College Planning Made Easy Impact Session

4.25 (4 votes)

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The four-year sticker price of college now exceeds $300,000 at some of our most prestigious institutions. As a result, we now have over 44 million student loan borrowers in America and our outstanding education debt now exceeds $1.7 trillion. With these concerns in mind, college bound families are actively seeking out advisors to help them with funding the costs of higher education while staying on track for retirement. However, training on financial aid and late-stage college planning has long been overlooked by most advisor education programs.

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.