Educational Breakfast Meeting

May 10, 2019
7:30 AM - 10:00 AM
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Green Dragon Tavern and Museum
6115 Paseo Del Norte
Carlsbad, CA 92011
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FPA San Diego Presents Joe Messinger, CFP®, Late-Stage College Funding Expert


In association with ScholarShare 529 and First Republic Bank

Brought to you at a convenient and unique North County locationThe Green Dragon Museum and Tavern

May 10th from 8:00 AM to 9:30 AM (registration opens and breakfast service begins at 7:30 AM)

Approved for 1 hour of CFP CE credit

FPA Members: $10, Non-Members: $25

Presentation Title: Changing the Approach to College Funding Advice (60 minutes, CFP CE approved)

Presenter: Joseph Messinger, CFP®, ChFC®, CLU®    

About the Presenter: Joe is a leading authority on late-stage college funding and frequently speaks to organizations and parent groups, such as NAPFA, FPA, and XY Planning Network. He started his own financial planning firm, Capstone Wealth Partners, because of his struggles at large national firms to find and provide good financial advice — especially in the area of college planning. It always seemed to be about the next product sale to a client. After months of soul searching, he & his partner decided to strike out on their own in 2009 by forming an independent fee-only practice. They chose the name “Capstone” to reflect the new firm’s focus on college planning (“capstone” refers to a student’s final course of subject mastery in a higher education setting). And, included “Partners” in the name to signify their intent with client relationships — that is, a real partnership built on trust and not just a one-time sales transaction. Now, with Capstone College Partners, he’s on a mission to educate other financial advisors to raise the bar on college funding advice and help end the student loan crisis, one family at a time.

 

Event Description: Paying for college is the number one financial concern facing mass-affluent Gen X parents. Often, these are families that will not qualify for need-based financial aid, and yet they don’t have the resources to write a check for tuition. The cost of college continues to rise at twice the rate of inflation and American student loan debt has ballooned from $240 Bill in 2003 to over $1.5 Trill in 2018.  The stress and anxiety of how to pay for an education that could cost $100,000 to $250,000 per child is daunting. Most financial advisors are not providing adequate college funding advice. We were never taught how or why to provide real solutions for families with college-bound teens. In this powerful 60-minute session you’ll learn the innovative College Pre-Approval™ process to help families navigate the college funding maze.

 

About Capstone College Partners: Capstone College Partners is on a mission to end the student loan crisis one family at a time. Built on the foundation of their College Pre-Approval™ process, they provide training, resources, software and thought leadership to raise the bar in college funding advice across the financial planning community.

 

 

Derek Lau is a Relationship Manager at First Republic Bank and has worked there since 2011. To learn more about First Republic’s competitive Student Loan Refinance program please contact Derek at (619) 338-1541 or dlau@firstrepublic.com. More information HERE

Michael Diephouse is the RIA Support Team Lead for ScholarShare 529, California’s College Savings Plan. To learn more about how Michael can help answer college savings questions for your clients, please contact him at (949) 809-2695 or MDiephouse@tiaa.org. More information HERE

Tickets

$10.00 Breakfast Member Ticket

$25.00 Breakfast Non-Member Ticket