Paying for College: Savings Vehicle Choices and Their Impact on Financial Aid - Boston, MA

Feb 25, 2014 12:00pm -
Feb 25, 2014 01:30pm

Event Description


American Association of Attorney-CPAs

Paying for College: Savings Vehicle Choices and Their Impact on Financial Aid


New England Chapter Meeting  

February 25, 2014 (Snow day February 28)

Sponsored and Hosted by Fiduciary Trust Company 

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.   





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 November 4-8, 2014
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Program Description

"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®

Vice President  

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.


Meeting Information

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 or 888-ATTY-CPA ext. 2.



AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.

Accounting CPE/Legal CLE/MCLE

The American Association of Attorney-CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its  website A brochure with full details of the program is available from the association at 888-288-9272. These programs meet the NASBA standards of 1 (50 minute) hour of instruction.  








Event Type:Chapter Meeting
Early registration ends on Dec 15, 2013.
Regular registration starts on Dec 16, 2013 and ends on Feb 24, 2014.
Late registration starts on Feb 25, 2014.