Learn how you can attract and serve ideal clients by addressing their biggest financial concerns. This recorded virtual workshop aims to give you the knowledge and tools you need to help clients navigate the college funding investment. Via 6 hours of recorded virtual training and discussion, Joe and Heather will give you the technical college-planning and loan-repayment skills, as well as practice-management resources and hacks you need.


What You Will Get

  • A Proven System for Better College Planning

  • Key Ways to Differentiate Your Financial Planning Practice

  • Real Answers to Your Clients' Biggest Questions

  • Student Loan Repayment and Forgiveness Strategies

  • Checklists, Tools, Calculators, Templates and Procedures

  • 5 Hours of CFP CE Credit

Course curriculum

  • 1

    Welcome to Joe and Heather's College Planning Workshop!

    • About This Workshop
  • 2

    Late Stage College Planning with Joe Messinger

    • Overview: Current College Funding Landscape

    • 5 Critical Things Every College Bound Family Needs to Know

    • Delivering Expert College Funding Advice with Confidence and Ease

    • College Aid Pro in Action
  • 3

    Student Loan Repayment with Heather Jarvis

    • Top Ten Student Loan Myths Debunked Part 1

    • Top Ten Student Loan Myths Debunked Part 2

    • Top Ten Student Loan Myths Debunked Part 3

    • How to Get a Clear Inventory of Federal and Private Student Loans (Handout)
  • 4

    Launch, Grow and Scale With Your New Niche

    • Joe and Heather Discuss the Business Side

  • 5

    For CE Credit

    • Instructions

    • CE Quiz

Instructor(s)

Chief Education Officer/Professor

Joe Messinger

Joe Messinger, CFP®, ChFC®, CLU®, is partner and director of college planning at Capstone Wealth Partners, founder of Capstone College Partners, and co-founder of College Aid Pro ™. Joe is passionate about Captone’s College Pre-Approval™ process. Through his speaking and educational workshops, he guides fellow advisors through a process that allows families to reach better financial outcomes, and eliminate the stress & anxiety they have around paying for college. This process addresses an acute need of Gen-X families trying to make a $100,000 to $250,000 investment in college for each student. Financial advisors are blown away when they understand the message, and learn how the College Pre-Approval™ system can work for their practice! As a financial advisor himself, Joe is dedicated to spreading the message of College Pre-Approval™ through speaking engagements, webinars, and presentations.

Heather Jarvis

Heather Jarvis is an attorney and a nationally recognized expert specializing in student loan law. She has provided award-winning student loan education and consultation for universities, associations and professional advisors and is sought after for her sophisticated knowledge and accessible teaching style. Widely recognized as an expert source of information, Heather has advised congressional committee members and administrative officials on issues affecting student loan borrowers since 2005. Heather graduated cum laude from Duke University School of Law in 1998.