Join us for this high-impact XYPN Pre-Conference Event!
With Joe Messinger, CFP® and the College Aid Pro™ Team
The Sheraton Denver Downtown // Denver, Colorado // Saturday, October 8th, 2022
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.
So, what are we as financial planners doing to help our clients? Gen X and Gen Y families need help reducing the cost of college and navigating loan repayment, both for their kids and for themselves. Most advisors aren’t prepared to answer their questions and serve them effectively. Are you?
Your ideal clients need you to be informed about financial aid and student loans. They’re looking for answers. We have them. Join the profession’s leading experts on college funding and student loans to learn how you can attract and serve ideal clients by addressing their biggest financial concerns!
We Will Be Covering:
A Proven System for Better College Planning
Key Ways to Differentiate Your Financial Planning Practice
Real Answers to Your Clients' Biggest Questions
Checklists, Tools, Calculators, Templates and Procedures
(Pending) CE Credit
Marketing Tips for College Planning Services
Brandeis Research Study Findings
FAFSA Simplification Act
Morning: Financial Aid 101
During the morning of our The Future of Financial Aid event, we’ll be diving into the basics every financial planner needs to know about financial aid and the college funding process.
Afternoon: College Planning Deep Dive
Been in the college planning space for a while? Ready to take your practice to the next level? Our afternoon session will cover the complexities of college planning, marketing research, and case studies from College Aid Pro members™.
Happy Hour Mixer and Social
Once we’ve knocked out our full-day conference, we’ll plan to get together for a happy hour mixer and social. Come connect with likeminded advisors and expand your network! Date, time, and location for this event will be released closer to October.
This all day event is free to attend!
Are you ready to join us this fall?
About Joe Messinger, CFP®, ChFC®, CLU®
Joe Messinger, CFP®, ChFC®, CLU®, is partner and director of college planning at Capstone Wealth Partners, founder of Capstone College Partners, and co-founder of College Aid Pro ™.
Joe is passionate about Captone’s College Pre-Approval™ process. Through his speaking and educational workshops, he guides fellow advisors through a process that allows families to reach better financial outcomes, and eliminate the stress & anxiety they have around paying for college.
This process addresses an acute need of Gen-X families trying to make a $100,000 to $250,000 investment in college for each student. Financial advisors are blown away when they understand the message, and learn how the College Pre-Approval™ system can work for their practice!
As a financial advisor himself, Joe is dedicated to spreading the message of College Pre-Approval™ through speaking engagements, webinars, and presentations.