Current and Previous Workshop Locations
City of Palo Alto Mitchell Library
South San Francisco Library, Grand Avenue Branch
South San Francisco Library, West Orange Branch
Mountain View Public Library
Berkeley Methodist United Church
San Bruno Public Library
City of Palo Alto Rinconada Library
Burlingame Library
San Francisco Main Library
Facebook, Menlo Park, CA
Alliance Occupational Health, Santa Clara, CA
TrialPay, Palo Alto, CA
City of Santa Clara Central Park Library
Previous Events
2023
Palo Alto Mitchell Library:
January 21st, Workshop 4: Your Health and Wealth
February 18th, Workshop 5: Understanding Asset Accumulation Strategies
March 18th, Workshop 6: Fulfilling Long-Term Goals
June 17th, Workshop 1: Building Savings and Wealth
July 15th, Workshop 2: Increase Cashflow and Manage Debt
August 19th, Workshop 3: Preparing with Proper Protection
September 16th, Workshop 4: Your Health and Wealth
October 21st, Workshop 5: Understanding Asset Accumulation Strategies
November 18th, Workshop 6: Fulfilling Long-Term Goals
December 16th, RSSA Workshop: Social Security Optimization
Berkeley Methodist Union Church
May 21st, Workshop 1: Building Savings and Wealth
June 11th, Workshop 2: Increase Cashflow and Manage Debt
June 25th, Workshop 3: Preparing with Proper Protection
September 17th, Workshop 4: Your Health and Wealth
October 15th, Workshop 5: Understanding Asset Accumulation Strategies
2022
Palo Alto Mitchell Park Library:
March 18th, Zoom Workshop 1: Building Savings and Wealth
April 15th, Zoom Workshop 2: Increase Cashflow and Manage Debt
May 20th, Zoom Workshop 3: Preparing with Proper Protection
June 17th, Zoom Workshop 4: Your Health and Wealth
July 15th, Zoom Workshop 5: Understanding Asset Accumulation Strategies
August 12th, Zoom Workshop 6: Fulfilling Long Term Goals
October 15th, Workshop 1: Building Savings and Wealth
November 19th, Workshop 2: Increase Cashflow and Manage Debt
December 20th, Workshop 3: Preparing with Proper Protection
Mountain View Library
January 18th, Zoom Workshop 3: Preparing with Proper Protection
February 22nd, Zoom Workshop 4: Your Health and Wealth
March 22nd, Zoom Workshop 5: Understanding Asset Accumulation Strategies
April 19th, Zoom Workshop 6: Fulfilling Long Term Goals
November 29th, Zoom Workshop 4: Your Health and Wealth
December 13th, Zoom Workshop 6: Fulfilling Long Term Goals
2021
Palo Alto Mitchell Park Library
June 18th, Workshop 1: Building Savings and Wealth
July 16th, Workshop 2: Increase Cashflow and Manage Debt
August 27th, Workshop 3: Preparing with Proper Protection
September 17th, Workshop 4: Your Health and Wealth
October 15th, Workshop 5: Understanding Asset Accumulation Strategies
November 19th, Workshop 6: Fulfilling Long Term Goals
Mountain View Library
January 12th, Workshop 5: Understanding Asset Accumulation Strategies
June 24th, Workshop
August 12th, Workshop
October 12th Workshop 1: Building Savings and Wealth
November 9th, Workshop 2: Increase Cashflow and Manage Debt
2020
South San Francisco Library
November 5th, Workshop 1 (of 4): Cashflow and Debt Management
December 3rd Workshop 2 (of 4): Building a Strong Financial Foundation and Proper Protection
2019
City of Palo Alto Employees
August 1st, Workshop 1: Cashflow and Debt Management
August 8th, Workshop2: Building a Strong Financial Foundation and Proper Protection
Aug 15th, Workshop 3: Bulding Weath, Asset Accumulation, and College Planning
Aug 22nd Workshop 4: Retirement, Healthcare, and Wealth Preservation
2018
Palo Alto Rinconada Library
Sept 8th, Workshop 1: Cashflow and Debt Management
October 13th, Workshop 2: Building a Strong Financial Foundation and Proper Protection
November 17th, Workshop 3: Building Weath, Asset Accumulation, and College Planning
December 8th, Workshop 4: Retirement, Healthcare, and Wealth Preservation
South San Francisco Library:
January 22nd, Workshop 5: Understanding Asset Accumulation Strategies
April 16th, Workshop 6: Fulfilling Long-Term Goals
May 30th, RSSA Workshop: Social Security Optimization
June 10th, Workshop 1: Building Savings and Wealth
July 8th, Workshop 2: Increase Cashflow and Manage Debt
August 5th, Workshop 3: Preparing with Proper Protection
September 9th, Workshop 4: Your Health and Wealth
October 14th, Workshop 5: Understanding Asset Accumulation Strategies
December 9th, Workshop 6: Fulfilling Long-Term Goals
Mountain View Library:
October 12th, RSSA Workshop: Social Security Optimization
South San Francisco Library:
January 14th, Workshop 6: Fulfilling Long-Term Goals
February 11th, Zoom Workshop 1: Building Savings and Wealth
March 11th, Zoom Workshop 2: Increase Cashflow and Manage Debt
April 8th, Zoom Workshop 3: Preparing with Proper Protection
May 27th, Zoom Workshop 4: Your Health and Wealth
June 10th Zoom Workshop 5: Understanding Asset Accumulation Strategies
July 8th, Zoom Workshop 6: Fulfilling Long-Term Goals
September 18th, Workshop 1: Building Savings and Wealth
October 16th, Workshop 2: Increase Cashflow and Manage Debt
November 20th, Workshop 3: Preparing with Proper Protection
December 11th, Workshop 4: Your Health and Wealth
South San Francisco Library
January 7th, Workshop 3 (of 4): Building Wealth, Asset Accumulation, and College Planning
February 4th, Workshop 4 (of 4): Retirement, Healthcare, and Wealth Preservation
March 4th, Workshop 1 (of 4): Cashflow and Debt Management
April 1st, Workshop 2 (of 4) : Building a Strong Financial Foundation and Proper Protection
May 6th, Workshop 3 (of 4): Building Wealth, Asset Accumulation, and College Planning
June 10th, Workshop 4 (of 4): Retirement, Healthcare, and Wealth Preservation
August 13th, Workshop 1: Building Savings and Wealth
September 10th, Workshop 2: Increase Cashflow and Manage Debt
October 8th, Workshop 3: Preparing with Proper Protection
November 12th, Workshop 4: Your Health and Wealth
Deccember 10th, Workshop 5: Understanding Asset Accumulation Strategies
Mountain View Library
April 2nd, Workshop 1: Cashflow and Debt Management
April 9th, Workshop2: Building a Strong Financial Foundation and Proper Protection
Aug 16th, Workshop 3: Bulding Weath, Asset Accumulation, and College Planning
Aug 23nd Workshop 4: Retirement, Healthcare, and Wealth Preservation
City of Palo Alto Employees
August 8th, Workshop 1: Cashflow and Debt Management
September 19th, Workshop 2: Building a Strong Financial Foundation and Proper Protection
October 24th, Workshop 3: Building Wealth, Asset Accumulation, and College Planning
November 28th, Workshop 4: Retirement, Healthcare, and Wealth Preservation