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Presentation: Diving into investment topics

Saturday, 10/19/2024
10:00 - 11:30
Virtual Library

United States

Register

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.

sfpl.org/work-it

Spotlight

This program is sponsored by Friends of the San Francisco Public Library.

 

 

Attending Programs

For questions about the program or help registering, contact sfplcpp@sfpl.org. All programs are drop-in (no registration necessary) unless otherwise noted. All SFPL locations are wheelchair accessible. For accommodations (such as ASL), call (415) 557-4557 or contact accessibility@sfpl.org. Requesting at least 3 business days in advance will help ensure availability.

Notice: This event may be filmed or photographed. By participating in this event, you consent to have your likeness used for the Library’s archival purposes and promotional materials. If you do not want to be photographed, please inform a staff person or the photographer. A sticker will be provided to help identify you so that we can avoid capturing your image.

Public Notice and Disclaimer

This program uses a third-party website link. By clicking on the third-party website link, you will leave SFPL's website and enter a website not operated by SFPL. This service may collect personally identifying information about you, such as name, username, email address, and password. This service will treat the information it collects about you pursuant to its own privacy policy. We encourage you to review the privacy policies of each third-party website or service that you visit or use, including those third parties with whom you interact through our Library services. For more information about these third-party links, please see the section of SFPL’s Privacy Policy describing Links to Other Sites.

The views and opinions expressed in programs presented by groups unaffiliated with SFPL do not necessarily reflect the official policy or position of SFPL or the City.