4:00 - 5:00
美國
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 Managing Director/Senior Wealth Advisor with Litman Gregory Wealth Management, a boutique advisory firm in the Bay Area. She has over 25 years of experience providing advice to individuals and families, including personal financial analysis, asset allocation, retirement planning, and family legacy planning.
Work it
An ongoing series of virtual programs focused on supporting job and career seekers, personal finance needs and small business resources.
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.