Joe Messinger, CFP®, ChFC®, CLU®, and Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax, explore how the college planning niche looks in practice. In this recorded webinar, the two discuss how college planning has evolved over the years, how modern college planners can effectively market to and serve their audience, and in what ways they view college planning evolving in the future.

Joe and Ross, two of the most knowledgeable college planners in the financial planning profession today, have over 25 years of financial planning experience combined.

(Webinar recorded October 21, 2020)


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.


Ross Riskin

Ross A. Riskin is Director of the CFP® and ChFC® Education programs, Associate Professor of Taxation, and the Chair of the NextGen Advisory Task Force at The American College of Financial Services. In addition to teaching courses in taxation and financial planning, Riskin’s research and professional expertise focus on tax planning with respect to college and student loan advising. He also serves as the Vice President of Riskin & Riskin, PC. Riskin is recognized as a thought leader and expert in the areas of tax planning, college planning, and student loan advising, and he is the author of The Adviser’s Guide to Education Planning: 1st Edition, which is published by the AICPA. Riskin has presented to over 12,000 individuals through webinars, conferences, and in the classroom. He has been quoted in media outlets such as The Wall Street Journal, CNBC, Yahoo! Finance, US News & World Report, The New York Times, and InvestmentNews, and has also been published in prestigious journals such as the Journal of Wealth Management, Journal of Financial Planning, Journal of Accountancy, Tax Notes, and the Journal of Multistate Taxation and Incentives.