Exploring the College Planning Niche
Learn The Benefits of Building a Niche College Planning Practice with Joe Messinger and Ross Riskin.
In case you missed it:
Joe Messinger, CFP®, ChFC®, CLU®, and Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax, explore how the college planning niche looks in practice. The two discuss how college planning has evolved over the years, how modern college planners can effectively market to and serve their audience, and in what ways they view college planning evolving in the future.
Joe and Ross, two of the most knowledgeable college planners in the financial planning profession today, have over 25 years of financial planning experience combined.
(Webinar recorded October 21, 2020)
Instructor(s)
Chief Education Officer/Professor
Joe Messinger
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.
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