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.
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
Gohn Marie McFadden
Realtor
Gohn Marie was raised in the Oakland/Berkeley area and received her B.A. in Health Services Administration from St. Mary’s College in Moraga, California.
Relentless about helping her clients achieve their goals, Gohn McFadden has gained notoriety for going the extra mile. A native of North Oakland, she’s always had a deep connection to her local community and finds true joy in helping others put down roots. The reputable real estate agent credits her father for sparking an interest in real estate development. Shadowing him on construction sites as a child, Gohn received an education from the ground up from tear-downs to trim work.
Cutting her teeth in real estate investing early on, she honed skills that would later prove invaluable. Pivoting into sales, Gohn was a natural. Coupling her local roots, unmatched market insight, construction chops, and investment expertise, she’s become a true asset to the clients in her care. A resourceful real estate agent with a penchant for numbers, she’s the consummate advocate when it comes time to navigate what’s likely the largest transaction of a lifetime.
Residing in North Oakland’s Temescal neighborhood, Gohn hasn’t strayed far from her childhood stomping grounds. Beloved for its tight-knit feel, she adores Temescal’s dreamy parks and vibrant eateries. Equally active in her downtime, she’s never been one to turn down a friendly tennis match, a day on the golf links, or a walk around Lake Temescal or Bushrod park with her beloved pups, Brody, and Bailey.