Planning: 1st and 2nd Editions. Riskin has presented to more than 12,000 individuals through webinars, conferences and in the classroom. He has been quoted in media outlets such as The Wall Street Journal, CNBC, Yahoo Finance, US News, The New York Times and Investment News, and has also been published in journals such as the Journal of Wealth Management, Journal of Financial Planning, Journal of Accountancy, Tax Notes and the Journal of Multistate Taxation and Incentives.
In addition to being a CPA/PFS and Certified College Financial Consultant (CCFC), Riskin received a Bachelor of Science in accounting from Fairfield University, a Master of Science in Taxation from Bentley University and a Doctorate of Business Administration in finance from Sacred Heart University.