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April 2018

2018 Licking County College Fair – After the Fair Event

April 25 @ 7:15 pm - 8:30 pm
C-TEC of Licking County, 150 Price Road
Newark, OH 43055 United States
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Joe Messinger, CFP®, ChFC®, CLU® will be presenting an educational session on financial planning for the college bound at 7:15 pm after the fair has concluded.

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A New Approach to Paying for College – Free Financial Workshop Open to the Public presented by BMI Federal Credit Union

April 28 @ 10:00 am - 11:30 am
BMI Federal Credit Union, 6165 Emerald Parkway
Dublin, OH 43016 United States
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Demystify the college funding process. Designed for parents of college-bound high school students, learn how to maximize financial aid, scholarships and other payment options. Presented by Joe Messinger, CFP® Capstone Wealth Partners Register online or by calling 614-707-4000. This is open to the public but you must register. 

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May 2018

2018 FPA DFW Annual Conference

May 16 - May 17
Irving Convention Center, 500 West Las Colinas Blvd
Irving, TX 75039 United States
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For Financial Professionals - 2018 Financial Planners Association's Dallas Ft Worth Annual Conference. The FPA DFW Conference (formally known as Symposium) will be held May 16-17 at the Irving Convention Center.  The goal of this event is to help professionals advance their careers in the financial planning industry by providing insight into current trends, advanced educational sessions and professional development.

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FPA-Philadelphia Tri-State Area 2018 SPRING SYMPOSIUM –

May 16 @ 7:30 am - 5:00 pm

For Financial Planners Only - Philadelphia Tri-State Area Financial Planners Association's 2018 Spring Symposium - More details will follow  

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June 2018

Tips For The College-Bound

June 24 @ 1:00 pm - 4:00 pm
Dublin Integrated Education Center (OU Campus), 6805 Bobcat Way
Dublin, OH 43016 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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Smart Money Moves for the College-Bound WEBINAR

June 27 @ 7:00 pm - 8:00 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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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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No matter your financial state, your child can find help in paying for college.
You just have to know where to look.

Check out this guide to learn more.

Having the money talk early helps get you and your
child on the same page when it comes to picking  a school.

Download Our Guide On How To Do It Right.