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.
LOCATION:Virtual Library CLASS:PUBLIC TRANSP:TRANSPARENT END:VEVENT BEGIN:VALARM TRIGGER:-PT1440M ACTION:DISPLAY DESCRIPTION:Event Reminder - Presentation: Introduction to Smart Investing END:VALARM END:VCALENDAR