In this episode, our host, Financial Education Specialist Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, has a conversation with Jackie Cummings Koski, HSAe, CEPF®. Jackie is a financial literacy advocate and Certified Educator in Personal Finance as well as the author of “Money Letters 2 my Daughter,” which was awarded the “Excellence in Financial Literacy Education” (EIFLE) Award. She was also recognized with a Congressional Commendation for accomplishments in the field of financial literacy from the U.S. House of Representatives. Jackie shares her story about growing up with limited financial means and learning her way to financial independence after her divorce by investing in the stock market. She also touches on the role communities play in building and managing wealth and the value of educating and helping people early in their wealth-building journey. Please listen to the disclosures at the end of this podcast or read disclosures at the bottom of this page.
Disclosure Information:
This presentation from Ballentine Partners was intended for educational purposes only. Nothing herein should be construed as investment advice or a solicitation to invest in any security. The host is a current employee of Ballentine Partners. As an employee, the host is being compensated to participate in this podcast. The guest is not a client or employee of Ballentine Partners. Their remarks do not necessarily reflect Ballentine Partners’ opinions or positions. They have not been compensated to participate in this podcast. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Ballentine Partners or from any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Ballentine Partners’ current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.ballentinepartners.com. Please listen to the additional Important Disclosure Information at the end of this podcast. Please Remember: Past performance may not be indicative of future results. Ballentine Partners is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Please Also Remember: If you are a Ballentine Partners’ client, please contact Ballentine Partners, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently.
