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DTSTART;TZID=America/New_York:20260204T190000
DTEND;TZID=America/New_York:20260204T200000
DTSTAMP:20260417T054813
CREATED:20260114T191136Z
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UID:4129-1770231600-1770235200@capstonewealthpartners.com
SUMMARY:Smart Money Moves for the College-Bound™ (St. Charles Preparatory School\, PRIVATE)
DESCRIPTION:Capstone Wealth Partners is excited to be presenting Smart Money Moves for the College-Bound™ WEBINAR in partnership with St. Charles Preparatory School.\nDuring this presentation\, you will learn: \n* Key differences in the FAFSA and CSS Profile\n* How to find schools that will be the most generous with financial aid and scholarship money.\n* Strategies available for high income families to get more free money for college.\n* How to have the college money talk with kids.\n* How to successfully appeal to colleges for more scholarship money. \nJoin nationally recognized college planning expert\, Joe Messinger\, CFP®\, ChFC\, CLU\, CCFC\, to become an informed consumer of higher education and find ways to save BIG on the cost of college. \nAll who register will receive a recording of the webinar\, so if you can’t make the live\, no worries! \nThis is a private event\, so if you need to register or are having difficulties registering\, please contact us.
URL:https://capstonewealthpartners.com/event/smart-money-moves-for-the-college-bound-st-charles-preparatory-school-private/
LOCATION:Webinar
CATEGORIES:College Planning
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DTSTART;TZID=America/New_York:20260211T190000
DTEND;TZID=America/New_York:20260211T200000
DTSTAMP:20260417T054813
CREATED:20260114T191402Z
LAST-MODIFIED:20260128T211429Z
UID:4130-1770836400-1770840000@capstonewealthpartners.com
SUMMARY:College Costs Series: Understanding & Challenging Your Aid Package
DESCRIPTION:Congratulations! You’ve received your college acceptance letters — but the financial aid offer at your top-choice school isn’t quite what you expected. Before you let your “dream school” slip away\, it’s time to learn how to advocate for the funding YOU deserve.\nThe college financial aid process doesn’t have to end with your initial award letter. In this session of our College Costs Series\, we will pull back the curtain on the “appeals” process\, showing you how to strategically request more aid. \nWhether your family has experienced a recent financial shift or you simply want to leverage a better offer from a competing institution\, we will give you the tools to bridge the gap. \nWhat We Will Cover: \n\nDeciphering the Award Letter: Learn how to identify “gift aid” (grants and scholarships) vs. “self-help aid” (loans and work-study) to find your true out-of-pocket cost.\nSpecial Circumstance Appeals: How to formally request a “Professional Judgment” review if your family has experienced a significant change\, such as job loss\, medical expenses\, or divorce\, that isn’t reflected on the FAFSA.\nCompetitive Appeals & Matching: Strategies for using offers from other colleges to negotiate a more competitive package at your preferred school.\nBudget & Dependency Appeals: Understanding how to challenge your Cost of Attendance (COA) or request a dependency override in unique situations.\nThe Appeal Timeline: Knowing when to reach out to the financial aid office to maximize your chances of success before funds run out.\n\nWho Should Attend: \n\nHigh school seniors and their parents navigating the spring “decision window.”\nCurrent college students whose financial situations have changed mid-year.\nGuidance counselors looking to support families in the negotiation process.\n\nDon’t leave money on the table. Join us for this interactive session and walk away with a clear action plan and the confidence to challenge your aid package. Click the link below to reserve your spot now. \nRESERVE YOUR SPOT
URL:https://capstonewealthpartners.com/event/college-costs-series-understanding-challenging-your-aid-package/
LOCATION:Webinar
CATEGORIES:College Planning
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260211T190000
DTEND;TZID=America/New_York:20260211T200000
DTSTAMP:20260417T054813
CREATED:20260320T175150Z
LAST-MODIFIED:20260406T033434Z
UID:4380-1770836400-1770840000@capstonewealthpartners.com
SUMMARY:College Costs Series: Understanding & Challenging Your Aid Package
DESCRIPTION:Congratulations! You’ve received your college acceptance letters — but the financial aid offer at your top-choice school isn’t quite what you expected. Before you let your “dream school” slip away\, it’s time to learn how to advocate for the funding YOU deserve. \nThe college financial aid process doesn’t have to end with your initial award letter. In this session of our College Costs Series\, we will pull back the curtain on the “appeals” process\, showing you how to strategically request more aid. \nWhether your family has experienced a recent financial shift or you simply want to leverage a better offer from a competing institution\, we will give you the tools to bridge the gap. \nWhat We Will Cover: \n\nDeciphering the Award Letter: Learn how to identify “gift aid” (grants and scholarships) vs. “self-help aid” (loans and work-study) to find your true out-of-pocket cost.\nSpecial Circumstance Appeals: How to formally request a “Professional Judgment” review if your family has experienced a significant change\, such as job loss\, medical expenses\, or divorce\, that isn’t reflected on the FAFSA.\nCompetitive Appeals & Matching: Strategies for using offers from other colleges to negotiate a more competitive package at your preferred school.\nBudget & Dependency Appeals: Understanding how to challenge your Cost of Attendance (COA) or request a dependency override in unique situations.\nThe Appeal Timeline: Knowing when to reach out to the financial aid office to maximize your chances of success before funds run out.\n\nWho Should Attend: \n\nHigh school seniors and their parents navigating the spring “decision window.”\nCurrent college students whose financial situations have changed mid-year.\nGuidance counselors looking to support families in the negotiation process.\n\nDon’t leave money on the table. Join us for this interactive session and walk away with a clear action plan and the confidence to challenge your aid package. \nCLICK HERE TO REGISTER NOW!
URL:https://capstonewealthpartners.com/event/college-costs-series-understanding-challenging-your-aid-package-2/
LOCATION:Webinar
CATEGORIES:College Planning
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260414T190000
DTEND;TZID=America/New_York:20260414T200000
DTSTAMP:20260417T054813
CREATED:20260406T033909Z
LAST-MODIFIED:20260406T033909Z
UID:4527-1776193200-1776196800@capstonewealthpartners.com
SUMMARY:Smart Money Moves for the College-Bound™ (Alabama School of Fine Arts)
DESCRIPTION:Capstone Wealth Partners is excited to be presenting Smart Money Moves for the College-Bound™ WEBINAR in partnership with the Alabama School of Fine Arts\, Indian Springs School\, Homewood High School\, and Mountain Brook High School. \nDuring this presentation\, you will learn: \n* How much colleges think you can afford vs. how much your family can afford\n* The key differences between the FAFSA and CSS Profile\n* How to find schools that will be the most generous with financial aid and scholarship money\n* How to have the college money talk with kids\n* How to successfully appeal to colleges for more scholarship money\n* The college funding gap and resulting student loans\n* How to access your FREE College Money Report™ that will tell you exactly how much you’ll have to pay for college… down to the penny! \nJoin nationally recognized college planning expert\, Joe Messinger\, CFP®\, ChFC\, CLU\, CCFC to become an informed consumer of higher education and find ways to save BIG on the cost of college. \nAll who register will receive a recording of the webinar\, so if you can’t make the live\, no worries! \n(This is a private event for families with students at the Alabama School of Fine Arts\, Indian Springs School\, Homewood High School\, and Mountain Brook High School. If you have any questions about the webinar\, please contact us at info@capstonewealthpartners.com.)
URL:https://capstonewealthpartners.com/event/smart-money-moves-for-the-college-bound-alabama-school-of-fine-arts/
CATEGORIES:College Planning
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260415T190000
DTEND;TZID=America/New_York:20260415T200000
DTSTAMP:20260417T054813
CREATED:20260114T191640Z
LAST-MODIFIED:20260406T033713Z
UID:4132-1776279600-1776283200@capstonewealthpartners.com
SUMMARY:College Costs Series: Smart Payment Strategies
DESCRIPTION:We hear it all the time\, “If you get into college\, we’ll make it work.” \nBefore you sign on the dotted line and commit to one of the BIGGEST investments of your life\, you NEED a plan that covers more than just the first semester. \nJoin Estrela Consulting and me for this webinar where we’ll move you beyond the college savings basics and help you build a comprehensive roadmap for all four years — down to the penny. \nDuring this webinar\, we will cover: \n\nMaximizing Assets: How to best utilize your 529 plan and identify other assets that can be applied to college costs.\nOptimizing Cash Flow: Strategies for managing ongoing expenses during the college years.\nSmart Lending: Understanding the different types of loans available and determining exactly when to use them.\nComprehensive Planning: How to build a total funding strategy before you commit to the first bill.\n\nDon’t go into the college years guessing. Join us on April 15th at 7 p.m. to learn how to build the perfect strategic payment plan that works for your family — and your wallet. \nCLICK HERE TO REGISTER NOW
URL:https://capstonewealthpartners.com/event/college-costs-series-smart-payment-strategies/
LOCATION:Webinar
CATEGORIES:College Planning
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