Webinar Replay

I highly recommend \this session that featured financial planner Joe Messinger for any planner who advises clients on college financing. Joe is revolutionizing the college planning process with this Pre-Approval Process, which aims to alleviate the anxiety clients and their children experience with college funding by having them methodically identify available resources and schools that fit their budget before they make a decision. The brilliance of Joe's approach is it brings the same logic we use when buying a home or making any other major capital commitment.  

Materials: Click here  for a copy of the materials. A transcript of the session will be published in the near future.