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WEBINAR ENDED
· 1 hour 30 minutes

Navigating the College Funding Maze To Cut the Cost of Higher Education

Tue, May 3, 2022 · 3:00 PM · Eastern Time (US & Canada)
About This Webinar

College costs have grown significantly in the past two decades, with the sticker price exceeding $300,000 at some of the most prestigious institutions. At the same time, the student loan debt burden has grown significantly, with total student loan debt now exceeding $1.7 trillion. With these concerns in mind, clients often seek out advisors to help them with funding the costs of higher education. However, training on financial aid and late-stage college planning is a small component of most advisor education programs, leaving many advisors with questions on how they can best assist their clients with the important decisions around higher education costs.

Join us at the May Kitces Monthly Webinar where expert guest, Joe Messinger CFP, ChFC, CLU, CCFC, will share ideas on how advisors can better guide families through the college funding maze and make more informed buying decisions. In this webinar, advisors will learn:

- How to project a family’s financial aid and out-of-pocket cost at individual institutions

- How to create a college funding plan and ensure students graduate with manageable debt without robbing their parents’ retirement

- What the key differences are in the federal and institutional formulas used to determine a family’s Expected Family Contribution (EFC) need-based financial aid eligibility

- Which cash flow and tax planning strategies to deploy when funding college expenses

Continuing Education (CE): 1 Credit
For those who attend the live session for at least 50 minutes, we will report your attendance directly to the CFP Board, IWI and American College within 72 hours as long as you enter your certification numbers during registration. You will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state level insurance licensing although some states may accept completion certificates if you self-report.

Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible. 

Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.

Who can view: People who attended or registered for the webinar only
Webinar Price: $5.00
Featured Presenters
Webinar hosting presenter
Co-Founder, College Aid Pro
Joe Messinger, CFP , ChFC, CLU, CCFC is on a mission to end the student loan crisis one family at a time. A proud graduate of Penn State University, Joe is Partner and Director of College Planning at Capstone Wealth Partners. A fee-only RIA based in Columbus, OH that specializes in financial planning for college bound families. Joe created the innovative College Pre-Approval™ system to seamlessly guide families through the college funding maze and ensure that every student graduate with manageable student loan debt without robbing retirement.

Now, Joe is raising the bar in college funding advice across the industry. He and his team at College Aid Pro™ are taking the hassle out of late-stage college planning and empowering advisors to deliver expert college funding advice with confidence and ease. The award winning fintech solution instantaneously calculates highly tailored net costs at over 3,000 schools across the country and can even help you shop and find schools that will give you the most scholarship money.

He is known as an industry thought leader in the area of college financial planning and practice
management and has trained thousands of advisors across the country on how to do college planning the right way. He regularly speaks at industry conferences for the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), and the XY Planning Network (XYPN). He is a regular contributor on the Saving For College website and his work has been featured in The Journal for Financial Planning, Financial Advisor Magazine, US News, and Bloomberg to name a few.
Documents
PDF
Presentation Slides - Navigating the College Funding Maze - Joe Messinger - Kitces Monthly Webinar - May 2022.pdf
PDF
General Information Handout - Navigating College Funding - Monthly Webinar - May 03 2022.pdf
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