Capstone Wealth Partners

It's Never Too Early to Act Capstone Wealth Partners Ohio

It’s Never Too Early to Act – OSCPA Spotlight Video [Part 1 of 5]

Reading time: 5 mins

Today’s post is the first in a 5-part video series that we will be featuring on our blog over the next few weeks. The video series was recently produced as a continuing education program for the Ohio Society of Certified Public Accounts (OSCPA).  Hosted by the OSCPA Communications Director, Gary Hunt, the videos feature 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 will have a runtime of about 5-7 minutes, and will touch on the main components of how to pay for college. And best of all, it’s delivered in plain English!


“It’s Never Too Early to Act”

Here’s Video 1, “It’s Never Too Early to Act”, in which Joe and Susan discuss the initial conversations a family should have around college affordability.


Questions, feedback, or other ideas?

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

Stay tuned next week for Video 2, “Starting With the FAFSA”!

About the Author

Picture of Joe Messinger, CFP®

Joe Messinger, CFP®

Joe Messinger, CFP®, ChFC, CLU, CCFC is on a mission to end the student loan crisis one family at a time. He created the innovative College Pre-Approval™ system and has trained thousands of advisors across the country on how to seamlessly guide families through the college-funding maze with confidence and ease.

Messinger is a Co-Founder of College Aid Pro™, the award winning FinTech solution that takes the hassle out of late-stage college planning. A proud graduate of Penn State University, he is also Partner and Director of College Planning at Capstone Wealth Partners, a fee-only RIA.

Joe serves as a member of the Advisory Board for the American Institute of Certified College Financial Consultants (AICCFC) and the NAPFA Foundation College Affordability Project.

He is known as an industry thought leader in the area of college financial planning. He regularly speaks at industry conferences for the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), and the XY Planning Network (XYPN). His work has been featured in The Journal for Financial Planning, Financial Advisor Magazine, US News, and Bloomberg to name a few.

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

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:

Follow Us: