College Planning Made Easy Impact Session
Includes a Live Event on 05/25/2022 at 12:00 PM (MDT)
Highlight college funding plans and discuss strategies to ensure students graduate with manageable debt
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
Discuss how to analyze, compare, and appeal financial aid award letters
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.