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Helping Your Clients Get More Free Money for College
Course Information
Content Level: Intermediate
NAPFA Subject Area: A - Financial Planning Process
Course Description

The FAFSA Simplification Act has made sweeping changes to an already confusing and complex financial aid process. Attend this program to learn what challenges the new law creates for families and, more importantly, the planning opportunities that advisors need to know to help their clients get the most financial aid and reduce the cost of college.

This webinar is sponsored by the NAPFA Foundation.

Learning Objectives
  1. Understand how the FAFSA Simplification Act impacts college students and their families
  2. Understand how to project a family’s financial aid and out-of-pocket cost at individual institutions
  3. Recognize the key differences in the federal and institutional methods used to determine a family’s need-based financial aid eligibility
  4. Learn income and asset strategies for high-net-worth clients

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
Access expires on 12/31/2024
Initial Cost: Member: $0.00
Non-Member: $39.00
Additional Cost: CFP® CE Quiz: $0.00 - $10.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
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