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DTSTART:20170301T170000Z
DTEND:20170301T180000Z
LOCATION:Moody, Famiglietti & Andronico, 1 Highwood Drive, Tewksbury  
UID:1430120170301T170000ZCollege Planning 
DTSTAMP:20260617T212129Z
DESCRIPTION:\n \n ------\n\nPlease 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. \n ------\n\nEvent Description \nMr. Guarino will talk about all aspects of planning for college, including: \n 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 ------\n\nRegistration\n \nThere is no charge for this event, but online registration is required. \nLunch will be provided by Moody, Famiglietti & Andronico. \n ------\n\nAbout our speaker\n \nJames 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.\n \nGuarino'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.\n \n \n \nIn 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.\n \n \n \nGuarino 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. \n \n \n ------\n\nThank you to our Event Sponsor\n \n\n \n \n ------\n\nThank you to our Elite Annual Sponsor\n \n\n
SUMMARY:College Planning  - Essex County Estate Planning Council 
PRIORITY:3
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