Capstone Wealth Partners Capstone Wealth Partners
MENUMENU
  • Our Story
  • What We Do
    • Our Process
    • Services & Pricing
  • Resources
    • Blog
    • eBooks
    • Videos
    • Events
    • Advisor Resources
  • Contact
  • Schedule a Call
Capstone Wealth Partners Capstone Wealth Partners
MENUMENU
  • Our Story
  • What We Do
    • Our Process
    • Services & Pricing
  • Resources
    • Blog
    • eBooks
    • Videos
    • Events
    • Advisor Resources
  • Contact
  • Schedule a Call

Determining The Bottom Line – OSCPA Spotlight Video [Part 3 of 5]

By Ryan Sheppard, ChFC®

November 22, 2014

< 1 min READ

Welcome to the third video post in our 5-part series, originally produced in conjunction with the Ohio Society of Certified Public Accountants (OSCPA). Hosted by the their Communications Director, Gary Hunt, the discussion continues with two local college planning experts in an interview style format.

  • Joe Messinger, CFP® (co-founder here at CWP)
  • Susan Kannenwischer (Director of Financial Aid at Capital University)

Each video has a runtime of about 7 minutes, and touches on the main components of how to pay for college. Best of all, it’s delivered in plan English!

Note – if you missed last week’s video post on FAFSA fundamentals, you can check it out here!


“Determining The Bottom Line”

Here’s Video #3, “Determining The Bottom Line”, in which Joe and Susan further discuss the financial inputs on the FAFSA (Free Application for Federal Student Aid), as well as a few quick examples.


Questions, feedback, or other ideas?

We’d love to hear what you think in the comments section below.

Stay tuned next week for Video #4, “Consider An Innovative Path”!

Ryan Sheppard, ChFC®

Author

Ryan Sheppard, ChFC®
Ryan Sheppard is a financial planner and co-founder of Capstone Wealth Partners, an independent Registered Investment Adviser based in Columbus, Ohio. He has a degree in Economics from Ohio State and has earned the ChFC® (Chartered Financial Consultant) designation for advanced knowledge in financial planning. Ryan has 10+ years of direct client experience, and serves as the firm's COO.

SHARE:

  • Facebook
  • Twitter
  • LinkedIn

RELATED ARTICLES

Don’t Let the College Dream Become a College Nightmare Thumbnail

College

Don’t Let the College Dream Become a College Nightmare

Ryan Sheppard, ChFC®

October 19, 2022

  7507 Views
New Student Loan Forgiveness Plan Thumbnail

College

New Student Loan Forgiveness Plan

Ryan Sheppard, ChFC®

September 13, 2022

  555 Views
3 Tips for Investing Wisely in a 529 Plan Thumbnail

College

3 Tips for Investing Wisely in a 529 Plan

Ryan Sheppard, ChFC®

May 13, 2022

  4264 Views
What Happens When You Can’t Pay Your Student Loan Bill? Thumbnail

College

What Happens When You Can’t Pay Your Student Loan Bill?

Ryan Sheppard, ChFC®

April 28, 2022

  5501 Views
College-Money-Report

Get the Free College Money Report – customized for you – and know before you go!

Get My Report

No spam, guaranteed.
Please read our Privacy Policy.

ABOUT OUR BLOG:

Capstone Wealth Partners is a fee-only independent Registered Investment Advisor in Columbus, Ohio. We are financial planners for college-bound families

The Capstone Blog offers up our best ideas on how to save and pay for college, all while staying on track for a confident retirement.

FILTER BY CATEGORY:

  • College
  • College Planning
  • Financial Planning
  • In The News
  • Investing
  • Retirement
  • Tax Planning

FOLLOW US:

 

Capstone Wealth Management Logo

GET IN TOUCH

The Millennium
6037 Frantz Road
Suite 104
Dublin, Ohio 43017

(614) 754-7805

Book Joe to Speak

UPCOMING EVENTS

Feb 22
7:00 pm - 8:30 pm

Smart Money Moves for the College-Bound™ WEBINAR

View Calendar

FOLLOW US

 
Client Corner
© 2020 Capstone Wealth Partners
  • Privacy Policy
  • Form ADV
  • Advisor Resources
  • Accessibility Feedback