COLLEGE SAVINGS 101
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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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Financial Professionals
Top 529 College Savings Plans
One-year rankings are based on a plan's average investment returns over the last 12 months.
State | Plan Name | |
---|---|---|
1 | West Virginia | SMART529 WV Direct College Savings Plan |
2 | Louisiana | START Saving Program |
3 | Indiana | CollegeChoice 529 Direct Savings Plan |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
State | Plan Name | |
---|---|---|
1 | New York | New York's 529 College Savings Program -- Direct Plan |
2 | Indiana | CollegeChoice 529 Direct Savings Plan |
3 | West Virginia | SMART529 WV Direct College Savings Plan |
Five-year rankings are based on a plan's average annual investment returns over the last five years
State | Plan Name | |
---|---|---|
1 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
2 | West Virginia | SMART529 WV Direct College Savings Plan |
3 | New York | New York's 529 College Savings Program -- Direct Plan |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
State | Plan Name | |
---|---|---|
1 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
2 | New York | New York's 529 College Savings Program -- Direct Plan |
3 | Delaware | Delaware College Investment Plan |