Q&A Webcasts

Changing the approach to college funding advice

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

Date and Time:

This webinar was recorded on June 28, 2018

About the Webinar:

Paying for college is the number one financial concern facing mass-affluent Gen-X parents. Capstone College Partners trains comprehensive advisors on how to help families navigate the college-funding maze and position themselves as local experts in this critical planning area, and is a strategic partner to They've trained hundreds of advisors how to walk families through a proven process for saving on the cost of college, not just for the cost.

Their technical-training course, The Mechanics of College Funding teaches the process and strategies Joe has developed in his fee-only practice over 10 years of serving Gen X families, and Mastering College Pre-Approval includes the same training plus provides the marketing resources, strategies and practice management tools advisors need to attract, serve and retain a constantly-renewing stream of new clients. Right now, get a 20% discount on Capstone's training courses and practice-management materials:

The Mechanics of College Funding and Mastering College Pre-Approval™ eligible for 8.5 hours of CFP® continuing education credit.

And, as an additional benefit, Joe has offered to hold a free 1-on-1 strategy session call (a $300 value) with the first 10 people from this webinar to sign up for Mastering College Pre-Approval™ to help them make the best use of the course to build their businesses!


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