Updated Publication: “Cutting Through the Confusion” Addresses Investor Confusion About Stockbrokers, Investment Advisers, and Financial Planners

“Cutting Through the Confusion”

Updated Publication Addresses Investor Confusion About  Stockbrokers, Investment Advisers, and Financial Planners

Groups representing state securities regulators and investment services providers released an updated publication designed to guide investors through the process of choosing an investment services provider.

The publication, “Cutting Through the Confusion,” originally published in 2006, explains the differences between brokers, investment advisers, . . . → Read More: Updated Publication: “Cutting Through the Confusion” Addresses Investor Confusion About Stockbrokers, Investment Advisers, and Financial Planners

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SEC Office of Investor Education and Advocacy’s Tips on Avoiding Fraud

Avoiding Fraud

Don’t be a fraud victim. A basic understanding of how scam artists work can help you to avoid fraud and protect your hard-earned money. Learning how to invest safely also can assist you in reaching your financial goals and will mean a huge difference in your retirement years.

Here are some ways to help you avoid . . . → Read More: SEC Office of Investor Education and Advocacy’s Tips on Avoiding Fraud

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CFPB: Our First Financial Literacy Report to Congress

Our first financial literacy report to Congress

The CFPB posted the following announcement last week.

Today, we’re publishing our first financial literacy report to Congress. It discusses our approach to financial literacy and the work we’ve done to help consumers make better informed choices about their personal finances and achieve financial goals.

As Director Richard Cordray puts it in . . . → Read More: CFPB: Our First Financial Literacy Report to Congress

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California Jump$tart Coalition Meeting July 24 in San Francisco: “Enriching Common Core Standards Implementation with Personal Finance Concepts”

California Jump$tart Coalition:

“Enriching Common Core Standards Implementation with Personal Finance Concepts”

Semi-Annual Members Meeting

 

Wednesday, July 24, 20131:30 p.m. – 4:30 p.m.

SF Federal Reserve Bank

101 Market Street

San Francisco, CA

Costs: $10 to defray cost of refreshments

The Common Core Standards were developed to ensure that students nationwide have access to the same level of essential education. Integrating economics . . . → Read More: California Jump$tart Coalition Meeting July 24 in San Francisco: “Enriching Common Core Standards Implementation with Personal Finance Concepts”

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USA.gov Debuts Interactive Consumer Action Handbook

USA.gov Debuts Interactive Consumer Action Handbook

USA.gov recently released their annual Consumer Action Handbook. The Handbook is a go-to guide for practical information to help you plan a purchase, know your consumer rights, and file a consumer complaint. The 2013 edition, which can be accessed in either English or Spanish, features new content in areas such as banking, . . . → Read More: USA.gov Debuts Interactive Consumer Action Handbook

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California Asset Building Coalition’s Capitol Day – August 14th

California Asset Building Coalition’s 1st Capitol Day!

Join CABC in Sacramento on Wednesday, August 14th, for the first advocacy day to speak on behalf of all of the hardworking families of California!

For details please see the attached CABC Capitol Day Save-The-Date flyer and feel free to distribute to your networks.

As part of our advocacy day to educate lawmakers and their . . . → Read More: California Asset Building Coalition’s Capitol Day – August 14th

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New Common Core Resource for Teachers, Correlating New National Standards with Financial Literacy Lessons

Council for Economic Education Introduced Common Core Resource for Teachers, Correlating New National Standards with Financial Literacy Lessons

CEE’s New Resource Helps Educators Teach Financial Literacy and Meet Common Core State Standards

The Council for Economic Education (CEE) introduced a Common Core Alignment Tool, an invaluable resource to help educators meet the . . . → Read More: New Common Core Resource for Teachers, Correlating New National Standards with Financial Literacy Lessons

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Military Consumer Protection Day July 17

Military Consumer Protection Day July 17

Government agencies and organizations will mark the first Military Consumer Protection Day (MCPD) on July 17 and kick off a year-round campaign to empower military and veterans’ communities with resources to deal with managing money, protecting personal information, and avoiding scams.

The FTC, Department of Defense, Consumer Financial Protection Bureau, and Military Saves . . . → Read More: Military Consumer Protection Day July 17

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FTC Infographic: 10 Years of Do Not Call

FTC Infographic: 10 Years of Do Not Call

10 Years of Do Not Call infographic – click the image . . . → Read More: FTC Infographic: 10 Years of Do Not Call

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Regional Meeting on Online and Mobile Banking July 24, 2013 – Oakland, CA

Regional Meeting on Online and Mobile Banking for Community Educators

July 24, 2013 – Oakland, CA

Invitation Flyer

Consumer Action and Visa are hosting a regional meeting focusing on educating consumers on online and mobile banking. This continuing education training is essential for staff and volunteers of community-based organizations or other financial educators that are either . . . → Read More: Regional Meeting on Online and Mobile Banking July 24, 2013 – Oakland, CA

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