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Financial Planning for Families

  • Kith + Kin 3060 West Jefferson Street Philadelphia, PA, 19121 United States (map)

When should I start saving for college? 

Does it make sense to refinance my home right now? 

Do I need to keep a balance on my credit card in order to increase my score? 

Should I focus on paying down student loans or saving for a house?

 As professional and personal priorities increase, your financial life may linger on the back burner, creating risks and missed opportunities. Please join the Kith & Kin community in learning the basics of financial planning for you and your family. 

 Discuss topics including, but not limited to: 

-establishing financial goals

-debt management

-college planning

-building credit (for you and your little ones too!)

-purchasing your first home

There will be a question and answer session following the presentation.

+ FREE
+ pre-registration required

About the facilitator:

Jacky Petit-Homme began his career in finance in 2012 providing insurance consulting and retirement planning for families and business owners. Jacky joined Merrill Lynch in 2015 and works there as a Financial Advisor and Senior Portfolio Advisor. Jacky works closely with his clients to help build and implement custom plans to achieve their financial goals. Jacky was awarded the CERTIFIED FINANCIAL PLANNER™ certification by the Certified Financial Planner Board of Standards, Inc.