Please note that CE credit is only available for the live broadcast on the date and time of this event

This month's Journal contributor Joe Messinger is joined by Money Magazine education expert Kim Clark to discuss Messinger's 3 step college pre-approval plan he developed to help planners advise clients on a realistic and viable education plan. The two will share their insights on how planners and clients need to approach college planning given the current and changing financial and policy landscape. Their discussion is followed by a live Q and A, moderated by one of FPA's Knowledge Circle hosts.

Level of Competency: Intermediate

Learning Objectives:

  • Review how to analyze student loan costs and financial aid eligibility to advise clients on college planning budget
  • Compare and analyze changes in financial aid, education savings vehicles and tax implications, as they relate to client's education plan
  • Discover and apply a 3-step process to calculate the gap between client savings and real cost of financing their college education goals.
Course Information
Date Presented:
February 22, 2017 2:00 PM Eastern
1 hour, 15 minutes
FPA Member Price:
Non-Member Price:
Journal in the Round
Speaker Information
Joe Messinger CFP®, ChFC®, CLU®  [ view bio ]
Kim Clark  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00