About our Sponsor and Host
Fiduciary Trust Company is an independent, mid-sized trust company with more than 100 years of experience in providing investment management, planning, trust, and family office services to high net worth individuals and their families. Fiduciary Trust provides objective, client-focused wealth management services that help families and individuals meet their financial goals and pass on wealth with confidence.
Upcoming National Events
May 2-4, 2014
Atlantic City, NJ
Annual Meeting & Education
July 2-7, 2014
Waterfront Beach Resort
Huntington Beach, CA
Fall Meeting & Education
November 4-8, 2014
Click HERE to view all events
"Paying for College: Savings Vehicle Choices and Their Impact on Financial Aid" will explore the financial aid systems utilized by colleges and universities and review a number of common approaches to both saving for and paying for college. The impact of various savings vehicles and asset ownership on the financial aid calculation will also be discussed, as will the difference between merit and need based aid.
About the Presenter
Jody R. King, CPA, JD, RLP®
Jody R. King joined Fiduciary Trust in 2005, where she integrates estate and financial planning with wealth management for high net worth families. Prior to joining Fiduciary, Ms. King was a Director at Northstar Advisors LLC and a Senior Manager in Ernst & Young LLP's Personal Financial Counseling Group. At both Northstar and Ernst & Young she focused on sophisticated estate, financial, and tax planning strategies for ultra high net worth families.
Ms. King received a B.A. from Doane College, summa cum laude with a double major in accounting and psychology, and a J.D. from New England School of Law, magna cum laude. She was an Executive Case and Note Editor for the New England Law Review. She is a Certified Public Accountant, is admitted to the Massachusetts Bar, and is a Registered Life Planner. Ms. King is the immediate past-President of the Board of Trustees of Glen Urquhart School in Beverly Farms, Massachusetts, where she continues to serve on its Investment Committee.
Date: Tuesday, February 25, 2014 (Snow day: Feb. 28)
Time: 12:00-1:30pm (Lunch provided by Fiduciary Trust)
Location: Fiduciary Trust Company
175 Federal Street
Boston, MA 02110
Parking: Zero Post Office Square Parking Garage - Click here for directions
Education Credit: 1 CPE credit
Cost: FREE for Members, Guests and Non-Members
Click here to register online or here to download a registration form. Questions may be directed to firstname.lastname@example.org or 888-ATTY-CPA ext. 2.