Learning Session: Inflation and Real Estate
You are invited to join the Horizons Foundation Professional Advisors Circle (PAC) for an online learning session on February 28.
Shannon Blackmon of Thomas*Doll will be joined by special guest Kevin Kropp of Vanguard Real Estate to discuss the timely and important topic of inflation and the real estate market. Very often, and in the Bay Area particularly, real estate is a large portion of the overall net worth of clients and must be factored into financial planning. Join us for a lively discussion and an opportunity to ask questions and learn best practices.
Where: Virtual, via Zoom
Admission: Free, with registration
About the Panelists
Shannon Blackmon, CFP®/RLP®/CFT-I™
Shannon Blackmon is a CERTIFIED FINANCIAL PLANNER™ professional, highly trained in financial planning and investment management. Helping others not only survive but flourish and live full, prosperous lives is her goal. Shannon enjoys co-creating custom financial plans with her clients’ well-being at the center. Guiding them through a comprehensive wealth management process, she provides insights into cash flow, net worth, risk management, investments, and philanthropic goals.
Kevin is the Sales Manager of Vanguard Properties Castro Street Office and an agent for Vanguard Properties for almost 14 years. Kevin as lived in San Francisco for 23 years and has closed over $250 Million in sales as a Top Producer. Kevin works as a mentor and advisor to new and well-established agents helping them to learn and navigate the complicated nuances of real estate while still protecting everyone’s best interest. Kevin’s goal is to share his wealth of experience, knowledge and sales expertise with the ever-growing team of agents at Vanguard Properties.
Donate in support of LGBTQ Financial Planning Day!
LGBTQ Financial Planning Day is an annual pro bono event where community members attend workshops and receive 1:1 consultations with financial advisors, certified public accountants, and estate planning attorneys to increase their financial literacy.
We aim to strengthen our community's financial literacy in order to create a culture of giving within the LGBTQ community and ultimately build a world where all LGBTQ people live freely and fully.
To donate, visit the link below and for "Donation Type," select "LGBTQ Financial Planning Day."
If you have any questions about this event, please contact Henry Pacheco, Director of Philanthropic Services at [email protected].