Education planning how-to’s in a COVID world | PFP learning library podcast
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Education planning how-to’s in a COVID world | PFP learning library podcast

7 months ago · 18 min listen

The coronavirus pandemic brought major changes to higher education. Ranging from where to attend classes to exploring the upcoming financial aid filing season, there are a lot of important factors to consider. Hear from professor and education planning expert, Ross Riskin, CPA/PFS, in this podcast as he shares new strategies around:

  • Using 529 plan distributions for room and board when a child is living at home

  • What to know about the FAFSA process for the fall semester

  • CARES Act relief provisions and planning strategies for student loan repayments

  • Deeper education planning questions that go beyond finances

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This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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