|SCHEDULE A 1-ON-1 APPOINTMENT WITH GRACE
|REQUEST A FINANCIAL LITERACY EVENT
Each spring, a series of lectures are held on each campus hosting professionals from
the fields of home loans, financial planning, and debt repayment. See below for recordings
of certain lectures.
Loan Repayment 2017 Presentation for All Students
Loan Repayment 2016/2017 (Philadelphia) Lecture
Loan Repayment 2016/2017 (GA-PCOM) Lecture
View these sessions for an in-depth review of Federal and Private Student Loans and a discussion of some key repayment strategies to implement so you can get the most out of the programs available for managing student loan debt.
Grace Taylor, PCOM Debt Management Counselor
Schedule a 1-on-1 Loan Repayment Counseling Session with Grace by visiting www.calendly.com/graceta
Financial Planning in Residency Panel 2017 Recording
Join PCOM DO residents for a discussion about their financial goals and challenges during the residency years. The Panelists will introduce themselves and speak about their experiences so far in residency, specifically reflecting on their money management skills and loan repayment strategies. This panel presentation was a live webinar event held on April 27, 2017
Dr. Marla Osborne, DO - Hunterdon Family Medicine, Flemington, NJ
Dr. Mitchell Crawford, DO - Harvard Medical School, Boston, MA
David Minarcik and Bryan Saylor from Legacy Planning Partners present on financial planning principles to understand before graduation. This session is pertinent to students in all programs but features some specific information for DO students heading into their residency years.
Legacy Planning Partners, LLC
David Minarcik, Advisor
Bryan Saylor, Certified Financial Planner (CFP)
Part 1 - Conventional Mortgages
Part 2 - Doctoral Home Loan Programs
These sessions are good for gaining basic knowledge about various mortgages and how they work, as well as specific details about doctoral home loan programs.
First Choice Loan Services, Inc.
Victoria McClatchy, Certified Mortgage Planner
Stuart Drew, Sales Manager
Daniel Frank, Vice President & CFO