The Future of Financial Aid - What Every Financial Planner Needs to Know
- Registration Closed
The FAFSA Simplification Act will make sweeping changes to an already confusing and complex financial aid process. With great change comes great opportunity. Join us to learn what challenges the new law of the land creates for families and more importantly the planning opportunities that advisors need to know to help their clients get the most financial aid and cut the cost of college
Join us to learn what challenges families face & planning opportunities advisors need to know.
- Learn how the FAFSA Simplification Act will impact college students and their families
- Project a family’s financial aid and out of pocket cost at individual institutions
- Understand the key differences in the federal and institutional formulas used to determine a family’s need based financial aid eligibility
- Income and asset strategies to maximize financial aid offers
- Project a family’s financial aid and out of pocket cost at individual institutions
- Understand the key differences in the federal and institutional formulas used to determine a family’s need based financial aid eligibility
- Income and asset strategies to maximize financial aid offers
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.
Key:
Complete
Next
Failed
Available
Locked