2:00 - 3:00
United States
An introduction to investing in the stock and bond markets, how to create an overall investment plan that suits you, options for implementing your plan and good reminders for managing investments over time. Presented by Gretchen Hollstein, CFP® and Chris Remedios, CFP®.
Gretchen Hollstein is a Certified Financial Planner® and Director / Wealth Advisor with Aspiriant, an independent and nationally-recognized wealth management firm. She has over 25 years of experience as an advisor to individuals and families, including personal financial analysis, asset allocation, investment management, retirement planning, and family legacy planning.
Chris Remedios is a Certified Financial Planner® professional in San Francisco. She has over 16 years experience as a Financial Planner and is honored to join with the Gretchen and the team at the Main SF Library to talk about how to navigate investments and investing in a simple way.
Personal Finance
Get expert help in managing your finances and learn how to make well-informed financial decisions about spending, saving, taxes, investing, retirement, estate planning and more.
Financial Capability Month
Presentations on a wide menu of topics, ranging from the basics on saving, financial planning and cash flow management, to investing, retirement planning, property tax and insurance sub-limits throughout the month of April.