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, 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.