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College Financial Aid - What You Don’t Know Could Be Hurting Your Client’s Financial Future

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Participants will learn the scope of the student loan crisis and the impact it is having on younger Americans and the economy as a whole. Instead of just talking about the issue, advisors will gain insights on how to analyze financial aid policies at different institutions and help clients make more informed college buying decisions using the College Pre-Approval™ process.

  • Understand the stark differences in the Federal vs the Institutional Methodology used to determine a family’s expected family contribution (EFC)
  • Assess why the sticker price of college is irrelevant and how to project a family's out of pocket cost at individual institutions
  • Identify strategies to maximize financial aid offers
  • Determine merit-based financial aid versus need-based financial aid planning

Joe Messinger, CFP®, ChFC, CLU

Partner & Director of College Planning

Capstone Wealth Partners, LTD

Joe Messsinger is a leading authority on late-stage college funding and frequently speaks to organizations and parent groups, such as NAPFA, FPA, and XY Planning Network. He started his own financial planning firm, Capstone Wealth Partners, because of his struggles at large national firms to find and provide good financial advice, especially in the area of college planning. The large national firms seemed to focus on product sales to clients. After months of soul-searching, Messsinger and his partner decided to strike out on their own in 2009 by forming an independent fee-only practice. They chose the name "Capstone" to reflect the new firm's focus on college planning. The word "capstone" refers to a student's final course of subject mastery in a higher education setting. They included the word "Partners" in the name to signify their intent with client relationships, a real partnership built on trust and not a one-time sales transaction. Now, with Capstone College Partners, Messsinger is on a mission to educate other financial planners to raise the bar on college funding advice and help end the student loan crisis one family at a time.

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College Financial Aid - What You Don’t Know Could Be Hurting Your Client’s Financial Future
01/13/2021 at 12:00 PM (MST)   |  60 minutes
01/13/2021 at 12:00 PM (MST)   |  60 minutes
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available