Schedule of Events

May Cincinnati Chapter Meeting



  • Tuesday May 16, 2017
  • Start Time: 11:00AM
  • End Time: 1:00PM
  • Rookwood Exchange Board Room
  • Presented by: Joe, Messinger, CFP®

Changing the Approach to College Funding Advice

Presenter: Joe Messinger, CFP®

The #1 financial concern for Gen X parents is how to pay for college. College costs continue to rise at nearly twice the rate of inflation. As a result, our national student loan debt has grown from $240 billion in 2003 to $1.3 trillion as of March 2016 – that’s an increase of more than 510 percent in just the last decade. Our role as financial planners needs to go beyond simply telling clients to save for the cost of college. The problem is that advisors have never formally been taught how to help families pay for college the right way. Until now: in this powerful sixty-minute session you’ll learn the innovative College Pre-Approval process that alleviates the stress & anxiety of paying for

Click here to register!