Learn the scope of the problem, and why we as financial professionals have a responsibility to eliminate the stress & anxiety families have around paying for college.
Get a sneak peak into our firm's process that makes these difficult conversations easier, and outlines a plan for paying for the children's education...without robbing Mom & Dad's retirement.
There is massive demand for this solution. Families are desperate. Financial professionals are not giving the right advice because we've never been formally taught. Learn how to really help families, and earn trust & respect in your community.
Interact with other financial professionals who are dedicated to solving the student loan debt crisis one family at a time. Get poignant, high-quality resources that can make you a part of the 1% of financial advisors that really "get" college funding.
"Joe is my go to expert for all things college planning. His fee-for-service, fiduciary approach, is a breath of fresh air in a world that has seen a lot of abuse from the insurance industry. He's an excellent speaker and trainer, and I highly recommend his work!"
Alan Moore, MS, CFP®
Director of Speeding Things Up & Co-Founder XY Planning Network
My goal is to spread our message of College Pre-Approval™ and empower financial advisors with the tools they need to help normal families make informed college funding decisions.
This is an area that most financial advisors never learn in any kind of formal training. But as the cost of college continues to rise, financial advisors must provide better advice on the important investment in education.
Joe Messinger, CFP®, ChFC®, CLU® - CEO & Founder Capstone College Partners