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 today. Together, they have over 25 years of financial planning experience combined.
In this webinar, Joe and Ross will be exploring how the college planning niche looks in practice. The two will discuss how college planning has evolved over the years, how modern college planners can effectively market to and serve their audience, and in what ways they view college planning evolving in the future.
You won’t want to miss this exclusive webinar!
About Joe Messinger, CFP®, ChFC®, CLU®
Joe Messinger, CFP®, ChFC®, CLU®, is the co-founder and CEO of College Aid Pro ™ and partner and director of college planning at Capstone Wealth Partners.
Joe is passionate about the College Aid Pro™ mission: Changing the way America shops for college. His groundbreaking College Pre-Approval™ process has helped thousands of families navigate the college funding maze with confidence and ease.
Now, he is raising the bar in college funding advice across the industry by empowering advisors with the knowledge and tools they need to demystify financial aid and better serve college bound families. “Together, we can end the student loan crisis one family at a time.”
About Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax
Ross Riskin is an Associate Professor of Taxation and the Director of the CFP and ChFC Education Programs at The American College of Financial Services. In addition to building engaging online education experiences and teaching courses in taxation and financial planning, Dr. Riskin’s research and professional expertise focus on tax planning with respect to college and student loan advising. He is also a Partner at Riskin & Riskin, PC and is the Founder of the American Institute of Certified College Financial Consultants (AICCFC).
Ross is recognized as a thought leader and expert in the areas of tax planning, college planning, and student loan advising, and he is the author of The Adviser’s Guide to Education Planning: 1st Edition, which is published by the AICPA. Ross has presented to over 12,000 individuals through webinars, conferences, and in the classroom. He has been quoted in media outlets such as the Wall Street Journal, CNBC, Yahoo Finance, US News, The New York Times, and Investment News, and has also been published in prestigious journals such as the Journal of Wealth Management, Journal of Financial Planning, Journal of Accountancy, Tax Notes, and the Journal of Multistate Taxation and Incentives.
In addition to being a CPA/PFS and Certified College Financial Consultant (CCFC), Ross received a Bachelor of Science in Accounting degree from Fairfield University, a Master of Science in Taxation degree from Bentley University, and a Doctorate of Business Administration in Finance degree from Sacred Heart University.