Join us for this high-impact #XYPNLIVE Pre Conference
November 8, 2021: 9:00am-5:00pm
With Joe Messinger, CFP® and Heather Jarvis, J.D..
If you’re serving Gen X or Gen Y clients, college planning is key. The sticker price for a college education is now between $100,000-$320,000 per student – if you graduate in four years.
So, what are we as financial planners doing to help our clients? Gen X and Gen Y families need help reducing the cost of college and navigating loan repayment, both for their kids and for themselves. Most advisors aren’t prepared to answer their questions and serve them effectively. Are you?
Your ideal clients need you to be informed about financial aid and student loans. They’re looking for answers. We have them. Join the profession’s leading experts on college funding and student loans to learn how you can attract and serve ideal clients by addressing their biggest financial concerns!
What You’ll Get:
A Proven System for Better College Planning
Key Ways to Differentiate Your Financial Planning Practice
Real Answers to Your Clients' Biggest Questions
Student Loan Repayment and Forgiveness Strategies
Checklists, Tools, Calculators, Templates and Procedures
(Pending) CE Credit
This full-day workshop aims to give you the knowledge and tools you need to help clients navigate the college funding investment. Via a full day of in-person training and discussion, Joe and Heather will give you the technical college-planning and loan-repayment skills, as well as practice-management resources and hacks you need, to serve Gen X and Y.
Are you ready to join us this fall?
About Joe Messinger, CFP®, ChFC®, CLU®
Joe Messinger, CFP®, ChFC®, CLU®, is partner and director of college planning at Capstone Wealth Partners, founder of Capstone College Partners, and co-founder of College Aid Pro ™.
Joe is passionate about Captone’s College Pre-Approval™ process. Through his speaking and educational workshops, he guides fellow advisors through a process that allows families to reach better financial outcomes, and eliminate the stress & anxiety they have around paying for college.
This process addresses an acute need of Gen-X families trying to make a $100,000 to $250,000 investment in college for each student. Financial advisors are blown away when they understand the message, and learn how the College Pre-Approval™ system can work for their practice!
As a financial advisor himself, Joe is dedicated to spreading the message of College Pre-Approval™ through speaking engagements, webinars, and presentations.
About Heather Jarvis
Heather graduated from Duke University School of Law cum laude owing $125,000 in student loans and facing 30-years’ worth of $1,200 monthly payments. No one ever told Heather that she couldn’t afford to go to Duke, even though, um, she couldn’t. Her mother was a modestly paid executive assistant and her father a mostly unemployed Shakespearean actor.
Heather didn’t realize she couldn’t afford an expensive education until after she got one.
Duke Law’s generous loan repayment assistance program made it possible for Heather to eschew the money without defaulting on her student loans (Go Devils!). She will always be grateful that Duke enabled her to continue ignoring her own financial security in pursuit of her irresistible urge to stand up for people in trouble.
Widely recognized by school professionals and media representatives as an expert source of information, Heather has trained thousands of students and professionals and is sought after for her sophisticated legal knowledge and accessible teaching style.