Latest Past Events

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...

Free

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...

Savvy College Planning: An All-in-One College Planning Tool

Webinar

Helping clients and prospects find the right college for their children at the right cost can be much easier and less time consuming when you use the right tools. At Savvy College Planning, we're thrilled to have found a tool that advisors can use to have clients self-onboard themselves, and that enables them to guide Read more...