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September 2018

Pre-Conference XYPN LIVE 2018 Event

September 23 @ 8:30 am - 4:30 pm
Union Station Hotel – St. Louis MO, 1820 Market St
St Louis, MO 63103 United States
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For Financial Planners -  The College Pre Approval™ Experience with Joe Messinger Paying for college tuition is the #1 financial concern for most mass-affluent Gen X families. The College Pre Approval™ process guides clients through a process that allows families to save on the cost of college, and eliminate the stress & anxiety they have around paying for it. When you learn how to help families solve their #1 financial concern, you’re setting yourself apart from every other advisor, and…

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October 2018

Tips For The College-Bound

October 14 @ 1:00 pm - 4:00 pm
Quest Conference Center Polaris, 8405 Pulsar Place
Columbus, OH 43240 United States
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Joe Messinger, CFP®, is pleased to be presenting at the upcoming Tips for the College-Bound workshop offered by Beth Probst, Founder and CEO of At The Core. Preparing for college is not the same as it was for us. You have unanswered questions...so much you don't know. You need information from a trusted resource and time to ask your questions. We have the solution to your stress! Perfect for families with 8th-11th graders. We encourage parents and students to attend together.…

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2018 NAPFA National Fall Conference

October 15 @ 8:00 am - October 18 @ 5:00 pm
Sheraton Philadelphia Downtown Hotel, 201 North 17th Street
Philadelphia, PA 19103 United States
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 *For Financial Advisors Only* Celebrated speakers from conferences past will be on hand - Jeff Levine and Diane Omdahl, who’ve received kudos from members on their past appearances, as well as soon-to-be favorites like Karla Chin, Dr. John Grable, Joe Messinger and Peter Van Buskirk. Dates to Remember September 14 - Advanced Registration Deadline September 23 - Hotel Group Rate Deadline

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Smart Money Moves for the College-Bound WEBINAR

October 24 @ 7:00 pm - 8:30 pm

Join Joe Messinger for his Smart Money Moves for the College-Bound ™ WEBINAR. Joe answers parents biggest questions about paying for college in Smart Money Moves for the College-Bound: Where can we get into college? Where can we get the most financial aid and scholarship money? What strategies are available to me if I make too much money to qualify for financial aid? What colleges can we afford based on our personal resources? All registrants receive a recording of the…

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