CPA - medium firm
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Do you ever get questions about the FAFSA and financial aid from your clients? In this webinar, college funding experts Ross Riskin and Joe Messinger will outline easy ways to provide huge value for clients about to make 6-figure investments in their kids' college educations. This webinar will demonstrate a simple yet effective framework to empower clients to get the most free money for college.
This webinar will cover the current state of higher education finance from the federal and state levels as they relate to financial aid for families. The presenters will give an overview of why the cost of college continues to rise as well as address late-stage college funding and how affluent families pay college tuition bills.
Learning Objectives:
- Evaluate the current state of higher education finance from both the federal and state governmental levels as they relate to financial aid for families
- Outline why the cost of college continues to rise
- Give examples of how affluent families pay college tuition bills
- Identify how to help families pay for higher education, learn financial aid policies and strategies for reducing the cost of education through thoughtful planning techniques
Joe Messinger
College Aid Pro
Co-Founder and CEO
[email protected]
(833) 537-3388
Joe Messinger, CFP, ChFC, CLU, CCFC is on a mission to end the student loan crisis one family at a time. He created the innovative College Pre-Approval system to seamlessly guide families through the college funding maze to ensure that every student graduates with manageable student loan debt.
Joe is raising the bar in college funding advice across the industry with educational workshops and practice management solutions to help advisors excel in college planning. He and his team have put their 50+ years in the college financial planning industry into a streamlined solution, College Aid Pro.
Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax
Ross Riskin
Creating Educational Moments That Matter for Financial Planners, Wealth Managers, and Tax Advisors
[email protected]
Dr. Riskin serves as Chief Learning Officer for the Investments & Wealth Institute and his research and professional expertise focus on advice engagement, education planning, and tax and wealth transfer planning for high-income and high-net-worth individuals. He is also the Founder and Chief Creative Officer at visiWealth, and sits on the Advisory Board for the American Institute of Certified College Financial Consultants (AICCFC).
Ross is recognized as a thought leader and expert in the areas of tax planning, college planning, student loan advising, and advice engagement, and he is the author of The Adviser’s Guide to Education Planning: 1st and 2nd Editions, which are published by the AICPA. Ross has presented to over 25,000 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, The New York Times, and Investment News, and has also been published in 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.
In addition to being a CPA/PFS and Certified College Financial Consultant (CCFC), Ross received a Bachelor of Science in Accounting degree from Fairfield University, a Master of Science in Taxation degree from Bentley University, and a Doctorate of Business Administration in Finance degree from Sacred Heart University.
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