College Planning

Date: Wednesday, March 1, 2017
Time: 12:00pm - 1:00pm
Location: Moody, Famiglietti & Andronico, 1 Highwood Drive, Tewksbury
Speaker: James Guarino, CPA/PFS, CFP, MST, Moody, Famiglietti & Andronico

 

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. 

Event Description 
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
  • Loans
  • Thinking Outside the Box – Creative Ways to Lower the Cost of College

Registration

There is no charge for this event, but online registration is required.
Lunch will be provided by Moody, Famiglietti & Andronico. 

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.

Guarino's thought leadership is reflected in various local and national media through speaking and authoring engagements, seminars and presentations. His work has been published in a variety of AICPA and MSCPA articles and he has been quoted in the Wall Street Journal, Forbes and the Boston Business Journal.

 

In addition to his role at MFA – Moody, Famiglietti & Andronico, Jim is also a Partner at MFA Asset Management, LLC, an MFA affiliate company delivering wealth management and institutional consulting services to the discerning investor who is seeking more from their financial partner.

 

Guarino holds a MST in Taxation from Bentley University and a BS in Accounting from Merrimack College and is a member of numerous professional and community organizations. 

 

Thank you to our Event Sponsor

 

Thank you to our Elite Annual Sponsor

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