6 Critical Steps to Paying for College Presented by Calamos Investments


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.

XYPN Live 2021

In Person

Join College Aid Pro™ at XYPN Live in Denver, Colorado on November 8th.

XYPN Pre-Conference 2021

In Person

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?  

College Planning Made Easy – Introducing CAP 3.0!


In less than 5 minutes you can show your clients every scholarship and financial aid dollar available to them at every school across the country. You don't have to be an expert. Join us on November 17th at 1:00 P.M. EST

A Look Ahead At 2022: How to Differentiate and Grow Your Practice


Joe and Ross will be exploring how late-stage college planning is becoming increasingly complex and hence why the demand for qualified advice has never been greater. The two will also discuss how college planning has evolved over the years, how financial planning firms can effectively market to and serve their audience with confidence and ease, and how they see the future of college advice evolving.

How to stand out from the crowd and make 2022 your best year ever!


Join college funding experts Joe Messinger, CFP®, and Lynn O'Shaughnessy to learn how advisors across the country are growing their practice by helping families make more informed college buying decisions. Lynn's Savvy College Planning course has helped thousands of advisors gain new levels of trust and credibility by helping parents save money and keep their sanity as they search for the right colleges for their kids.

Webinar: How To Negotiate With Colleges To Get More Money


We will share battle-tested strategies for how to get the most money from colleges AFTER you receive your initial offer. We will go over case studies and specific recommendations along with live Q & A. Matt Carpenter has helped tens of thousands of families successfully negotiate for more money. Fitz Totten has worked for some of the most prestigious colleges in the world and will share how this works from the college perspective.

NAPFA Member Roundtable: January 2022

Virtual Event

College Aid Pro™ is creating a movement of elite financial professionals to act as advocates for parents of college-bound students while providing these advisors with the tools and resources to lead their clients to better college outcomes in an efficient and scalable way.