We’ve made some exciting new enhancements to the Finology Software platform in recent weeks, just in time for the July 1 effective date of the SAVE Plan, which will significantly reduce student loan bills for millions of Americans.
Join the Finology Software team for a 45-minute webinar June 27 at 11 a.m. PT. We will share an overview of the SAVE Plan and showcase several new features aimed at making it easier than ever for financial advisors to help clients take full advantage of new federal student loan debt repayment options with a complete and compliant process.
Mark your calendars, and use this link to log in June 27 at 10 a.m. PT.
Agenda:
- Finology Software overview of recent Liability Planner enhancements to Federal Loan Simulator and IDR Comparison
- Resources update: Assumptions, FAQ and Glossary
- Demo
- Discussion with Ryan Galiotto, CFP ®, CSLP®, Etch Financial, and Steve Witter, CFP ®, CSLP®, Student Loan Steve
- A look ahead at the roadmap and upcoming integrations
- Q&A
