How to Plan Your Wealth with Student Loans

PRE-RECORDED AT FINCON’ 23, NEW ORLEANS, LA. THIS VIDEO DOES NOT CONFER OR CONTAIN LEGAL OR FINANCIAL ADVICE.

THIS CONTENT IS INTENDED FOR EDUCATIONAL AND ENTERTAINMENT PURPOSES ONLY.

In this exciting video, Lorraine discusses the impact of student loans on wealth building and planning for entrepreneurs and licensed professionals with certified wealth planner and student loan planner, Chad Chubb, founder of Wealth Keel LLC. She also discusses innovative legislation, such as the Student Loan Interest Elimination Act (“SLIEA”), proposed to Congress by Rep. Joe Courtney (D-CT) and co-sponsored by Sen. Peter Welch (D-VT).

SLIEA, if passed, would legally allow current borrowers to refinance their student loans to ZERO (0%) percent and to CAP student loan interest rates for new and future borrowers at four (4%) percent. For more information on SLIEA, please visit: https://courtney.house.gov/0-student-…

ABOUT CHAD:

Chad Chubb is a Certified Financial Planner (CFP®) and Certified Student Loan Professional (CSLP®). He founded WealthKeel LLC in 2015 to simplify and organize the financial lives of physicians across the United States by custom-crafting financial plans centered around their goals and values. He has been quoted by Medical Economics, American Medical Association, and CNBC for his work with physicians. He has been a speaker at The White Coat Investor’s Physician Wellness & Financial Literacy Conference in 2021, 2022, and 2023, and he has been on Dr. Dahle’s recommended advisor list since 2016. He was named to the InvestmentNews 2020 class of 40 Under 40, Financial Advisor Magazine’s Top 10 Young Advisors to Watch in the country for 2021, and Investopedia’s Top 100 Independent Advisors in the country for 2021 & 2022. https://wealthkeel.com/

WealthKeel LLC
615 Channelside Drive, Suite 207
Tampa, FL 33602 267.590.9533

Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor.

THIS IS NOT LEGAL ADVICE. FOR INFORMATIONAL PURPOSES ONLY.