JOIN AARP FOR A FREE FINANCIAL WORKSHOP IN SACRAMENTO

Wednesday, March 7, 2018 6 p.m. to 7:30 p.m. South Natomas Community Center 2921 Truxel Road Sacramento, CA 95833

FREE workshop, “Finding Your Financial Freedom,” led by Anita Johnson, financial psychologist, entrepreneur, and founder of Money Wisdom for Women.

This interactive workshop provides practical tools and hands-on activities designed to help you arrange your […]

AARP to Launch BankSafe Financial Exploitation Identification Training California One of Twelve States Selected for Pilot Launch

California financial institutions have an opportunity to be on the frontlines of combating financial exploitation in our state. The American Association of Retired Persons (AARP) has partnered with more than 200 experts from banks and credit unions across the country to develop BankSafe, a first-of-its-kind, free training program that empowers frontline employees to identify […]

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 […]

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 […]