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6 Critical Steps to Paying for College Presented by Calamos Investments

October 19, 2021 @ 4:00 pm - 5:00 pm

Earn 1-hour CFP® CE credit while taking in a Zoom presentation covering 6 Critical Steps to Paying for College

In this 60-minute session, college planning guru Joe Messinger, CFP®, ChFC®, CLU®, CCFC will provide you with an insider’s look at his 6 Step College Pre-Approval™ process. His proprietary process for helping families plan for and cut the cost of college. You will learn how to guide families through the financial aid process and get the most free money for college. A battle-tested approach to ensure students graduate with manageable student loan debt without robbing retirement.


Learning Objectives:

How to prepare for the cost of college. Applying for admissions and scholarships. Applying for financial aid and how the financial aid process and calculations work. Understanding how to get additional funds from schools and student positioning. Choosing the right school and accepting your award. Evaluating options to cover the shortfall.


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