Q&A Webcasts

Q&A Webcast Series

In these informational webcasts, our distinguished panels of the best experts in the industry address your college savings questions and tackle some of the biggest education funding issues families are facing today. Stay tuned on this page to learn more about the next upcoming webcast, and how you can join us and submit your college savings questions!

College Savings Month Q&A Webinar - September 18, 2019

This college savings 101 webinar takes you through everything you need to know about 529 plans and other options to start saving and reach your college savings goals. This free webinar is brought to you by College Savings Bank, a Div. of NexBank SSB.

Back-to-school with - August 28, 2019

As your kids get ready for the new school year, take time to learn about how 529 plans work in this free, one-hour webinar. This webinar is brought to you with the generous support of Upromise.

529 Day: Reaching your college savings goals with a 529 plan - May 9, 2019

This 529 Day, learn how to reach your college savings goals. experts walk you through your college savings options and explain how 529 plans work.

5 Keys to Building a Practice You Love with College Planning – December 13, 2018

Joe Messinger, CFP®, ChFC®, CLU® and a leading authority on late-stage college planning, presents a free, one-hour webinar for financial professionals. Join him as he shares tips on how to effectively attract clients with college planning.

Reaching Your College Savings Goals With a 529 Plan – November 27th 2018
Year-End Edition

As 2018 draws to a close, it's time to get serious about your financial plans for 2019 - including college savings. Join's Kathryn Flynn and Matthew Toner for a free, one-hour webinar to help you start saving for college and be prepared to maximize your savings in 2019.

College Savings Month – Reaching your goals with a 529 plan – September 13, 2018

September is National College Savings Month and we're offering a free, one-hour webinar to help answer your questions about 529 plans and the best ways to save and pay for college.'s Katie Flynn and Matt Toner will help you understand what you need to know to get started with a savings plan, and will take live questions as time permits.

9 key differences between the FAFSA and the CSS PROFILE – September 11, 2018

Join Capstone College Partner's Joe Messinger, a leading authority for late-stage college planning, for a free, one-hour webinar. Joe will explain the nine key differences between the Free Application for Federal Student Aid (FAFSA) and the College Scholarship Service (CSS) PROFILE so that you can help you clients get the most financial aid for college.

Changing the approach to college funding advice – June 28, 2018

Join Joe Messinger, CFP®, ChFC®, CLU®, Founder & CEO of Capstone College Partners, in this powerful 60 minute session, where you'll learn the innovative College Pre-Approval™ process and together we can end the student loan crisis one family at a time.

How to Reach Your College Savings Goals With a 529 Plan – March 15, 2018

Join's Kathryn Flynn and Matthew Toner for a free, one-hour webinar. 529 plans can be confusing; Katie and Matt will break it down to help you understand what you need to know to get started with a savings plan, and will take live questions as time permits.

529 Day Celebration – May 24, 2017

"5-29" Day, is a day used by many states and 529 programs to promote the benefits of saving for college using a 529 plan. Various sweepstakes and educational events take place throughout the month of May to help you open or fund an already existing 529 account. To help celebrate this great day, join us for a Q&A webcast to learn more about 529 plans, and the unique benefits they offer.

College Savings Tips with Julia Shields-Rutyna – February 28, 2017

Join's Brian Boswell and the Massachusetts Educational Financing Authority (MEFA)'s Julia Shields-Rutyna for a live Facebook event, Tuesday, February 28th. Brian and Julia will be taking questions from the audience on topics like 529 plans, financial aid and more.

How to Achieve the College Dream – February 8, 2017

Some students who perform well academically, but are hesitant to apply to selective colleges because of their social or economic backgrounds. In this live Q&A event, Maria Carla Chicuen, author of Achieve the College Dream, offers practical advice on how students of all income levels can make their dream school a reality.

The Best Way to Save For College – December 8, 2016

Second only to retirement, planning for your children's college education is one of the most important financial decisions your family has to make. In this video,'s Brian Boswell and Putman Investment's Judy Minsk cover important college financing topics, including costs, savings goals and 529 plans.

Six Winning Strategies to Cutting the Cost of College – October 19, 2016

The absolute best way to make college more affordable for your family is to become an educated college consumer. In this webinar, Lynn O'Shaughnessy, a nationally recognized higher-ed expert, will get you started by sharing six little-known yet powerful ways to cut college costs for parents with teenagers.

Financial Aid Awareness Month Webcast – February 24, 2016

February is Financial Aid Awareness Month and we're celebrating by hosting a free, live one-hour webcast! Get answers to your biggest questions about paying for college from leading industry experts. The webcast will be held in a Q&A format, so make sure to submit your questions when you register.

State of the 529 Q&A Webcast – January 28, 2015

Wondering about the current state of 529 plans following the recent news on President Obama's proposal (and subsequent dropping of the proposal) to tax withdrawals from 529 college savings plans?


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