New Year’s Special! Organizing your Financial Life and Values-based Budgeting

new_year_resolution_Blue

Start the new year with clarity and purpose.

In this special workshop, we’ll guide you through values-based budgeting and simple ways to organize your financial life so your money supports what matters most.

This is a free in-person workshop.

All Workshops are 1 hour long (50 min content/10 min Q&A)

RSVP is required to reserve your seat. 👉

Speaker

Annelise Li, CFA

Founder | CEO, Investment Adviser Representative | CA - licensed

Frequently Asked Questions

Is this workshop free?

Yes, it is a free workshop.

  • Date : January 21, 2026
  • Time : 10:30 am - 11:30 pm (America/Los_Angeles)
  • Venue : Community Center of La Canada Flintridge, 4469 Chevy Chase Drive, La Canada Flintridge, CA 91011

Ask Us Anything!