Manage Your Money Week Events – October 18-25

Manage Your Money Week Events

This calendar will be updated as more details are available. If you’re holding a financial education event during the week of Oct. 18-25 and would like to list it, please complete the partner application  and email it to mymw@sco.ca.gov.


Saturday, October 18, 2014

P.E.A.R.L.S. Money Conference for Women, 9:00 a.m. to 2:00 p.m.
Sponsor: Springboard Nonprofit Consumer Credit Management, Inc.
Location: California Baptist University, School of Business Innovators Room, 8432 Magnolia Avenue, Riverside
Contact: (800) 449-9818 (ask for the Education Department)  Event Flyer 

P.E.A.R.L.S. (Preserving, Earning & Acquiring Real Life Skills) Financial Wellness Conference for Women featuring dynamic speakers covering topics including; SMART money goals, credit reports and scores, preparation for homeownership, funding retirement.  More information and registration.

Orange County Financial Planning Day, 10:00 a.m. to 4:00 p.m.
Sponsor: Financial Planning Association of Orange County, City of Huntington Beach
Location: Huntington Beach Central Library, 7111 Talbert Ave., Huntington Beach 92648
Contact: Wil Smith  (877) 622-3729 Ext. 3 or CommunityOutreach@FPAOCC.org

This event is part of the Financial Planning Days national initiative to provide free financial education and programming to people across the country. Experts from the FPA of Orange County and highly qualified Certified Financial Planner professionals will be stationed at tables and will meet with attendees one-on-one to offer free personalized advice on a variety of financial topics. More information and registration.

Financial Planning Day San Diego, 10:00 a.m. to 2:00 p.m.
Sponsors: Financial Planning Association of San Diego, Financial Literacy Center of San Diego
Location: Oasis Learning Center, 1702 Camino del Rio North, San Diego, CA 92108
Contact: (619) 504-0142 or info@fpasandiego.org

Financial Planner professionals will  meet with attendees one-on-one to offer free personalized advice on a variety of financial topics.  More information and registration.

Credit and Money Management Session, 10:00 a.m. to 1:00 p.m.
Sponsor: Operation Hope
Location: Hope Financial Dignity Center, 4449 E. Slauson Avenue, Maywood 90270
Contact: (323) 771-6126

Learn about the importance of credit, what creates a credit score and how to establish and repair credit. More information and registration

Credit and Money Management Session, 10:00 a.m. to 1:00 p.m.
Sponsor: Operation Hope
Location: Hope Inside Pico Rivera, 9001 Whittier Blvd., Whittier 90660
Contact: (562) 218-5011

Learn about the importance of credit, what creates a credit score and how to establish and repair credit.  More information and registration.

Homebuyer Orientation 10:00 a.m. to 1:00 p.m.
Sponsor: Operation Hope
Location: Hope Financial Dignity Center South Gate, 8710 Garfield Avenue, South Gate
Contact: (562) 218-5011

The Home Buyers Program is designed specifically for low-wealth individuals who ordinarily would find homeownership difficult, if not impossible. This HUD-approved housing counseling program helps clients overcome a variety of barriers to homeownership, including bad credit, lack of down payment, existing debt, and money management issues.  More information and registration.

 


Monday, October 20, 2014

Financial Education for College Students, 8:00 to 9:25 a.m. / 9:45 to 11:10 a.m. / 11:30 a.m. to 12:55 p.m.
Sponsor: CalCPA Institute
Location: Mt. San Antonio College, 1100 N. Grand Avenue, Walnut 91789
Contact: David Lo (818) 546-3559 or david.lo@calcpa.org

Sponsored by the CalCPA Institute – CalCPA member volunteers will conduct financial education specifically geared toward college students.  No RSVP or registration is required.

Budgeting 101 Workshop, 12:30 p.m. to 2:30 p.m.
Sponsor: San Diego Financial Literacy Center
Location: San Diego City College, 1313 Park Blvd, San Diego 92101
Contact: (858) 810-7007 or info@sdflc.org
Registration

Budgeting Basics – Developing a Savings Plan, 12:00 to 1:00 p.m.
Sponsor: San Diego Financial Literacy Center
Location: Mission Valley Library, 2123 Fenton Parkway, San Diego 92108
Contact: (858) 810-7007 or info@sdflc.org
Registration

Building and Keeping a Budget, 12:00 – 1:00 p.m. (presented in Spanish)
Sponsor: San Diego Financial Literacy Center
Location: Rayo De Esperanza, 1971 Albany Avenue, Chula Vista 91910
Contact: (858) 810-7007 or info@sdflc.org
Registration

 


Tuesday, October 21, 2014

Home Buying 101, 12:00 to 1:00 p.m.
Sponsor: San Diego Financial Literacy Center
Location: Everbank, 5800 Armada Drive, Suite 105, Carlsbad 92008
Contact: (858) 810-7007 or info@sdflc.org
Registration

VA Home Loans, 12:00 to 1:00 p.m.
Sponsor: San Diego Financial Literacy Center
Location: California National Guard, 303 Palm Avenue, National City 91950
Contact: (858) 810-7007 or info@sdflc.org
Registration

Starting a Business, 12:00 to 1:00 p.m.
Sponsor: San Diego Financial Literacy Center
Location: SDFLC, 9325 Sky Park Court, #260, San Diego 92123
Contact: (858) 810-7007 or info@sdflc.org
Registration

Financial Education for High School Students, 4:15 to 6:00 p.m.
Sponsor: CalCPA Institute
Location: The Spot Oakland, 299 13th Street, Oakland 94612
Contact: David Lo (818) 546-3559 or david.lo@calcpa.org

CalCPA member volunteers will conduct financial education specifically geared toward high school students. No RSVP or registration is required.

Financial Education for Middle School Students and Adults, 4:30 to 5:30 / 6:30 to 7:30 p.m.
Sponsor: CalCPA Institute
Location: Boys & Girls Club, 422 McHenry Avenue, Modesto 95354
Contact: David Lo (818) 546-3559 or david.lo@calcpa.org

CalCPA member volunteers will conduct financial education for both middle school students and adults. No RSVP or registration is required.

Financial Education for Middle & High School Students, 6:30 to 8:00 p.m.
Sponsor: CalCPA Institute
Location: Santa Barbara YMCA,  36 Hitchcock Way, Santa Barbara 93105
Contact: David Lo (818) 546-3559 or david.lo@calcpa.org

CalCPA member volunteers will conduct financial education specifically geared toward middle and high school students.  No RSVP or registration is required.

 


 

Wednesday, October 22, 2014

How to Take Control of Your Finances, 12 p.m.
Sponsor: Single Stop-San Francisco
Location: College of Marin, Student Services Building-Deedy Lounge, 835 College Avenue, Kentfield 94904
Contact: (415) 457-8811, ext. 7761
Individuals seeking special assistance to accommodate a disability may call the Student Affairs Office at (415) 485-9376.

Understanding Credit, 12:00 p.m. to 1:00 p.m.
Sponsor: San Diego Financial Literacy Center
Location: SDFLC, 9325 Sky Park Court, Suite 260,  San Diego 92123
Contact: (858) 810-7007 or info@sdflc.org
Registration

VA Home Loans, 4:00 to 5:00 p.m.
Sponsor: San Diego Financial Literacy Center
Location: Operation Homefront, 3875 Mesa Drive, Oceanside 92056
Contact: (858) 810-7007 or info@sdflc.org
Registration

Financial Literacy Workshop, 6:00 to 8:00 p.m.
Sponsors: Assembly Speaker pro Tempore Nora Campos, San Jose City Councilman Xavier Campos, Alum Rock Union Elementary School District, Santa Clara County Supervisor Cindy Chavez, Asian Americans for Community Involvement, and Foothill Community Health Center, in partnership with Umpqua Bank.
Location: Mayfair Community Center, 2039 Kammerer Ave, San Jose 95116  |   Event Flyer .
Contact: Minh Pham (408) 277-1220 or minh.pham@asm.ca.gov

Kids and Cash, 6:30 to 8:00 p.m.
Sponsor: YWCA Santa Monica/Westside
Location: YWCA, 2019 14th Street, Santa Monica, CA 90405
Contact: Julia Miele (310) 452-3881 Ext. 111 or jmiele@smywca.org

Facilitator: Hollis Page Harman, PFP CASL.  Learn what you should be discussing with your kids to give them the skills they need to prepare for their financial future.  More information and registration.

Financial Education for Adults, 7:00 to 8:00 p.m.
Sponsor: CalCPA Institute
Location: City Church Stockton, 1282 E. Bianchi Road, Stockton 95210
Contact: David Lo (818) 546-3559 or david.lo@calcpa.org

CalCPA member volunteers will conduct financial education for adults.  No RSVP or registration is required.

Financial Education for Small Business (time pending)
Sponsor: CalCPA Institute
Location: Skyline College, 3300 College Drive, San Bruno 94066
Contact: David Lo (818) 546-3559 or david.lo@calcpa.org


Thursday, October 23, 2014

Investing & Retirement, 12:00 to 1:00 p.m.
Sponsor: San Diego Financial Literacy Center
Location: United Way of San Diego County, 4699 Murphy Canyon Road, San Diego 92123
Contact: (858) 810-7007 or info@sdflc.org
Registration

Financial Education for Adults, 6:00 to 7:30 p.m.
Sponsor: CalCPA Institute
Location: Silver Creek Community Center, 7011 Harris Road, Bakersfield 93313
Contact: David Lo (818) 546-3559 or david.lo@calcpa.org

Financial Education for Middle & High School Students, 6:30 to 8:00 p.m.
Sponsor: CalCPA Institute
Location: Santa Barbara YMCA, 36 Hitchcock Way, Santa Barbara 93105
Contact: David Lo (818) 546-3559 or david.lo@calcpa.org

CalCPA member volunteers will conduct financial education specifically geared toward middle and high school students. No RSVP or registration is required.

 


 

Friday October 24, 2014

Military Financial Readiness, 12:00 to 1:00 p.m.
Sponsor: Financial Literacy Center of San Diego
Locations: Marine Core Air Station, Miramar  |  Marine Corp Recruit Depot  |  Camp Pendleton
Contact: (858) 810-7007 or info@sdflc.org
Registration

 


Saturday, October 25, 2014

Los Angeles County Financial Planning Day, 10:30 a.m. to 2:00 p.m.
Sponsors: Financial Planning Association of Los Angeles &  City of Los Angeles
Location: Los Angeles Central Library, 630 W. Fifth St., Los Angeles 90071
Contact: Amy Born (310) 246-0520 or aborn@acaciawealth.com

Certified Financial Planner professionals will be stationed at tables and will meet with attendees one-on-one to offer free personalized advice on a variety of financial topics. More information and registration.

San Francisco Financial Planning Day, 9:00 a.m. to 4:00 p.m.
Sponsors: Financial Planning Association of San Francisco & City and County of San Francisco,
Location: San Francisco Public Library, 100 Larkin St., San Francisco 94102
Contact: Chris Remedios (415) 924-1091 or chris@financialconnections.com

Certified Financial Planner professionals will be stationed at tables and will meet with attendees one-on-one to offer free personalized advice on a variety of financial topics. More information and registration.

Greater Sacramento Financial Planning Day, 11:00 a.m. to 4:00 p.m.
Sponsors: Financial Planning Association of Northern California & City of West Sacramento
Location: West Sacramento City Hall, 1110 W. Capitol Ave., West Sacramento 95691
Contact: Jenny Hood (916) 927-6487 or jhood@cmeyers.com

Certified Financial Planner professionals will be stationed at tables and will meet with attendees one-on-one to offer free personalized advice on a variety of financial topics. More information and registration.

Budgeting for Caregivers & Cancer Survivors, 9:00 to 11:00 a.m.  (presented in English & Spanish)
Sponsor: San Diego Financial Literacy Center
Location: UCSD Radiation Clinic, 959 Lane Ave, Chula Vista 91914
Contact: (858) 810-7007 or info@sdflc.org
Registration

Homebuyer Orientation Workshop, 10:00 a.m. to 1:00 p.m.
Sponsor: Operation Hope
Location: Hope Financial Dignity Center, 1900 Atlantic Avenue, Long Beach 90806
Contact: (562) 218-5011
Registration

Family Financial Fitness Fair, 12:00 to 3:00 p.m.
Sponsor: San Diego Financial Literacy Center
Location: San Diego Downtown Library, 330 Park Blvd, San Diego 92101
Contact: (858) 810-7007 or info@sdflc.org
Registration

Personal Financial Management, 9:00 a.m. to 12:00 p.m.
Sponsor: San Diego Financial Literacy Center
Location: Lemon Grove Library, 3001 School Lane, Lemon Grove 91945
Contact: (858) 810-7007 or info@sdflc.org
Registration

 


Additional Financial Education Events

Financial education is important any time of year and many opportunities and events are available around the State.  Listed below are classes and events being held outside of the Manage Your Money Week of October 18-25.  If you know of financial education events in your area, please send the information to mymw@sco.ca.gov.

Saturday, October 4, 2014

Oakland Financial Planning Day, 9:00 a.m. to 4:00 p.m.
Sponsors: Financial Planning Association of East Bay & City of Oakland
Location: Oakland City Hall, 1 Frank H. Ogawa Plaza, Oakland 94612

Meet one-on-one with a Certified Financial Planner professional to discuss your personal finance questions, concerns and interests. More information and registration.


Saturday, October 11, 2014

Silicon Valley Financial Planning Day, 1:00 to 5:00 p.m.
Sponsors: Financial Planning Association of Silicon Valley & City of Sunnyvale
Location: Sunnyvale Public Library, 665 W. Olive Ave, Sunnyvale 94086
Contact: Artie Green (650) 209-4062 or artie.green@cognizantwealth.com

Meet one-on-one with a Certified Financial Planner professional to discuss your personal finance questions, concerns and interests. More information and registration.

 

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