Navigating The Changing College Funding Landscape For Advisors and their Clients
Includes a Live Web Event on 05/20/2025 at 12:00 PM (MDT)
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Tuition inflation, Department of Education changes, student loan repayment changes, and new financial aid rules! Oh my! Navigating the world of higher education continues to be a challenge for clients as they attempt to help their students reach their academic and professional goals while minimizing the associated costs. Joe Messinger shares key updates to the college funding landscape for 2025, touching on the issues families commonly face when planning for education expenses. changes to financial aid calculations, financial application filing for divorced parents, and the use and limitations of 529 plans.
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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.
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