The Future of Financial Aid - What Every Financial Planner Needs to Know
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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®, 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.
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