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...


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...

A Blueprint for a Wildly Successful 2021


Join us for this FREE informational webinar! Our team of experts will be discussing how the modern financial advisor can incorporate college planning into their business, and how to have a more productive and efficient business in 2021!

CAP Masterclass Program


Join the College Aid Pro™ Masterclass and make this your breakthrough year! This January, we are kicking off a 6-week College Aid Pro™ Masterclass with CAP co-founders and college funding experts Joe Messinger, CFP®, CHFC, CLU and Matt Carpenter for CAP members. This program is for advisors who are ready to dig in and learn Read more...

JFP Presents: January 2021 Drinks & Discussion

Virtual Event

Join the Journal for a monthly happy hour discussion group to chat about the latest issue. Register, grab your drink and get ready for some peer-to-peer learning.

JFP Presents: January 2021 Roundtable Discussion

Virtual Event

Did you read this month's Journal of Financial Planning and have more college funding questions? Did you know that the Consolidated Appropriations Act (the new COVID-19 relief package) had some serious implications for college planning? Join some of our Journal contributors, David Bowman, CFP®, Cozette (Cozy) Wittman, and Joe Messinger, CFP®, ChFC®, CLU®, this Wednesday Read more...

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.