Workshop: Diving into Investments

Learn more about asset allocation for your portfolio, how to approach your finances with good behaviors, stock and bond investing, and thoughts on alternative investments like Real Estate Investment Trusts (REITS), commodities and crypto.

This is a hybrid event. Registration is required for Zoom attendance. In-person attendance does not require registration; seats available first come, first served.

About the Panelists:

Jenny Coffey Smith, MSAPF, CFP® has been a Certified Financial Planner™ since 2008. She has a Master’s degree in Security Analysis and Portfolio Management, has a B.S. in Economics from Arizona State University and an M.S. from Creighton University. She has been a long-time volunteer and former board member of the Financial Planning Association of San Francisco. She also serves as a Court Appointed Special Advocate (CASA) for foster children. Jenny is enthusiastic about financial planning.  She loves meeting people, hearing their stories, and helping them find practical solutions for the future.

Cynthia Flannigan, CFP® is a CERTIFIED FINANCIAL PLANNER™ and volunteers regularly as a one-on-one counselor for FPA’s Financial Planning Days. She has previously been on the board of the Junior League of San Francisco, the Bay Area Financial Planning Association and a former chapter president for the Financial Planning Association of San Francisco. She is currently an Adjunct Professor at Golden Gate University teaching the investments course. She obtained her CFP designation in 2008 and completed a master’s in financial planning and taxation at Golden Gate University. She is a self-described Excel nerd; a wine enthusiast and her ‘green thumb’ extends only to spider plants. 

Deirdre Hegarty CFP® is a CERTIFIED FINANCIAL PLANNER™ professional and a Part-Time Academic Professional in Boston University’s Financial Planning Program. She holds a Bachelor of Science in Industrial Engineering and Engineering Management, as well as a Master of Arts in International Policy Studies from Stanford University. Deirdre enjoys working with people on all aspects of the financial planning process, but particularly loves helping address cash flow challenges and getting more comfortable with investing concepts. She is excited to be participating for the first time as a one-on-one counselor at FPA’s Financial Planning Day and looks forward to being of service to friends and neighbors in the community. In her spare time, she loves tending to her vegetable garden and taking leisurely walks to the library to load up on new books.