Captone’s College Pre Approval™ process guides clients through a process that allows families to save the money they need, and eliminate the stress & anxiety they have around paying for college.
Joe is currently “on tour” and wowing groups of financial advisors.
See what these FPA Memphis members had to say…
“Very interesting!! Would love him back next year to take a deeper dive.”
“Very interesting data, a very new look at college planning — great information!”
“Loads of information and scary as heck.”
“Excellent presentation on planning for college funding, lots of good tools, shows me what I don’t know.”
“Very timely, thought provoking presentation.”
July 11 – Purposeful Planning Institute – Webinar
August 28-31 – #XYPN17 – XY Planning Network Conference – Dallas, TX
September 20 – Speaker at Colorado’s 529 College Savings Plan – CollegeInvest
September 21 – FPA of Colorado Forum 2017 – Ideas into Action – Denver, CO