![Financial Planning Day.png](/sites/default/files/styles/2_1_small/public/2024-08/15704.png?h=b530fb14&itok=2kGKovLr)
10:00 - 11:30
United States
Learn more about asset allocation for your portfolio, how to approach your finances with good behaviors, bond investing with higher and lower (?) interest rates, and thoughts on alternative investments like Real Estate Investment Trusts (REITS), commodities and crypto.
Moderated by Meredith Johnson, CPA, CFP ®, BPM. The panel includes Gretchen Hollstein, CFP ®, Litman Gregory Wealth Management, Tanya Steinhofer, CFP ®, Redwood Grove Wealth Management, and April Antonio, CFP ®, Aspiriant
All Financial Planning Day workshops will be live-streamed. For in-person attendance, the workshops will be streamed in the 5th Floor Learning Studio. All programs are offered by Financial Planning Association of San Francisco.
Financial Planning Day
Discover valuable financial planning resources, including free, objective one-on-one counseling from CERTIFIED FINANCIAL PLANNER™ professionals. Participate in presentations on investing, retirement savings plans, California’s insurance crisis and tax season updates.
Work it
An ongoing series of virtual programs focused on supporting job and career seekers, personal finance needs and small business resources.