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

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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 groundbreaking 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). 

Discover how to find schools that will the most generous with merit scholarships. Learn how to find schools that will be the most generous with financial aid regardless of income. 

Attendees will learn how to help families pay for higher education, learn financial aid policies and strategies for reducing the cost of education through thoughtful planning techniques.


- Project a family’s financial aid and out of pocket cost at individual institutions
• Create a college funding plan and ensure students graduate with manageable debt without robbing retirement
• Understand the key differences in the federal and institutional formulas used to determine a family’s expected family contribution (EFC) need based financial aid eligibility
• Income and asset strategies to maximize financial aid offers
• How to analyze, compare, and appeal financial aid award letters
• Balancing college and retirement goals as part of a comprehensive financial 

Joe Messinger, CFP®, ChFC, CLU

Partner & Director of College Planning

Capstone Wealth Partners, LTD

Joe Messinger, CFP®, ChFC®, CLU®, CFFC  is on a mission to end the student loan crisis one family at a time.  A proud graduate of Penn State University, Joe is Partner and Director of College Planning at Capstone Wealth Partners.  A fee only RIA based in Columbus, OH that specializes in financial planning for college bound families.  Joe created the innovative College Pre-Approval™ system to seamlessly guide families through the college funding maze and ensure that every student graduate with manageable student loan debt without robbing retirement.  

 In addition, Joe is co-founder and Director of Advisor solutions at College Aid Pro®, a groundbreaking financial aid planning software for advisors that is changing the way America shops for college and streamlining the college funding process.  

He is known as an industry thought leader in the area of college financial planning and practice management.  He regularly speaks at industry conferences for the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), and the XY Planning Network (XYPN). His work has been featured in The Journal for Financial Planning, Financial Advisor Magazine, US News, and Bloomberg to name a few.

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College Financial Aid - What You Don’t Know Could Be Hurting Your Client’s Financial Future
01/26/2022 at 12:00 PM (MST)   |  60 minutes
01/26/2022 at 12:00 PM (MST)   |  60 minutes
Course Evaluation
7 Questions
Certificate of Completion
Live Viewing: 1.0 CFP CE credit and certificate available
Live Viewing: 1.0 CFP CE credit and certificate available