I’m on a mission to end the student loan debt crisis.
Through my speaking engagements, I guide advisors, families, and students through the college planning process. I’ve spoken at:
- Advisor conferences
- Keynote speeches
- High school students and parents
- Industry-facing webinars
Through presentations and keynotes, he’s helping to empower advisors to leverage tried and true practices to grow and scale successfully by eliminating the stress and anxiety of paying for college. Joe has been a featured speaker for national industry events such as FPA Annual Conference and Retreat, NAPFA’s National Conference, FPA NorCal, and
full day pre conference workshops at the XYPN Live Conference.
Popular Advisor Presentations
The Future of Financial Aid - What Every Advisor Needs to Know
The FAFSA Simplification Act will make sweeping changes to an already confusing and complex financial aid process. With great change comes great opportunity. Join us to learn what challenges the new law of the land creates for families and more importantly the planning opportunities that advisors need to know to help their clients get the most financial aid and cut the cost of college.
Upon course completion, you will be able to:
- Learn how the FAFSA Simplification Act will impact college students and their families
- Project a family’s financial aid and out of pocket cost at individual institutions
- Understand the key differences in the federal and institutional formulas used to determine a family’s need based financial aid eligibility
- Learn what we are hearing from inside financial aid offices across the country
- Income and asset strategies to maximize financial aid offers
What is the one thing that you want attendees to walk away from your session and do? *
Raise the bar in their college funding advice. I want advisors to leave this session feeling empowered with the knowledge they need to have more meaningful late stage college planning conversations with their clients and help them make more informed college buying decisions.
Having the College Money Talk With Families (An Advisor Perspective)
April is Financial Literacy Month. Raising awareness about the importance of financial literacy and the need for effective financial education. College provides a tremendous opportunity to educate young adults on how to make a financially responsible buying decision.
Choosing a college is all too often an emotional decision.
Facilitating a pragmatic money conversation as a family with your clients can greatly reduce the amount of stress, anxiety, and fear involved in the process and ensure students graduate with manageable student loan debt without robbing mom and dad’s retirement.
In this webinar, you will learn how to facilitate a great money conversation with your college-bound parents and student, by:
- Being the guide your clients need so they can be the hero for their children
- Openly discussing budget, loans, and expectations
- Deciding how much of the financial responsibility the student will take on
- Choosing a college that matches your student academically, personally, and financially
- Understanding how to create smart lending strategy
- Exploring the financial realities of life after college
Join us to learn how you can be the guide that families desperately need to navigate the college funding maze and make more informed college buying decisions. Ap
- Upon course completion, you will be able to:
- Help a family set and communicate their family college funding philosophy
- Understand how to create a smart lending strategy
- Create a college funding plan and ensure students graduate with manageable debt without robbing retirement
- Better understand the behavioral and emotional aspects of college funding
Joe is my go-to expert for all things college planning. His fee-for-service, fiduciary approach, is a breath of fresh air in a world that has seen a lot of abuse from the insurance industry. He's an excellent speaker and trainer, and I highly recommend his work!
Alan Moore, MS, CFP®Director Of Speeding Things Up & Co-Founder XY Planning Network
Joe’s great. I enjoy his trainings, he puts a lot of energy into them. He obviously has a lot of experience in the area, he’s a college geek – he knows his stuff!
Dean Lyman, CFP®Your Financial Partnership
This is people’s biggest expense. So, why not put a lot more thought into it [college planning], and strategy?