Advisor Roundtable

August 2, 2023

Ready to Outsource College Planning?

College planning is a huge commitment for most advisors to take on as part of their practice. If you don’t have the time, energy, or expertise, it’s time to outsource to trusted experts.

Introducing +CAP!

Click on the image below to learn more.

Sign up today to take advantage of our advisor roundtable coupon code PLUSCAP20 for 20% off.
This offer expires tomorrow, August 4th, at 12pm ET!

Webinar Recording
Thanks for joining us for our August roundtable with Matt Carpenter, College Aid Pro Co-Founder.
We discussed:
1. The history of College Aid Pro.
2. CAP’s new stance on advisors and college planning.
3. The good, bad, and ugly FAFSA changes. 
Helpful Links:
  • The FAFSA Simplification Act Upcoming Changes: Click HERE
  • Tips and Timelines to Prepare for the FAFSA Changes: Click HERE
  •  Advisor Vimeo Channel: Access HERE – We are working on getting everything moved over.
  • Link to join our advisor slack community: Click HERE


  • Make sure to follow us on Youtube to see all of the videos we’re putting out on timely topics for the college planning process.

Not registered yet?  Join us for Roundtable by clicking the button below!

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