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Dollars and Sense: Investing

Presented by Mill Valley Public Library at Mill Valley Public Library, Mill Valley CA

Mar 28 2024

Dollars and Sense: 2024 Financial Goals

Investing, underlying goal for your money & the time horizon for that goal determines how to invest

TICKETS

Dollars and Sense: Investing
* Thursday, March 28, 7:00 pm – 8:00 pm

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.

Presented in collaboration with Katy Song Financial Planning.

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).