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 is a founding partner of Liberty One Wealth Advisors, Jacky is responsible for designing and implementing financial plans for clients. He has dynamic experience in retirement strategies and planning for liquidity events. Prior to co-founding Liberty One Wealth Advisors, Jacky was a Wealth Advisor at Merrill Lynch for 6 years. Jacky has helped his clients work toward their financial goals since 2012. Jacky is a University of Florida graduate and was awarded the CERTIFIED FINANCIAL PLANNER™ certification by the Certified Financial Planner Board of Standards, Inc.
Jacky is a first generation born to Haitian immigrants in South Florida. He relocated to Philadelphia in 2014, and instantly fell in love with the city. Jacky is an advocate for mentoring and community involvement. He is a Big Brother with Big Brothers Big Sisters and serves as Co-Chair on its Philadelphia Regional Advisory Board.