Scaling Your Practice by Addressing College Planning
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!
According to a Gallup survey, 73% of parents with children under the age of 18 worry more about how to pay for college than any other financial issue, ranking as the single highest financial concern of any subgroup.
This population is desperate to work with anyone who can help them navigate an investment in college education. In this webinar, Joe Messinger and Matt Carpenter, college funding experts, will be reviewing how to incorporate college funding advice into your financial planning practice.
They will review the changing landscape of college funding, understanding your target audience, and how to create a scalable marketing and client service strategy as a college planning expert.
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 Matt Carpenter
Matt started CFS in 2005 after realizing both he and his parents had made some major mistakes in navigating the college admissions and financial aid processes.
It became Matt’s mission to show other families how to avoid making similar mistakes in one of the biggest investments of their life.
Today, Matt is recognized as one of the nation’s leading authorities within the College Funding niche.
Together, with CFS, Matt has successfully guided thousands of families through the college financial aid maze.