Resource Center: Professional Development


FPA Connect: Changing the Approach to College Funding Advice

March 15, 2018 @ 12 - 1:00 PM EST

1 CEU for AFCPE® Professionals
Open to AFCPE & FPA Members

Changing the Approach to College Funding Advice
College costs continue to soar out of control and our national student loan debt tops $1.4 Trillion dollars as of March 2017. The number one financial concern for affluent Gen X parents is how to pay for college, yet most advisors have never been taught how to do it the right way. Until now: this webinar will introduce participants and help you to learn the innovative College Pre-Approval™ process and together we can end the student loan crisis one family at a time. 

Speaker Bio

Joe Messinger, CFP®, ChFC, CLU

Joe Messinger is Partner and Director of College Planning at Capstone Wealth Partners.  Afee-only RIA founded in 2009 and based in Columbus, OH.  He is proud alumni of Penn State University.  He created Capstone's innovative College Pre-Approval™process to guide families through the college funding maze.  Now, through Capstone College Partners, Joe is raising the bar in college funding advice across the industry helping more financial advisors better serve their communities in his tireless effort to end the student loan crisis one family at a time.  

He is known as a thought leader in the area of college financial planning and speaks on a variety of technical topics relating to college. He also speaks on practice management and the value of building a niche practice.  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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