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U-Vest® July Newsletter

July 18, 2023

Student Loan Updates

It may be summer, but that doesn’t mean you shouldn’t keep up with important student loan-related news! Here’s what you need to know. The federal student loan forbearance will end on September 1, 2023, per the recent SCOTUS-approved debt ceiling legislation (repayment and interest rates will turn back on). Additionally, the SCOTUS officially struck down President Biden's plan to forgive some or all student loan debt for millions of Americans. The financial advisors at U-Vest® Financial are here for anyone seeking help with student loan repayment options, forgiveness opportunities, or refinancing plans—contact us!

U-Vest® CEO Michael Davino, CFP® x LPL Focus 2023

We’re excited to announce that our own Michael Davino has been chosen to speak at LPL Financial’s Focus 2023 conference, among other presenters from across the US. Focus 2023 is one of the independent financial advice industry’s premier events and the largest annual conference hosted by LPL and will take place from August 4–7. Join us in supporting Mike as he heads to San Diego, California, in August to represent U-Vest® Financial!

Kudos to U-Vest® President Dustin Johnson, CFP®, ChFC®

Dustin Johnson is on his way to becoming an Enrolled Agent (EA), and we couldn’t be more proud. An EA must earn the privilege of representing taxpayers before the IRS by passing a three-part comprehensive IRS test covering individual and business tax returns; Dustin has officially passed Part 1 of 3 for the Enrolled Agent Exam! Agents with this elite status must follow ethical standards and complete 72 hours of continued education every three years. Enrolled Agent status is the highest credential the IRS awards!

Congrats to U-Vest’s Newly Engaged, Allie Sylvester!

Help us congratulate Allie Sylvester, our incredible Client Relationship Manager, who recently got engaged on the beach in New Smyrna, Florida, to Brooks Winchester! 

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