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


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...

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...

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...