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The Fundamentals of Financial Planning

Wednesday, April 10, 2019
5:30 PM – 6:00 PM Registration
6:00 PM – 7:30 PM Program

200 S. Broad Street
Suite 700

Philadelphia, PA 19102
Approximately three out of every four millennials in the United States have some form of debt, according to a 2018 NBC News/GenForward survey. Therefore, as young professionals, it is essential to have sound financial habits and make smart investment decisions. This workshop will provide an overview of effective financial planning practices featuring short presentations on retirement plans, such as Roth & Pre-Tax, budgeting, and home financing and buying considerations.

Speakers (to date):
Stephanie A. Bittner, Community Outreach and Education Manager, Clarifi
Gina Parissi, CFP, Wealth Strategy Analyst, PNC, Hawthorn Group
Adam Brian Bykowski, Financial Services Professional, MassMutual Eastern Pennsylvania


YPC Member
YPC Non-Member


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Registration/Cancellation Policy:
Pre-registration is necessary, availability is not guaranteed for walk-ins. Payment is required upon registration/entrance. No refunds will be given one week prior to program/event. Substitutions may be made. Tickets will be held at the door. Reserved seating for tables of 10 only. Please advise your guests that tickets will be held at the door under your company name.

Attendee Policy:
Chamber programs are privately sponsored events with a structured format. No demonstrations or other disruptions will be tolerated. Violation of this policy may result in the attendee's removal from the premises without refund, in addition to possible legal remedies.

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