Product Description

Education can change the trajectory of a person’s life, but education can be expensive. Proper planning can help make the associated costs more manageable. This new seminar explores approaches to saving for education and discussion of how to actually pay for the costs. Hear the faculty analyze the reasons particular approaches may be utilized, along with the advantages and disadvantages of each. Learn to properly counsel a variety of your clients on how to approach education funding in their particular situation.

Agenda & Materials

• 9:30 - 10:15 am

  What Are Some of the Approaches in Saving for Future Education Costs?

  – 529 Plans
  – Irrevocable trusts
  – UTMA accounts
  – Parental savings

  Jody R. King, Esq., Fiduciary Trust Company , Boston
  Bianca McLaughlin, Fiduciary Trust Company , Boston
  
• 10:15 - 11:15 am

  How to Actually Pay for Education Costs

  – Filing the FAFSA (Free Application for Federal Student Aid) and its recent changes
  – Completing school-specific financial aid forms (such as CSS Profile)
  – Grants
  – Scholarships (merit and needs-based)
  – Savings (including vehicles noted above)
  – Gifts (tuition versus other costs)
  – Types of loans (and how to pay them off)
  – Gifts
  – Stipends for graduate school
  – Employment income
  

  Jody R. King, Esq., Fiduciary Trust Company , Boston
  Bianca McLaughlin, Fiduciary Trust Company , Boston
  
• 11:15 - 11:30 am

  "Ask the Experts" Q&A Session and Key Takeaways

  Panel
  

Please Note

MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Chair

Faculty