Latest Past Events

Introducing CAP 3.0


We’re ending 2020 with a bang! Join us on November 18th to learn more about College Aid Pro™ 3.0. Our team has been hard at work throughout this year creating exciting new updates for our users. The more our team works with financial planners, the more we realize that we need to be more than Read more...

Exploring the College Planning Niche

Learn The Benefits of Building a Niche College Planning Practice with Joe Messinger and Ross Riskin Joe Messinger, CFP®, ChFC®, CLU®, and Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax, are teaming up in this free educational webinar! Joe and Ross are two of the most knowledgeable and practiced college planners in the financial planning profession Read more...


XYPN Post-Conference Event: College Funding and Student Loan Workshop

Virtual Event

Thursday, October 15, 2020 – due to XYPN Live conference adjustments for COVID-19, this event will be hosted in a virtual format. 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. Read more...