Please join the Essex County Estate Planning Council on Wednesday, March 1, 2017, from noon to 1pm, for a Lunch & Learn event featuring James Guarino, CPA/PFS, CFP, MST, of Moody, Famiglietti & Andronico, who will discuss all aspects of college planning.
Mr. Guarino will talk about all aspects of planning for college, including:
- College Affordability
- Retirement vs. College Education – Choices
- College Savings Options
- Tax Advantaged Savings Vehicles & Leveraging Available Tax Credits/Deductions
- Financial Aid
- Thinking Outside the Box – Creative Ways to Lower the Cost of College
About our speaker
James Guarino has more than 30 years of experience providing tax consulting, financial and business planning guidance to individuals, fiduciaries and business owners. He advises clients on succession planning strategies while providing them with day-to-day tax, accounting and financial consultation. Jim is sought after by high net worth individuals and family office clients seeking assistance in implementing strategic tax planning and comprehensive wealth management solutions. He also provides “Personal CFO” services to those select clients who are looking for family governance assistance.
Thank you to our Event Sponsor
Thank you to our Elite Annual Sponsor