Event box
Dollars and Sense: 2024 Financial Goals In-Person
Embark on a journey to financial empowerment with our engaging Dollars and Sense Financial Literacy Series! This interactive course is designed to equip participants with essential money management skills, regardless of their financial background. This month, you will learn how to create a holistic view of you finances, set financial goals, and find greater peace for 2024. You will start with the fundamentals of financial planning and how to view your financial resources as tools to live the life you want to live. You will leave this session with actionable items to start your New Year on the right path for you.
About Katy Song: Katy worked for the U.S. Department of Commerce in the International Trade Administration and attended the Haas School of Business at the University of California, Berkeley, after which she worked as an investment banker for Citigroup. Since 2008, Katy has focused on helping families with young children and couples get their financial lives in order and put them on track for living the life they want. She is a fee-only Certified Financial Planning certificant (CFP®) and member of the National Association of Personal Financial Advisors (NAPFA).
- Date:
- Wednesday, January 31, 2024
Show more dates
Thursday, February 29, 2024
Thursday, March 28, 2024
Wednesday, April 24, 2024
- Time:
- 7:00pm - 8:00pm
- Time Zone:
- Pacific Time - US & Canada (change)
- Location:
- Creekside Room
- Audience:
- Adults
- Categories:
- Education In Person