Image For Activity Cover
Got College?
Course Information
Content Level: Intermediate
NAPFA Subject Area: A-Financial Planning Process
Course Description

Research has shown that far too many lower-income and first-generation students do not apply for financial aid for — let alone attend and graduate from — the top colleges and universities for which they are qualified. To complicate things further, the FAFSA Simplification Act will make sweeping changes to an already confusing and complex financial aid process.

The NAPFA Foundation has dedicated itself to offering families the tools needed to create a cost-effective plan for paying for college. Join us to learn what challenges families face and the planning opportunities advisors need to know, as well as how you can help those families that have the most need.

This webinar is sponsored by the NAPFA Foundation.

Learning Objectives
  1. Learn how the FAFSA Simplification Act will impact college students and their families
  2. Learn how to help your clients find schools that will give students merit scholarships
  3. Understand how to project a family’s financial aid and out-of-pocket cost at individual institutions
  4. Understand the key differences in the federal and institutional formulas used to determine a family’s need-based financial aid eligibility
  5. Learn what college funding experts are hearing from inside financial aid offices across the country

Joe Messinger, CFP®, ChFC, CLU, CCFC

Joe Messinger, CFP®, ChFC, CLU, CCFC, is on a mission to end the student loan crisis, one family at a time.  He created the innovative College Pre-Approval™ system and has trained thousands of advisors across the country on how to seamlessly guide families through the college-funding maze with confidence and ease.

Joe is a co-founder of College Aid Pro™, the award winning FinTech solution that takes the hassle out of late-stage college planning.  A proud graduate of Penn State University, Joe is also a partner and director of College Planning at Capstone Wealth Partners, a fee-only RIA.

Availability: On-Demand
Expires on 09/01/2024
Cost: FREE
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
Powered By