Professional groups and parent organizations frequently ask Joe Messinger, CFP®, ChFC®, CLU® to speak at their meetings because he is a trusted authority in the area of college planning and funding. He has a gift for demystifying the college financial aid process, and setting families at ease in this stressful situation.
Capstone’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.”
You can catch Joe as he speaks to various groups of financial advisors at these upcoming events…
August 1 – Purposeful Planning Institute – Webinar
August 28-31 – #XYPN17 – XY Planning Network Conference – Dallas, TX
September 12 — The 529 Conference: “529 Essentials Seminar” (pre-conference session) — Orlando, FL
September 20 – Speaker at Colorado’s 529 College Savings Plan – CollegeInvest
September 21 – FPA of Colorado Forum 2017 – Ideas into Action – Denver, CO
Click here to book Joe Messinger, CFP®, ChFC®, CLU® for a speaking event.