Financial Planning Days coming to cities near you!

Financial Planning Days coming to cities near you!

“WE GREATLY ENJOYED TALKING TO FINANCIAL PLANNERS ONE-ON-ONE IN A NO-PRESSURE ENVIRONMENT.”

Costa Mesa, CA Orange County Financial Planning Day October 14, 2017

San Rafael, CA Marin Financial Planning Day November 4, 2017

Los Angeles, CA Los Angeles Financial Planning Day October 28, 2017

Rosemead, […]

The SEC’s Office of Investor Education and Advocacy (OIEA) and Broker-Dealer Task Force are warning the more than 5 million Thrift Savings Plan (TSP) participants, and investors in other federal government employee retirement plans, that investment scam artists may pretend to be affiliated with a government agency.

The SEC’s Office of Investor Education and Advocacy (OIEA) and Broker-Dealer Task Force are warning the more than 5 million Thrift Savings Plan (TSP) participants, and investors in other federal government employee retirement plans, that investment scam artists may pretend to be affiliated with a government agency.

Federal government agencies, including the SEC, do […]

The Military Consumer Toolkit for Personal Financial Managers and other counselors

The Military Consumer Toolkit for Personal Financial Managers and other counselors

Military life comes with transitions. Each relocation, promotion, and change in duty status brings the need to make money-related decisions. Servicemembers’ financial decisions can have long-term effects on their family life, mission readiness, and security clearance.

Working with the Department of Defense (DoD) and […]

Resource Fair and Brown Bag Retirement Savings Workshop in San Francisco on August 2

DBO is hosting a Financial Resource Fair in San Francisco, CA CPUC Courtyard, San Francisco Wednesday, August 2, 2017 from 9:00 AM – 1:00 PM See flyer at… http://www.dbo.ca.gov/consumers/Education_Outreach/DBO_Education_and_Outreach_Events.asp

Nervous about retirement planning?

Join us! And bring your lunch!

CalHR Saving Plus 401k/457 Retirement workshop: Saving for the Future […]

DBO Education and Outreach Events in Oakland, San Francisco and Fresno (and San Diego coming soon!)

Join the Department of Business Oversight (DBO) at financial education and outreach events throughout the state. The events provide an opportunity for local community-based organizations, financial institutions, and government agencies to collaborate regarding financial education, consumer protection and community outreach.

Expert insight on financial education campaigns, events, and free financial education resources… • Banking, […]

California Financial Resource Fair at the State Capitol on June 16

California Financial Resource Fair at the State Capitol on June 16

Thank you to all the agencies that participated in this year’s resource fair.

Photo Gallery

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2017 Credit Union Financial Literacy Speech Contest

Credit Union Partners in Education (CU-PIE)

“LIVE YOUR FINANCIAL DREAM”

Annual Speech Competition

On Thursday, April 20, 2017, the Credit Union Partners in Education (CU-PIE) hosted their annual speech competition. Representatives from various Sacramento-Greater Region credit unions write and present a speech based on a theme, which this year […]

SAVE THE DATE! Financial Literacy Month Workshops in Sacramento and Los Angeles

SAVE THE DATE!

Financial Literacy Month

Workshops

April 18 • Sacramento

CalHR

1515 S Street, Sacramento

10 a.m. — 11 a.m.

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April 24 • Los Angeles

Ronald Reagan Building

300 S Spring St, Los Angeles, […]

SAVE THE DATE: California Financial Literacy Month Resource Fair in Sacramento

 

SAVE THE DATE:

California Financial Literacy Month Resource Fair Monday, April 17 11 am – 1 pm State Capitol, South Steps Sacramento

Visit exhibitors and receive free information about: Saving Credit Homeownership Insurance Consumer Protection and more!

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The Future of Retirement Savings in California

Join The Pew Charitable Trusts and the California Budget & Policy Center for an expert convening on Thursday, November 17, about California Secure Choice, the new retirement savings program that was passed by the California Legislature and signed into law by Governor Jerry Brown. During this half-day event, participants will discuss what this state-mandated […]