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COLLEGE SAVINGS 101
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Q&A Webcasts
Changing the approach to college funding advice
Featuring Joe Messinger, CFP®, ChFC®, CLU®, Founder & CEO of Capstone College Partners
Date and Time:
This webinar was recorded on June 28, 2018
About the Webinar:
Paying for college is the number one financial concern facing mass-affluent Gen-X parents. Capstone College Partners trains comprehensive advisors on how to help families navigate the college-funding maze and position themselves as local experts in this critical planning area, and is a strategic partner to SavingforCollege.com. They've trained hundreds of advisors how to walk families through a proven process for saving on the cost of college, not just for the cost.
Their technical-training course, The Mechanics of College Funding teaches the process and strategies Joe has developed in his fee-only practice over 10 years of serving Gen X families, and Mastering College Pre-Approval includes the same training plus provides the marketing resources, strategies and practice management tools advisors need to attract, serve and retain a constantly-renewing stream of new clients. Right now, get a 20% discount on Capstone's training courses and practice-management materials:
The Mechanics of College Funding and Mastering College Pre-Approval™ eligible for 8.5 hours of CFP® continuing education credit.
And, as an additional benefit, Joe has offered to hold a free 1-on-1 strategy session call (a $300 value) with the first 10 people from this webinar to sign up for Mastering College Pre-Approval™ to help them make the best use of the course to build their businesses!
College Calculator
The simplest way to estimate college costs.
Financial Professionals
Top 529 College Savings Plans
One-year rankings are based on a plan's average investment returns over the last 12 months.
State | Plan Name | |
---|---|---|
1 | Nevada | USAA 529 Education Savings Plan |
2 | Florida | Florida 529 Savings Plan |
3 | New Jersey | NJBEST 529 College Savings Plan |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
State | Plan Name | |
---|---|---|
1 | South Dakota | CollegeAccess 529 (Direct-sold) |
2 | Wisconsin | Edvest 529 |
3 | Nevada | USAA 529 Education Savings Plan |
Five-year rankings are based on a plan's average annual investment returns over the last five years
State | Plan Name | |
---|---|---|
1 | Indiana | CollegeChoice 529 Direct Savings Plan |
2 | Florida | Florida 529 Savings Plan |
3 | Alaska | T. Rowe Price College Savings Plan |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
State | Plan Name | |
---|---|---|
1 | West Virginia | SMART529 WV Direct College Savings Plan |
2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
3 | Ohio | Ohio's 529 Plan, CollegeAdvantage |