Presentation: Balancing Debt and Dreams

Student loan planning is a topic that can be overwhelming and confusing, especially in the current political environment. Juggling student debt while pursuing careers, raising families and managing other financial priorities can be a challenge, but a well-structured student loan strategy can make a world of difference in your financial health. CERTIFIED FINANCIAL PLANNER® Rosario Chacón will discuss how to navigate the complexities of managing student loan debt while building a secure financial future. She will cover essential topics like:

• Understanding the different types of student loans and repayment options
• Identifying opportunities for loan forgiveness, if available
• How student loan planning interconnects with your tax planning
• Refinancing strategies to lower your interest rates
• What changes you may need to make if you are currently on a repayment plan

About the presenter: Chacón is the founder of Wealth-Source Financial Planning, an independent fee-only practice to empower individuals and families to achieve truly meaningful financial success. Her journey in the community, banking, and business management gave her a deep understanding of people's economic challenges—especially when they’re not adequately prepared for future financial demands. Over the years, she has come to believe that true financial success is not just about accumulating wealth but about aligning your money with your personal, meaningful goals. She is a CERTIFIED FINANCIAL PLANNER®, an Enrolled Agent, Certified Student Loan Professional (CSLP®) and Financial Behavior Specialist (FBS®), as well as a proud member of the National Association of Personal Financial Advisors (NAPFA) and the National Association of Enrolled Agents (NAEA). She has a B.A. in Business Economics and an MBA.