DON’T Miss this Opportunity! Financial Education Trainer Convening, Resource Fair and Workshop in San Diego

Event Flyer at http://www.dbo.ca.gov/Consumers/Education_Outreach/pdf/Financial%20Resource%20Fair%20Nov%202017%20edited.pdf

AGENDA

DBO Financial Education Trainer Convening, Resource Fair and Workshop in San Diego
Friday, November 17, 2017 – 8:00 am to 1:00 pm
State of California
1350 Front Street, Eshleman Auditorium, Room 6003
San Diego, CA 92101

RSVP on Eventbrite!
https://www.eventbrite.com/e/dbo-financial-education-trainer-convening-resource-fair-and-workshop-in-san-diego-tickets-38769693196

Join Department of Business Oversight (DBO) for a convening on Friday, November 17 to discuss new campaigns, initiatives and resources regarding saving, credit and debt, homeownership, retirement planning, elder financial abuse, and financial fraud prevention. This convening will provide an opportunity for local community-based organizations, financial institutions and government agencies to collaborate regarding financial education, consumer protection and community outreach in San Diego.

Welcome!

8:00-8:30 – Registration, Refreshments, Networking

8:30-9:30
• California Department of Business Oversight (DBO)
• California Bureau of Real Estate (CalBRE)

9:30-11:00 – Introductions and Updates by Community Partners (local community-based organizations, financial institutions and government agencies):

• Arnexa
• CalHR SavingsPlus
• Housing Finance Agency (CalHFA)
• Keep Your Home California
• ScholarShare 529 College Savings Plan
• Dept. of Tax and Fee Administration – formerly the BOE
• and others…

11:00-12:00 – Interactive/Hands-on Interpersonal Communications TuneUp
Cath DeStefano, Human TuneUp Company, San Diego CA

12:00 -1:00 – CalHR Savings Plus 401k/457 Retirement Workshop: Saving for the Future
Register on the CalHR website https://checkappointments.net/appts/ZKabIRDahe

Alana Golden, Director for Education and Outreach
alana.golden@dbo.ca.gov
916-323-7012

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