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Dollars and Sense: Investing 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'll learn about investing, the underlying goal for your money and the time horizon for that goal determines how you should invest. We will talk about investing for both short-term and long-term goals, as well as how to evaluate investments both in the public markets as well as real estate and other non-traditional options.
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:
- Thursday, March 28, 2024 Show more dates
- Time:
- 7:00pm - 8:00pm
- Time Zone:
- Pacific Time - US & Canada (change)
- Location:
- Creekside Room
- Audience:
- Adults
- Categories:
- Education In Person