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 Messinger, CFP®, ChFC, CLU, CCFC is on a mission to end the student loan crisis one family at a time. He created the innovative College Pre-Approval™ system and has trained thousands of advisors across the country on how to seamlessly guide families through the college-funding maze with confidence and ease. Messinger is a Co-Founder of College Aid Pro™, the award-winning FinTech solution that takes the hassle out of late-stage college planning. A proud graduate of Penn State University, he is also Partner and Director of College Planning at Capstone Wealth Partners, a fee-only RIA.