College Pre Approval™ Experience
with Joe Messinger
Paying for college tuition is the #1 financial concern for most mass-affluent Gen X families. The College Pre Approval™ process guides clients through a process that allows families to save on the cost of college, and eliminate the stress & anxiety they have around paying for it. When you learn how to help families solve their #1 financial concern, you're setting yourself apart from every other advisor, and building the trust and confidence that leads to lifelong client relationships. Get on the path to become part of the 1% who really "get" college planning. Includes morning coffee and a catered lunch.
- Cost: $499
- When: Sunday, September 23, 8:30 am - 4:30 pm
- How: Register here
Student Loan Immersion Workshop
with Heather Jarvis
- Cost: $499 (XYPN LIVE attendees, use the code XYPN18 to receive $100 off the regular rate.)
- When: Sunday, September 23, 8:30 am -4:30 pm (includes Master Class from 3:00-4:30 pm)
- How: Register here
- Cost: $99
- When: Sunday, September 23, 3-4:30 PM
- How: Click here to register for the Master Class Only
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Diversity & Inclusion: Does it Really Matter?
with Audra Bohannon
In the world of financial planning, what role does diversity and inclusion play? What is its relevancy? What is its importance? Engage in a 3-hour workshop that will delve into the world of diversity and inclusion: unconscious bias —what it looks like and why it’s so resistant to logic; how reactions to differences can hinder or help; what does it really take to embrace differences to improve performance and increase one’s client base. Come to the session prepared to “sit in the truth” about diversity and inclusion and understand ways to leverage diversity and inclusion to gain new business.
- Cost: This pre-conference is complimentary to XYPN LIVE attendees, brought to you by the XYPN Diversity Committee.
- When: Sunday, September 23, 1:30 - 4:30 PM
- How: Click here to register
Dimensional Funds Advisors Foundations Conference
This is a one-day event designed for advisors who do not currently have a business relationship with Dimensional. The conference features senior-level Portfolio Managers and Regional Directors who speak on foundational topics, such as research on the dimensions of investing, Dimensional’s philosophy and integrated investment process, and the equity and fixed income strategies available to advisors.
- Cost: There are no fees associated with this event.
- When: Thursday, September 27, 8:00 AM - 5:00 PM*
- How: Click here for registration information
*offered as an add-on event; priced separately; please register with DFA.
Audra Bohannon is a Senior Partner for Korn Ferry Hay Group. For over 30 years, Ms. Bohannon has delivered strategic leadership and business consultation solutions that have helped move people and organizations toward their desired performance results. In her current position, Ms. Bohannon brings keen analysis and outcome-driven expertise on issues related to optimizing the contribution of a global workforce and advancing women worldwide. Her portfolio of client organizations served includes a broad range of U.S. and global industries and businesses, including building and consumer products, financial services, food and beverage, healthcare, manufacturing and retail, pharmaceutical, technology and communication, and transportation. Beyond Korn Ferry, Ms. Bohannon sits on the national boards of Community Builders and Accelerated College Experiences (ACE), and she serves on the Human Resources Committee of Big Sister Association of Greater Boston.
Joe Messinger, CFP®, ChFC®, CLU® is a leading authority on late-stage college funding. He frequently speaks to organizations and parent groups such as BMI Credit Union, Westerville City Schools, At the Core, CollegeWire, and I Know I Can, among others. He is also a highly regarded thought leader in the financial planning community. He is frequently asked to speak at industry conferences about his College Pre-Approval™ process providing continuing education for CPAs and CFPs™ through the FPA, XYPN, and OSCPA, and has been published in the Journal of Financial Planning.
- 16 years of financial services experience
- B.S. from Penn State in 2000
- Certified Financial Planner (CFP®) in 2014
- Chartered Financial Consultant (ChFC®) in 2011
- Member of FPA (Financial Planning Association)
- Columbus Business First “Forty Under 40” Class of 2013
Heather Jarvis graduated from Duke University School of Law cum laude owing $125,000 in student loans and facing 30-years’ worth of $1,200 monthly payments. She has contributed to student debt relief policy for the House Education Committee and others in Congress, and has dedicated her professional efforts to advancing public service loan forgiveness which allows recent graduates to dedicate their careers to the greater good. Heather leads efforts to establish and expand student debt relief programs and to inform borrowers, schools, and employers about how to benefit from available debt relief programs.
Widely recognized by school professionals and media representatives as an expert source of information, Heather has trained thousands of students and professionals and is sought after for her sophisticated legal knowledge and accessible teaching style.