Financial Literacy Workshops in Palo Alto, CA
Financial Literacy Workshops in Palo Alto, CA
Financial Literacy Workshops in Palo Alto, CA Financial Literacy Workshops in Palo Alto, CA
Mitchell Park Library
3700 Middlefield Road,
Palo Alto, CA 94303
April 27th, 2024 2:30pm
Workshop 1: Building Savings and Wealth
In workshop 1 of this workshop series, we discuss the overall importance of understanding why we save money and the goal setting process. Basic concepts of money and planning are discussed to provide perspective on the long term objective of financial education and literacy, and a plan of action is laid out as a foundation to the rest of the course that will be addressing the necessary concepts to build a strong financial foundation and future.
May 18th, 2024, 2:30pm
Mitchell Park Library
3700 Middlefield Road,
Palo Alto, CA 94303
Workshop 2: Increase Cash Flow and Manage Debt
Cashflow is all about two things: 1) spending less and 2) making more. Create the habits to pay yourself first, then find 20+ places where the money is being wasted to accomplish the task! Identify and utilize tangible resources to help you organize your finances and start to create a strategy for long term success. Understand how to prioritize your assets and deprioritize your liabilities.
Debt is one of those annoying things that many people liken to a leaky faucet! Over time, the leak can increase and cause major problems. How can you stop this proverbial financial leak? You will learn some simple, yet very powerful strategies that you can use to eliminate debt faster without affecting your credit score or damaging your financial standing.
Mitchell Park Library
3700 Middlefield Road,
Palo Alto, CA 94303
June 15th, 2024, 2:30pm
Workshop 3: Preparing with Proper Protection
In this workshop you will learn about the most effective and efficient way to build a strong financial future using a few very simple rules of thumb and a little bit of common sense. Understand how to prioritize your financial obligations to maximize your peace of mind. What is the best way to protect your assets, your hard earned possessions, and most importantly, your family’s financial future? Understand how insurance works, how it plays into your financial life, and understand what is the most suitable program for your situation.
August 17th 2024, 2:30pm
Mitchell Park Library
3700 Middlefield Road,
Palo Alto, CA 94303
Workshop 4: Your Health and Wealth
We start this workshop with an eye opening discussion about estate planning and it’s uses for two types of people: 1) those that have passed away and 2) those that are incapacitated. Either way, if it’s not planned ahead for, it can affect generations of your family. Learn what makes up an estate plan so you can have peace of mind that you put together the proper estate plan for your family.
Healthcare costs are a mounting concern in today’s society, and we will discuss what today’s healthcare system looks like, as well as how the health care system offers support to seniors and the options that people have to manage their health care costs to preserve their assets. Learn about how Medicare, Medicaid, and Long Term Care, how they support elders, and what the options are for different seniors’ situations.
Mitchell Park Library
3700 Middlefield Road,
Palo Alto, CA 94303
September 28th, 2024, 2:30pm
Workshop 5: Understanding Asset Accumulation Strategies
In this workshop we discuss how to properly build towards your investment goals. It is important to have a plan on how you save your money, and also understand what strategies can help you optimize your money over the long term. You will solidify your knowledge on how to apply money concepts to your life so you can accumulate assets and build wealth with utmost confidence.
October 19th, 2024, 2:30pm
Mitchell Park Library
3700 Middlefield Road,
Palo Alto, CA 94303
Workshop 6: Fulfilling Long Term Goals
In the final workshop in our original series, we discuss two important long term goals in people’s financial picture, 1) College Planning and 2) Retirement. College planning is probably one of the most misunderstood processes in the financial planning process, and you only have one chance to get it right for your student. Learn how to optimize the college process by understanding the main priorities along the way to maximize their college experience and minimize your financial output.
Retirement is your longest term goal in your financial life. With so many options over so many years, it is important to understand early and plan it properly. After this workshop, you will be able to identify the options, recognize how they are best used, and plan for a long, peaceful retirement.
November 16th, 2024, 2:30pm
Mitchell Park Library
3700 Middlefield Road,
Palo Alto, CA 94303
RSSA Workshop: Optimize Your Social Security Income
As we move through our financial lives, understanding how to properly manage our money can be a challenge. Luckily, for many people, Social Security can be an additional source of continued income at retirement. The problem is that the program, along with its 2700+ rules, can be confusing, and as a result, 96% of people don’t optimize their benefits. There are many variables and situations that come into play, and it is important to understand the basics, and also the factors that affect your situation, such as marital status, age, employment history and future, family situation, children, life expectancies, and more. It is one thing to maximize your social security check, and it is another thing to optimize your overall financial picture. Through this workshop, you will obtain a better understanding of the overall Social Security picture, and walk away with knowledge and resources to know how to make the best decision for yourself, your family, and your future generations.
Financial Literacy Workshops in South San Francisco
Financial Literacy Workshops in South San Francisco
SSF Library, Main Library
901 Civic Campus Way
South San Francisco, CA 94080
Saturday, April 13th, 2024, 2pm
Workshop 1: Building Savings and Wealth
In workshop 1 of this workshop series, we discuss the overall importance of understanding why we save money and the goal setting process. Basic concepts of money and planning are discussed to provide perspective on the long term objective of financial education and literacy, and a plan of action is laid out as a foundation to the rest of the course that will be addressing the necessary concepts to build a strong financial foundation and future.
Saturday, May 11th, 2024, 2pm
SSF Library, Main Library
901 Civic Campus Way
South San Francisco, CA 94080
Workshop 2: Increase Cash Flow and Manage Debt
Cashflow is all about two things: 1) spending less and 2) making more. Learn how you can create the habits to pay yourself first, then learn about 20+ places where the money will come from to accomplish the task! Identify and utilize tangible resources to help you organize your finances and start to create a strategy for long term success. Start to identify where your money is going and begin to prioritize your assets and deprioritize your liabilities.
Debt is one of those annoying things that many people liken to a leaky faucet that just won't stop running! Over time, the leak can increase and cause major problems. How can you stop this proverbial financial leak? You will learn some simple, yet very powerful strategies that you can use to eliminate debt faster without affecting your credit score or damaging your financial standing.
SSF Library, Main Library
901 Civic Campus Way
South San Francisco, CA 94080
Saturday, June 8th, 2024, 2pm
Workshop 3: Preparing with Proper Protection
In this workshop you will learn about the most effective and efficient way to build a strong financial future using a few very simple rules of thumb and a little bit of common sense. Understand how to prioritize your financial obligations to maximize your peace of mind. What is the best way to protect your assets, your hard earned possessions, and most importantly, your family’s financial future? Understand how insurance works, how it plays into your financial life, and understand what is the most suitable program for your situation.
SSF Library, Main Library
901 Civic Campus Way
South San Francisco, CA 94080
Saturday, July 13th, 2024, 2pm
Workshop 4: Your Health and Wealth
We start this workshop with an eye opening discussion about estate planning and it’s uses for two types of people: 1) those that have passed away and 2) those that are incapacitated. Either way, if it’s not planned ahead for, it can affect generations of your family. Learn what makes up an estate plan so you can have peace of mind that you put together the proper estate plan for your family.
Healthcare costs are a mounting concern in today’s society, and we will discuss what today’s healthcare system looks like, as well as how the health care system offers support to seniors and the options that people have to manage their health care costs to preserve their assets. Learn about how Medicare, Medicaid, and Long Term Care, how they support elders, and what the options are for different seniors’ situations.
SSF Library, Main Library
901 Civic Campus Way
South San Francisco, CA 94080
Saturday, August 10th, 2024, 2pm
Workshop 5: Understanding Asset Accumulation Strategies
In this workshop we discuss how to properly build towards your investment goals. It is important to have a plan on how you save your money, and also understand what strategies can help you optimize your money over the long term. You will solidify your knowledge on how to apply money concepts to your life so you can accumulate assets and build wealth with utmost confidence.
SSF Library, Main Library
901 Civic Campus Way
South San Francisco, CA 94080
Saturday, September 14th, 2024, 2pm
Workshop 6: Fulfilling Long Term Goals
In the final workshop in the series, we discuss two important long term goals in people’s financial picture, 1) College Planning and 2) Retirement. College planning is probably one of the most misunderstood processes in the financial planning process, and you only have one chance to get it right for your student. Learn how to optimize the college process by understanding the main priorities along the way to maximize their college experience and minimize your financial output.
Retirement is your longest term goal in your financial life. With so many options over so many years, it is important to understand early and plan it properly. After this workshop, you will be able to identify the options, recognize how they are best used, and plan for a long, peaceful retirement.
SSF Library, Main Library
901 Civic Campus Way
South San Francisco, CA 94080
Saturday, March 16th, 2024, 2pm
RSSA Workshop: Optimize Your Social Security Income
As we move through our financial lives, understanding how to properly manage our money can be a challenge. Luckily, for many people, Social Security can be an additional source of continued income at retirement. The problem is that the program, along with its 2700+ rules, can be confusing, and as a result, 96% of people don’t optimize their benefits. There are many variables and situations that come into play, and it is important to understand the basics, and also the factors that affect your situation, such as marital status, age, employment history and future, family situation, children, life expectancies, and more. It is one thing to maximize your social security check, and it is another thing to optimize your overall financial picture. Through this workshop, you will obtain a better understanding of the overall Social Security picture, and walk away with knowledge and resources to know how to make the best decision for yourself, your family, and your future generations.
SSF Library, Main Library
901 Civic Campus Way
South San Francisco, CA 94080
Saturday, October 12th, 2024, 2pm
RSSA Workshop: Optimize Your Social Security Income
As we move through our financial lives, understanding how to properly manage our money can be a challenge. Luckily, for many people, Social Security can be an additional source of continued income at retirement. The problem is that the program, along with its 2700+ rules, can be confusing, and as a result, 96% of people don’t optimize their benefits. There are many variables and situations that come into play, and it is important to understand the basics, and also the factors that affect your situation, such as marital status, age, employment history and future, family situation, children, life expectancies, and more. It is one thing to maximize your social security check, and it is another thing to optimize your overall financial picture. Through this workshop, you will obtain a better understanding of the overall Social Security picture, and walk away with knowledge and resources to know how to make the best decision for yourself, your family, and your future generations.
SSF Library, Main Library
901 Civic Campus Way
South San Francisco, CA 94080
Saturday, November 11th, 2024, 2pm
Workshop 1: Building Savings and Wealth
In workshop 1 of this workshop series, we discuss the overall importance of understanding why we save money and the goal setting process. Basic concepts of money and planning are discussed to provide perspective on the long term objective of financial education and literacy, and a plan of action is laid out as a foundation to the rest of the course that will be addressing the necessary concepts to build a strong financial foundation and future.
Saturday, December 14th, 2024, 2pm
SSF Library, Main Library
901 Civic Campus Way
South San Francisco, CA 94080
Workshop 2: Increase Cash Flow and Manage Debt
Cashflow is all about two things: 1) spending less and 2) making more. Learn how you can create the habits to pay yourself first, then learn about 20+ places where the money will come from to accomplish the task! Identify and utilize tangible resources to help you organize your finances and start to create a strategy for long term success. Start to identify where your money is going and begin to prioritize your assets and deprioritize your liabilities.
Debt is one of those annoying things that many people liken to a leaky faucet that just won't stop running! Over time, the leak can increase and cause major problems. How can you stop this proverbial financial leak? You will learn some simple, yet very powerful strategies that you can use to eliminate debt faster without affecting your credit score or damaging your financial standing.
Financial Literacy Workshops in Berkeley
Financial Literacy Workshops in Berkeley
Workshop 5: Understanding Asset Accumulation Strategies
In this workshop we discuss how to properly build towards your investment goals. It is important to have a plan on how you save your money, and also understand what strategies can help you optimize your money over the long term. You will solidify your knowledge on how to apply money concepts to your life so you can accumulate assets and build wealth with utmost confidence.
Berkeley Methodist Union Church
1710 Carleton Street
Berkeley, CA 94703
TBD
Berkeley Methodist Union Church
1710 Carleton Street
Berkeley, CA 94703
TBD
Workshop 6: Fulfilling Long Term Goals
In the final workshop in the series, we discuss two important long term goals in people’s financial picture, 1) College Planning and 2) Retirement. College planning is probably one of the most misunderstood processes in the financial planning process, and you only have one chance to get it right for your student. Learn how to optimize the college process by understanding the main priorities along the way to maximize their college experience and minimize your financial output.
Retirement is your longest term goal in your financial life. With so many options over so many years, it is important to understand early and plan it properly. After this workshop, you will be able to identify the options, recognize how they are best used, and plan for a long, peaceful retirement.