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, this workshop will be streamed in the 5th Floor Learning Studio. All programs are offered by Financial Planning Association of San Francisco.
LOCATION:Virtual Library CLASS:PUBLIC TRANSP:TRANSPARENT END:VEVENT BEGIN:VALARM TRIGGER:-PT1440M ACTION:DISPLAY DESCRIPTION:Event Reminder - Presentation: Diving into investment topics END:VALARM END:VCALENDAR