The cost of a college education has drastically increased over the years, and the four-year sticker price of college now exceeds $300,000 at some of our most prestigious institutions. Consequently, our outstanding student loan debt now exceeds $1.6 trillion. Unfortunately, many practitioners and tax advisors are not aware of the various resources and strategies that can be used when advising families and students on financial aid in the wake of these skyrocketing costs. In this practical webinar, you will learn various financial aid strategies including savings plans, FAFSA strategies, 529 plans, maximizing education credits, and other useful information to better guide families through the college funding maze and make more informed buying decisions.
Upon course completion, you will be able to:
- Project a family’s financial aid and out of pocket cost at individual institutions
- Create a college funding plan and ensure students graduate with manageable debt without robbing retirement
- Outline the key differences in the federal and institutional formulas used to determine a family’s expected family contribution (EFC) need based financial aid eligibility
- Implement Income and asset strategies to maximize financial aid offers
- Analyze, compare, and appeal financial aid award letters
- Review cash flow and tax planning strategies for college
- Balance college and retirement goals as part of a comprehensive financial plan
Prerequisites: None
Field of Study: Specialized Knowledge, Taxes
Program Level: Intermediate
Credit Type: Group Internet-Based for the Live Program.
Joe Messinger
Joe Messinger, CFP®, ChFC®, CLU® is on a mission to end the student loan crisis one family at a time. A proud graduate of Penn State University, Joe is Partner and Director of College Planning at Capstone Wealth Partners. A fee only RIA based in Columbus, OH that specializes in financial planning for college bound families. Joe created the innovative College Pre-Approval™ system to seamlessly guide families through the college funding maze and ensure that every student graduate with manageable student loan debt without robbing retirement.
Through his advisor training programs with Capstone College Partners, Joe is raising the bar in college funding advice across the industry. In addition, Joe and his team launched College Aid Pro®, a groundbreaking financial aid planning software for advisors that is changing the way America shops for college and streamlining the college funding process.
He is known as an industry thought leader in the area of college financial planning. He regularly speaks at industry conferences for the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), and the XY Planning Network (XYPN). His work has been featured in The Journal for Financial Planning, Financial Advisor Magazine, US News, and Bloomberg to name a few.
CLE Credits (Law)
| Credit | Value | Type | Format |
|---|---|---|---|
In some CLE states, the course will be submitted to the bar after you register. If for any reason the course is not approved, we will fully refund your registration fee. If a state is listed on this course, then we are confident the course fits that state's standards and already is or will be approved for credit.
Accounting Credits
| Credit | Value | Field of Study | Format |
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Clear Law Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. For more information regarding administrative policies such as complaint and refund, please see the tab above on our Money-Back Guarantee or contact us at 703-372-0550.
CPE Credit - Maximum Credit Hours: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.
Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.
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Can I ask questions during the webinar?
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Do the webinars qualify for Continuing Education Credit?
Almost all of our webinars are approved for continuing education credit, including CLE (in all states), CCB, CPE, HRCI, IRS and SHRM credit. Unlike many providers, we don’t charge you any additional fee to process your credit. If you have specific questions, please call us at 703-372-0550 or contact us.
Can I still receive Continuing Education Credits if I view the webinar recording instead of the live presentation?
In most cases, the answer is yes. Recorded webinars are not eligible for CLE credit in the following states: AR, KS, MS, NE, and RI. In all other jurisdictions, recorded programs are eligible for credit. In addition, CPE credit is not available for recorded webinars. Please note that recorded webinars are only eligible for a certain period of time based on the jurisdiction. To ask about your specific type of Continuing Education Credit or the requirements in your jurisdiction, please call us at 703-372-0550 or contact us.
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excellent presentation
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