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.