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PRODID:SFPL Web Calendar
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UID:99932@sfpl.org
DTSTAMP:20241019T190000Z
DTSTART:20241019T190000Z
DTEND:20241020T003000Z
SUMMARY:Workshop: Financial Planning Day
DESCRIPTION:<p>Bayview staff will livestream the event for in-person attendance. "Diving Into Investment Topics" will take place in the Teen Area. After 12p.m., livestreaming will take place in the Community Room.</p><figure class="table custom-table-width"><table><tbody><tr><td><strong>10 – 11:30 a.m. Diving Into Investment Topics </strong><i><strong>(TEEN AREA)</strong></i><br>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.</td></tr><tr><td><strong>12 – 1:30 p.m. Best Retirement Savings Plans for You</strong><br>Saving for retirement is important. We’ll get into the facts about 401(k)s, 403(b)s, SEP-IRAs, SOLO 401(k)s, Traditional and Roth IRAs, the new Cal SAVERS program, and other tax-advantaged savings opportunities.</td></tr><tr><td><strong>1:45 – 3 p.m. California’s Property & Casualty Insurance Crisis</strong><br>Why is insurance in California so complicated right now? Learn more about what is happening and how to best navigate the changing insurance environment.</td></tr><tr><td><strong>3:30 – 5 p.m. Tax Update</strong><br>An update on tax options remaining for 2024 and a discussion of where the tax code may be going in 2025 and beyond.</td></tr></tbody></table></figure>
LOCATION:Bayview/Linda Brooks-Burton - Bayview Meeting Room
CLASS:PUBLIC
TRANSP:TRANSPARENT
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DESCRIPTION:Event Reminder - Workshop: Financial Planning Day
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