June 16, 2026 | 12:00 PM PST

Investments and Mid-Year Review

This session will walk through an evaluation of the goals you set in the beginning of the year and plan for your summer.
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Learning Objectives

Conduct A Mid-Year Financial Review

Evaluate your progress towards your financial goals and make any necessary adjustments.

Rebalance Your Investment Portfolio

Ensure your investments still align with your risk tolerance and financial objectives.

Prepare for Summer Expenses

Create a specific budget for summer travel and activities.

Facilitator

TBD

The 2026 series of Community Drop-Ins is made possible through our partnership with the Women's Council of ARPB and support from Columbia Bank.