Ending the Student Loan Crisis One Family at a Time

Thursday, May 9

9:15 AM - 10:15 AM

Location: Grande Ballroom E

CE: 1

Level of Complexity: Advanced

Speaker(s)

Joseph Messinger, CFP, ChFC, CLU

Founder
Capstone College Partners

College costs continue to rise and as a result, our national student loan debt has grown from $240 billion in 2003 to over $1.5 trillion as of March 2018. Our role as financial planners needs to go beyond simply telling clients to save for the cost of college. In this session we empower financial planners by demystifying the financial aid process and teaching our innovative College Pre-Approval™ process that alleviates the stress & anxiety of paying for college. Together we can end the student loan crisis one family at a time.

Learning Objectives:

Project a family's financial aid and out of pocket cost at individual institutions.
Create a family college budget using the one page college funding plan and ensure students graduate with manageable debt without robbing retirement.
Understand the key differences in the federal and institutional formulas used to determine a family’s expected family contribution (EFC) and need based financial aid eligibility.