Q&A Webcasts

5 Keys to Building a Practice You Love with College Planning

Featuring Joe Messinger, CFP®, ChFC®, CLU®, Founder & CEO of Capstone College Partners

Date and Time:

Recorded December 13, 2018

About the Webinar:

In this 60-minute session, college planning guru Joe Messinger will give you the secret sauce and his 5 keys to building a practice you love with college planning. This webinar was developed to show advisors how they can effectively attract college bound families and serve them more efficiently in 2019 and beyond.

Joe created Capstone's innovative College Pre-Approval™ process to guide families through the college funding maze. Through his online training program, Mastering College Pre-Approval™, and college funding software, College Aid Pro™, Joe is raising the bar in college funding advice across the industry and building a community of financial advisors committed to ending the student loan crisis one family at a time.

Webinar participants are eligible for 1 hour of CFP CE credit. Attendees must be on the entire webinar to receive credit.


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