529 Plans and Family Dynamics


This course is an in-depth look into families and how they function as they go through the various intricacies of opening and managing a 529 account. Topics to be discussed include a brief overview of 529 plan basics & eligibility, then will dive deeper into ownership considerations & beneficiary considerations, and more.

Enterprise Solutions & Data Analytics


Join us to learn how advisors are blowing their clients away with CAP:

Private Scholarship Search (Over $10 billion right at your fingertips)
Merit Scholarship Advanced Search (Every scholarship for every college in the country)
Lead Capture
Advanced Practice Analytics and Reporting
CAP for Enterprise and Teams

FPA – NorCal Conference

Virtual Event

Navigating The College Funding Maze And Helping Affluent Families Cut The Cost Of Higher Education Presented by Joseph Messinger, CFP®, ChFC®, CLU® The four-year sticker price of college now exceeds $300,000 at some of our most prestigious institutions. So it should come as no surprise that 73% of parents polled say that their number one Read more...

CAP Summer Camp

It’s 2021 — the world’s returning to normal — and we’re bringing back summer camp (without the bunk beds and mystery food). At College Aid Pro™, we spend the summer months dreaming up new ways we can support advisors and we want to tell you all about it. But we’re not talking about boring lectures. Read more...