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Dollars and Sense: Adapting to Financial Challenges 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 manifesting a better financial life and how to adapt to life changes. The best financial plan adapts with your life and is flexible. Life throws curve balls, including divorce, death, inheritance, equity events, and more. In this session we will focus on how to re-order your financial priorities in the face of change, learning what matters and what does not.
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).