Smart Money Lessons for College Bound Students {Summer Series with Allison Kvikstad}

Hosted at The Hivery | July 22 | 12 - 1:30 PM | Mill Valley, CA

Welcome to our Summer Series with Allison Kvikstad: Your Finances and Major Life Transitions

This month's topic is: Smart Money Lessons for College Bound Students

College students often face significant financial decisions for the first time in their lives, from managing student loans to budgeting for daily expenses. Developing financial literacy at this stage can help students make informed choices, avoid fraud and debt pitfalls, and build a foundation for long-term financial stability. 

This educational discussion is meant to provide students (and their parents) with useful banking and financial industry knowledge that can positively impact their future.

Everyone welcome!

Members: RSVP here!

NonMembers: RSVP here!

Interested in becoming a Member? Learn more about joining The Hivery here!

Allison Kvikstad is a Certified Financial Planning professional (CFP®) and a Certified Divorce Financial Analyst (CDFA®) with over 30 years of professional investing experience and is currently a Managing Director/Partner at Beacon Pointe. She has a Masters degree in Finance and is a licensed registered investment advisor (Series 65 from FINRA). Her career has been focused on managing wealth for high-net-worth individuals, families, and private foundations. She’s been a long-time advocate of financial literacy and has held board positions at Dress for Success in San Francisco and the First Tee of Oakland. She volunteers and leads financial literacy programs periodically at Girls, Inc of Alameda County and CB Seeds.org (Memphis, TN) and various women's groups within public and private companies (ie: Google, Nike, Airbnb, Salesforce, Lyft). She’s guest lectured at UC Berkeley Haas School of Business, Stanford, and UC Davis. She just completed her two year volunteer term on the investment committee for Planned Parenthood of Northern California.