Manage Your Money Week Partners – Connect with Other Partners

Connect with Other Manage Your Money Week Partners

One of the key goals of Manage Your Money Week is to build connections between providers of personal financial education and support services, and organizations serving constituents that need those services. MYMW Partners are encouraged to work together to develop and promote free money management education activities during the week. Organizations that have volunteered to lead the efforts in their community are called “Hub Partners.” The role of the Hub Partner can be as simple as facilitating a few meetings of the participating groups, to leading a collaborative effort of the local MYMW Partners to organizing a more coordinated set of activities during the week, and working together to solicit more partners and promote the week in the community.

Partners holding events or with available resources, such as speakers, materials, or a location to hold an event, are noted below.

Superior CountiesCentral CountiesBay Area Counties | Los Angeles County | Southern Counties | Statewide-Government | Statewide-Nonprofit and Other | Online Resources

Superior Counties

Mendocino College
Mendocino College is a two-year tax-supported community college located in Ukiah, California. Mendocino College was founded in 1973. The main campus is located on 127 acres of hilltop land north of downtown Ukiah in the Ukiah valley. More information.

Contact: Karen Cavanaugh
(707) 468-3107
financialaid@mendocino.edu


Tehama County Community Action Agency
Tehama County Community Action Agency works with low income residents of Tehama County to help them become self-sufficient through education, senior nutrition programs, nutrition, food and housing programs, asset and financial programs, and case managed services for high risk youth and families. More information.

Manage Your Money Week Event:

Free Access to Money Smart Online Program
Individuals interested in basic financial literacy will have free computer access for up to two hours per day to use the online resource Money Smart, an FDIC approved program that teaches the basics of banking, credit cards, loans, and financial responsibility. Money Smart is a comprehensive financial education curriculum designed to help low- and moderate-income individuals outside the financial mainstream enhance their financial skills and create positive banking relationships.

Dates/Time: October 20 – 24  |  9:00 a.m. to 3:00 p.m.
Location: WorkFirst, 379 S. Main Street, Red Bluff 96080
Contact: Amanda Sharp (530) 527-6159 or CAAInfo@tcdss.org

Central Counties

Office of Assemblymember Roger Dickinson  (Hub Partner)
Assemblymember Roger Dickinson logoAssemblymember Roger Dickinson represents the 7th Assembly District, which includes the cities of Sacramento and West Sacramento, and is the Chair of the Assembly Banking and Finance Committee. He also serves on the Assembly Budget Committee, the Assembly Budget Subcommittee No. 1 on Health and Human Services, the Assembly Judiciary Committee, and the Assembly Business, Professions and Consumer Protection Committee. More information.

Contact: Kula Koenig
(916) 324-4676
kula.koenig@asm.ca.gov


Community Action Partnership of Madera County  (Hub Partner)
Community Action Partnership of Madera County logoCAPMC’s mission is helping people, changing lives and making our community a better place to live by providing resources and services that inspire personal growth and independence. CAPMC’s vision is to be a premier social service agency that eliminates the effects of poverty by helping people obtain knowledge and skills to achieve self-reliance and economic stability…. one life at a time. More information.

Contact: Elizabeth Wisener
(559) 675-5742
ewisener@maderacap.org


NeighborWorks HomeOwnership Center-Stockton (Hub Partner)
NeighborWorks HomeOwnership Center logoA 27-year old nonprofit organization serving the Greater Sacramento Region and Central Valley, NeighborWorks program offerings include a full range of services to assist potential and current homeowners. Their mission is to provide opportunities for successful homeownership and strong communities through quality education, affordable lending, supportive partnership and dedicated leadership. The goal of NeighborWorks is to support the long-term financial success of local homeowners and help create a stronger community that benefits all, regardless of income level. More information.

Contact: Luis Sanchez
(209) 473-4363
luis@nwsac.org


Financial Planning Association of Northern California
Financial Planning Association of Northern California logoFinancial Planning Association of Northern California (FPA) is committed to promoting the growth and value of the financial planning profession through membership and advocacy programs. These programs help ensure the best possible practices performed by individual and institutional providers, effective regulatory policy, and informed decisions by involved consumers worldwide. More information.

Manage Your Money Week Event:

Greater Sacramento Financial Planning Day
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.

Date/Time: October 25  |  9:00 a.m. to 3:00 p.m.
Location: West Sacramento City Hall, 1110 W. Capitol Ave., West Sacramento 95691
Contact: Jenny Hood (916) 927-6487 or jhood@cmeyers.com


First Northern Bank
First Northern Bank logoEstablished in 1910, First Northern Bank is a locally owned, independent community bank. Its corporate offices and main branch are in Dixon, Solano County. The Bank has nine full service branches located in Dixon, Winters, Roseville, Auburn, Davis, West Sacramento, Vacaville, Fairfield, and Woodland. First Northern Bank’s Purpose Statement is very telling, and is paramount to the Company’s long history of success: “We are here to build long-lasting relationships where we can address specific financial needs on a personalized basis, provide opportunities for our employees, and be committed and passionate about making a difference in our communities.”  More information.

Contact: Kim DeBra
(707) 678-7869


Tri Counties Bank
Tri Counties Bank logoTri Counties Bank is a full service 60-branch commercial bank headquartered in Chico, CA with branches from Bakersfield to the Oregon border. We believe banking should be about convenience, services, and making a positive difference in the lives of our customers. The Tri Counties Bank exist for only one purpose: Improving the financial success and well-being of our shareholders, customers, communities and employees. More information.

Contact: Brent Warren
(530) 879-4214
brentwarren@tcbk.com

Bay Area Counties

Financial Planning Association of San Francisco  (Hub Partner)
The Financial Planning Association of San Francisco (FPA-SF) is a member organization of Certified Financial Planner® professionals and investment managers who have a passion for sharing their knowledge and financial planning skills. We know the profound benefit that creating a personal financial plan can bring to the people we work with. We strive to make Financial Planning services available to all and encourage financial health and success. More information.
Manage Your Money Week Event:

San Francisco Financial Planning Day
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.

Date/Time: October 25  |  9:00 a.m. to 4:00 p.m.
Location: San Francisco Public Library, 100 Larkin St., San Francisco 94102
Contact: Chris Remedios (415) 924-1091 or chris@financialconnections.com


Community Housing Development Corporation-Solano County  (Hub Partner)
Community Housing Development Corporation provides a broad range of affordable housing opportunities and services which enable low/moderate income residents to gain better housing and financial stability.  Our unique approach to community development engages residents at the grassroots level and ensures that the whole neighborhood benefits from the affordable housing and neighborhood services provided. More information.

Contact: Velma Cantrell
(510) 221-2523
vcantrell@chdcnr.com


Office of Assembly Speaker pro Tempore Nora Campos
Assembly Speaker pro Tempore Nora Campos logoNora Campos is the Speaker pro Tempore of the California Assembly. In this capacity, she serves as the presiding officer for Assembly Floor Session. Her district includes East San Jose, Downtown San Jose, the Monterey Corridor, Evergreen, parts of Willow Glen, and Central San Jose. Speaker pro Tempore Campos understands that California’s future is dependent on growing and diversifying the state’s tax base. As a result, her primary legislative priorities include job creation and economic growth. More information.

Manage Your Money Week Event:

Financial Literacy Workshop
Date/Time: October 22  |  6:00 to 8:00 p.m.
Location: Mayfair Community Center, 2039 Kammerer Ave, San Jose 95116  |   Event Flyer 
Contact: Minh Pham (408) 277-1220 or minh.pham@asm.ca.gov


AXA Advisors
AXA Advisors logoAXA Advisors is a client-focused financial services leader providing wealth protection strategies, wealth management, and financial and estate planning strategies to individuals and businesses. It is a broker/dealer and the retail distribution channel for AXA Equitable Life Insurance Company (NY, NY), which provides life insurance and annuities for the financial services market. In business since 1859, AXA Equitable Life Insurance Company (formerly The Equitable Life Assurance Society of the United States) is a leading financial protection company and nationwide issuer of life insurance and annuity products. AXA Equitable is a member of the global AXA Group, which as of June 30, 2013, had approximately 101 million individual and corporate clients worldwide.  More information.

Contact: Eric Lau
(650) 532-2282
eric.lau@axa-advisors.com


Community Youth Center of San Francisco
Founded in 1970, CYC serves primarily high need Asian youth through programs and services under six major components – Behavioral Health, Education, Intervention, Leadership Development, Special Projects/Community Outreach, and Workforce Development. CYC reaches over 5,000 youth and their families on an annual basis. More information.

Contact: Cindy Tong
(415) 775-2636 Ext. 223
cyc@cycsf.org


Credit & Debt Assistance Center of America, Inc.
Credit & Debt Assistance Center of America, Inc. Credit and Debt Assistance Center of America, Inc. (“CDACA”) is a non-profit organization dedicated to helping people solve and prevent debt problems. CDACA helps people solve debt problems by providing free, confidential counseling and education services. CDACA counselors have helped thousands of people solve debt problems and gain financial control. More information.

Resources: Speakers / facilitators on credit counseling and financial education for K-12 students (offered in Hindi and Punjabi languages).

Contact: Leisa Boswell
(949) 713-1800
leisaboswell@cdaca.com


Dreams and Visions Community Development – Hollister (Hub Partner)
Dreams and Visions Community Development logoDreams and Visions Community Development is a private non-profit organization that assists with foreclosure intervention, credit report, homebuyer’s education, and financial education in the San Benito County area.  More information.

Contact: Tierra Brown
(831) 635-5857
tierra@dandvcd.org


El Pajaro Community Development Corporation – Watsonville
El Pajaro Community Development Corporation promotes micro-enterprise and small business development by supporting low-income and minority entrepreneurs in Santa Cruz, San Benito and Monterey Counties. We create economic opportunities for the low-income and minority community by providing bi-lingual, bi-cultural business education and training, and professional consulting and technical assistance. Our programs and partnerships offer small business entrepreneurs important assistance to help them achieve economic success. More information.

Contact: Amy Mascarenas
(831) 722-1224
info@elpajarocdc.org


Federal Reserve Bank of San Francisco
Federal Reserve Bank of San Francisco logoThe Federal Reserve Bank of San Francisco is one of twelve regional banks and the Board of Governors in Washington, DC that make up the Federal Reserve System. The Federal Reserve has three primary functions: setting monetary policy, supervising and regulating commercial banks, and operating a payment system for electronic transactions. As a bank supervisor, the Federal Reserve ensures the safety and soundness of financial institutions and protects consumers in their financial transactions including fair and equal access to credit. Each Federal Reserve Bank has a community development department whose mission is to support the economic growth objectives of the Federal Reserve by fostering economic growth and financial stability for low-income populations and revitalization of economically distressed communities. The community development function was established at each regulatory agency in 1983 to facilitate compliance with the Community Reinvestment Act (CRA). Within this mandate, we encourage and examine banks to ensure that they are investing in community development activities which include affordable housing, small business finance to support job creation and economic development, funding for services and construction of facilities that benefit low-income individuals and communities, and access to financial services. More information.

Contact: Lena Robinson
(415) 974-2717
lena.robinson@sf.frb.org


Financial Planning Association of Silicon Valley
Financial Planning Association of Silicon Valley logoThe Silicon Valley chapter of the Financial Planning Association is a dynamic community of nearly 300 financial professionals that come together to learn, meet colleagues, and work to promote financial planning throughout the Silicon Valley area. Our mission is to enhance public awareness of the value of the financial planning process and to promote professional growth through education, networking and mentoring. More information.

Financial Education Event (not held during MYMW)

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

Date/Time: October 11  |  1:00 to 5:00 p.m.
Location: Sunnyvale Public Library, 665 W. Olive Ave, Sunnyvale 94086
Contact: Artie Green (650) 209-4062 or artie.green@cognizantwealth.com


First Republic Bank
First Republic Bank logoFounded in 1985, First Republic and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services. First Republic specializes in delivering exceptional, relationship-based service, with a solid commitment to responsiveness and action. Services are offered through preferred banking or wealth management offices primarily in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland, Palm Beach, Boston, Greenwich, and New York City. More information.

Resources: Materials, volunteers and staff coordination to non-profit organizations looking to hold financial education seminars or classes in San Francisco, Los Angeles, San Diego and Orange County.

Contact: Jenny Mendoza
(415) 364-4668
CRA@firstrepublic.com


Franklin Templeton Investments
Franklin Templeton Investments logoAt Franklin Templeton Investments, we’re dedicated to one goal: delivering exceptional asset management for our shareholders. By bringing together multiple, world-class investment teams in a single firm, we’re able to offer specialized expertise across styles and asset classes, all supported by the strength and resources of one of the world’s largest asset managers. More information.

Contact: Matt Dunn
(650) 312-4005
mdunn@frk.com


Game Theory Academy
Game Theory logoGame Theory Academy’s mission is to provide opportunities for low-income youth and improve their economic decision-making. GTA teaches youth strategies for managing their money and increasing financial stability, but more importantly, leads them through exercises and games about how to make more strategic, goal-oriented decisions in all areas of their lives. Game Theory Academy also develops original lesson plans based on true case studies by students about their experiences with different financial challenges. More information.

Contact: Jasmin Dial
(510) 575-9482
Jasmin@gametheoryacademy.org


Goodwill Industries of the Redwood Empire
Goodwill Industries of the Redwood Empire logoGoodwill is a 501(c)(3) non-profit organization. They provide services geared toward self-sufficiency and employment in the community for individuals with barriers to employment. More information.

Contact: Deanna David
(707) 523-0550
ddavid@gire.org


Junior Achievement of Northern California
Junior Achievement of Northern California logoJunior Achievement partners with the business community, educators and volunteers to help children dream big and reach their potential. JA’s hands-on programs teach the key concepts of work readiness, entrepreneurship and financial literacy to students around the world. Junior Achievement of Northern California, a member of Junior Achievement USA, served more than 111,000 students across 23 counties in Northern and Central California in the 2013-2014 school year. Throughout the world, JA operates in 123 countries and reaches 9.7 million students. More information.

Contact: Kathie Blanchette
(925) 465-1073
kblanchette@janorcal.org


Judith W. McCaskill-Robinson, Independent Financial Advisor
With ten years’ experience as a financial advisor, Judith McCaskill-Robinson is available for speaking on a variety of financial education topics in the Monterey County area. Ms. McCaskill-Robinson also offers free, financial education workshops every Tuesday and Saturday via conference call. Email her for additional information.

Contact: (831) 444-5478
calljudynow@gmail.com


Northeast Community Federal Credit Union
Northeast Community Federal Credit Union logoThe Northeast Community Federal Credit Union (NECFCU) is a non-profit, member-owned, federally insured community development credit union (CDCU) formed in 1981. We are a certified Community Development Financial Institution (CDFI) and the U.S. Department of the Treasury CDFI program has recognized our high impact on the communities we serve. Serving mainly the Chinatown, Tenderloin, SOMA, Bayview, Hunter’s Point and Visitacion Valley neighborhoods in San Francisco, we promote grass-roots community development through outreach to the un-banked, financial literacy and responsibility, and small business development.”  More information.

Contact: Lily Lo
(415) 434-0738
lilylo@necfcu.org


Opportunity Fund
Opportunity Fund is a not-for-profit social enterprise helping thousands of California families build financial stability. Our strategy combines microloans for small businesses, microsavings accounts, and community real estate financing. Now California’s leading microfinance provider, Opportunity Fund began based on the idea that small amounts of money and financial advice could help people make permanent and lasting change to improve their own lives. Since making our first loan in 1994, our team has deployed $297 million into our communities. More information.

Contact: Gwendy Brown
(408) 297-0204
info@opportunityfund.org


Rabobank, N.A.
Rabobank logoThe resources of a full-service, modern bank with the personalized service of a local community bank. Rabobank has one focus: meeting the needs of our customers by understanding their unique requirements.   More information.

Available financial education resources include materials and speakers on various topics covering basic financial literacy, in Salinas and surrounding cities.

Contact: Maria Gonzales
(831) 737-1432
maria.gonzales@rabobank.com


Single Stop USA-San Francisco
Single Stop logoSingle Stop harnesses America’s most effective anti-poverty tools to create economic mobility for low-income families and individuals. Through a unique one-stop shop, Single Stop connects people to the resources they need to attain higher education, obtain good jobs, and achieve financial self-sufficiency. Single Stop aims to provide community-based organizations (CBOs) and community colleges with training, evaluation, program support, change management consulting, and proprietary technology to empower organizations to provide low-income families with wraparound services that include benefits screening, application assistance, case management, tax preparation, and legal and financial counseling. More information.

Contact: Erica Lin
(415) 391-7170
ELin@singlestopusa.org

Manage Your Money Week Event:

How to Take Control of Your Finances
Get an introduction to basic budgeting and tips to manage your money, make good financial decisions and get connected to free resources. No registration is required. Individuals seeking special assistance to accommodate a disability may call the Student Affairs Office at (415) 485-9376.

Date/Time: October 22  |  12 to 1:00 p.m.
Location: College of Marin, Student Services Building-Deedy Lounge, 835 College Avenue, Kentfield 94904
Event Contact: Tara Arenas (415) 457-8811, ext. 7761


SparkPoint Contra Costa
SparkPoint Contra Costa logoCreated by United Way of the Bay Area, SparkPoint Centers are financial education centers that help individuals and families who are struggling to make ends meet. SparkPoint’s one-stop centers bring together a full range of services, and encourage clients to take advantage of two or more at a time. Every SparkPoint client gets a coach who helps create a step-by-step plan to set and achieve personal financial goals. SparkPoint Contra Costa has two locations: Richmond and Bay Point. More information.

Contact: Betty Geishirt Cantrell
(510) 779-3202
bgeishirtcantrell@richmondcf.org


SparkPoint Fremont Family Resource Center
SparkPoint Fremont FRC, is a one-stop financial center helping families achieve their personal financial goals.  SparkPoint centers, developed by the United Way of the Bay Area, focus on building assets, managing debt, improving credit scores, and offer a variety of program and services to help families become financially self-sufficient. More information.

Contact: Carolyn Robertson
(510) 574-2003
crobertson@fremont.gov


SparkPoint / American Canyon Family Resource Center
SparkPoint American Canyon Resource Center logoSparkPoint Centers are financial education centers that help individuals and families who are struggling to make ends meet. We help families create step-by-step plans to tackle their unique financial needs, and connect them to services that address each one. More information.

Contact: Sherry Tennyson
(707) 980-7024
sherry@americancanyonfrc.org

Los Angeles County

Junior Achievement of Southern California  (Hub Partner)
Junior Achievement of Southern California logoJunior Achievement (JA) of Southern California was founded in 1954 and is one of 120 JA offices under the guidance of JA USA. Today, 23 experiential programs, focused on financial education, workforce readiness and entrepreneurship are offered to students during the school day and through afterschool programs and delivered by trained volunteers from the business community. JA programs help prepare young people for the real world by showing them how to: generate and effectively manage their money, create jobs to make their communities more robust, apply entrepreneurial thinking to the workplace and recognize the economic relevance of excelling in school. JA SoCal believes in the power of partnership and collaboration as evidenced by their partnership with more than 100 non-profit organizations throughout Southern California. More information.

Contact: Margo White
(323) 785-3552
mwhite@jasocal.org


Operation Hope-California  (Hub Partner)
The mission of Operation HOPE, Inc. (HOPE) is silver rights empowerment, making free enterprise work for everyone. We accomplish this through our work on the ground as the nonprofit private banker for the working poor, the underserved and struggling middle class. We achieve our mission by being the best-in-class provider of financial literacy empowerment for youth, financial capability for communities, and ultimately, financial dignity for all.  More information.

Contact: Lance Triggs
(213) 891-2914
Lance.Triggs@operationhope.org

Contact: Ivette Marina
(213) 891-2900
Ivette.Marina@operationhope.org

Manage Your Money Week Events:

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

Date/Time: October 18  |  10:00 a.m. to 1:00 p.m.
Location: Hope Financial Dignity Center, 4449 E. Slauson Avenue, Maywood 90270
Contact: (323) 771-6126

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

Date/Time: October 18  |  10:00 a.m. to 1:00 p.m.
Location: Hope Inside Pico Rivera, 9001 Whittier Blvd., Whittier 90660
Contact: (562) 218-5011

Homebuyer Orientation Workshop
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.

Date/Time: October 18  |  10:00 a.m. to 1:00 p.m.
Location: Hope Financial Dignity Center South Gate, 8710 Garfield Avenue, South Gate
Contact: (562) 218-5011

Homebuyer Orientation Workshop
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.

Date/Time: October 25  |  10:00 a.m. to 1:00 p.m.
Location: Hope Financial Dignity Center, 1900 Atlantic Avenue, Long Beach 90806
Contact: (562) 218-5011


The Center for Asset Building Opportunities
The Center for Asset Building Opportunities (CABO) is on a mission to achieve lasting financial health for low-to-moderate income individuals. CABO utilizes a holistic approach that focuses on improving the four pillars of Financial Self-Reliance: access, knowledge, mindsets, and behaviors. Financial Self-Reliance is a state where one can rely on his or her own knowledge, efforts, abilities and resources rather than those of others to achieve and maintain financial stability. More information.

Contact: Andrew Chang
(310) 384-7638
cabocommunity@gmail.com


Dress for Success
Dress for Success logoDress for Success is an international not-for-profit organization that promotes the economic independence of disadvantaged women by providing professional attire, a network of support and the career development tools to help women thrive in work and in life. Our services are designed to help our clients find jobs and remain employed. While we may be best known for providing suits to women, it is our employment retention programs that are the cornerstone of the organization. More information.

Contact: Brynne Zaniboni
(323) 461-1021
brynne@dressforsuccess.org


Financial Planning Association of Los Angeles
Financial Planning Association of Los Angeles logoThe financial planning profession exists to help consumers make wise financial decisions to achieve their life goals.  FPA benefits the public by helping to ensure that financial planning is delivered through competent, ethical financial planners.   FPA is the community that fosters the values of financial planning and advances the financial planning profession.  More Information.

Manage Your Money Week Event:

Los Angeles County Financial Planning Day
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.

Date/Time: October 25  |  10:30 a.m. to 2:00 p.m.
Location: Los Angeles Central Library, 630 W. Fifth St., Los Angeles 90071
Contact: Amy Born (310) 246-0520 or aborn@acaciawealth.com


Los Angeles Public Library
The Los Angeles Public Library serves the largest and most diverse population of any library in the nation.  Its Central Library, 72 branch libraries, more than 6 million books, and state-of-the-art technology — accessible at www.lapl.org — provide everyone with free and easy access to information and the opportunity for life-long learning.

Manage Your Money Week Events:

Money Management
To observe Manage Your Money Week, staff from Wells Fargo Bank will be here to discuss money management and investments.  Adults are invited to attend this informative program.  More information.

Date/Time: October 20  |  4:00 to 5:00 p.m.
Location: Alma Reaves Woods Watts Branch Library, 10205 Compton Avenue, Los Angeles 90002
Contact:  David Tulanian, Branch Manager (323) 789-2850 or wattsl@lapl.org

Online Learning at the Library: Personal Finance
Learn how you can join online classes through the library and improve your personal and job skills. Try it out on our touch-screen laptops every Tuesday in October, 12:30-3:30 p.m., with the help of a librarian. In October we will focus on personal finance, with two courses on how to manage your money from Gale Courses and Universal Class.

Date/Time: October 21  | 12:30 to 2:30 p.m.
Location: Angeles Mesa Branch Library, 2700 W. 52nd. Street – Los Angeles, 90043
Contact: Langdon Faust, Branch Manager (323) 292-4328 or angmsa@lapl.org

Hands on Banking
An easy and enjoyable interactive program for adults, to help you learn more about the basics of finances and money management. Presented by Wells Fargo.

Date/Time: October 24  |  12:00 p.m.
Location: John Muir Branch Library, 1005 West 64th Street, Los Angeles 90044
Jennifer Ishimoto, Branch Manager, (323) 789-4800 or jnmuir@lapl.org

How to Maximize Your Social Security Benefits
Samuel F. Rad, a Certified Financial Planner will help you explore the Social Security system and learn tips on how to maximize your benefits. This seminar is designed to assist those who have not but will soon begin receiving their Social Security retirement benefits or those who have begun their payments within the last year.  More information.

Date/Time: October 18  |  10:30 a.m. to 12:30 p.m.
Location: Palms-Rancho Park Branch Library, 2920 Overland Avenue, Los Angeles 90064
Maggie Johnson, Branch Manager (310) 840-2142 or prncho@lapl.org

Building and Maintain Credit
Bank of the West will offer a free informative seminar in building and maintaining personal credit.  Join us for this informative program.  More information.

Date/Time:  October 23  |   4:00 p.m.
Location: Panorama City Branch Library, 14345 Roscoe Boulevard, Panorama City 91402
Contact: Teri Markson, Branch Manager (818) 894-4071 or pnoram@lapl.org

Pay Yourself First!
This module helps participants understand the importance of saving money. Describes savings and investment options, and lists ways to save for retirement and save for large expense goals. Presentation includes handouts, by the Federal Deposit Insurance Corporation (FDIC), created to help adults learn the basics of handling their money and finances. More information.

Date/Time: October 20  |  3:00 to 4:30 p.m.
Location: Playa Vista Branch Library, 6400 Playa Vista Drive, Playa Vista 90094
Contact: Joseph Atkinson, Branch Manager (310) 437-6680 or  pvista@lapl.org

Living Trust (presented in Spanish)
A class / lecture on successions, wills and trusts.  More information.

Date/Time: October 21  |  6:00 to 7:00 p.m.
Location: Van Nuys Branch Library, 6250 Sylmar Avenue Mall, Van Nuys 91401
Contact: Kelly Tyler, Branch Manager (818) 756-8453 or vnnuys@lapl.org

Bank on It! An Introduction to Banking Services
An introduction to Banking Services – Curso Bancario Básico.  Sponsored by Broadway Federal Bank. More information.

Date/Time: October 20  |  4:00 p.m.
Location: Vermont Square Branch Library, 1201 W. 48th Street, Los Angeles 90037
Contact: Martha Sherod, Branch Manager (323) 290-7405 or vmtsqr@lapl.org

Identity Theft
Learn to protect yourself from identity theft.  More information.

Date/Time: October 21  |   6:00 p.m.
Location: Westwood Branch Library, 1246 Glendon Avenue, Los Angeles 90024
Contact: Shahla Chamanara, Branch Manager (310) 474-1739 or wwood@lapl.org

Your Credit Report
What is a credit report and how does credit scoring help you? Find out what your credit report says about you! In this program, you will access and print out your free credit report from the three big credit-reporting bureaus. More information.

Date/Time: October 18  |  3:30 to 4:30 p.m.
Location: Wilmington Branch Library, 1300 N. Avalon Boulevard, Wilmington 90744
Contact: Denice Nossett, Branch Manager (310) 834-1082 or wmngtn@lapl.org


YWCA Santa Monica / Westside
The YWCA Santa Monica / Westside has been serving the greater Westside community since 1926.  Our Vision is for the YWCA to be recognized as the premier women’s growth and development organization, inspiring and sustaining a community in which women and girls learn to achieve their personal goals and contribute to the public good.  Our Mission is to empower women and girls by creating opportunities for growth, progress and success.  Our Programs – including early childhood development; K-12 life skills, literacy and athletics; transitional housing and education; young adult networking and career-building; parent support; and personal and professional renewal – instill confidence, capability and effectiveness in women and girls across the life cycle within a supportive, encouraging environment. More information.

Manage Your Money Week Event:

Kids and Cash
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.

Date/Time: October 22  |  6:30 to 8:00 p.m.
Location: YWCA, 2019 14th Street, Santa Monica, CA 90405
Contact: Julia Miele (310) 452-3881 ext. 111 or jmiele@smywca.org

Southern Counties

Orange County’s Credit Union  (Hub Partner)
Orange County's Credit Union logoFounded in 1938, Orange County’s Credit Union is a not-for profit community-chartered credit union exceeding $1 billion in assets, and over 88,000 Members. With 10 branches, Membership is available to anyone who lives or works in Orange or Riverside Counties, and the neighboring communities of Long Beach, Signal Hill, Lakewood, and Cerritos. Services offered include checking and mobile banking, savings, credit cards, retirement accounts, and auto, home, and small business loans. Orange County’s Credit Union is ranked in the top three percent of credit unions nationwide based on assets. More information.

Contact: Leticia Mata
(714) 885-7440
lmata@orangecountysco.org

Manage Your Money Week Events:

Money Basics Workshop
This workshop will teach setting financial goals, developing a spending plan and tracking expenses, the importance of savings, and tips to improve your credit score.  Event Flyer 

Date/Time: October 18  |  10:00 a.m. to 12:00 p.m.
Location:  Orange County’s Credit Union Headquarters, 1701 E. St. Andrews Place, Santa Ana, 92705

Financial Education Workshop for Parents (presented in English and Spanish)
This workshop will focus on budgeting, value of credit and getting out of debt.

Date/Time: October 20  |  9:30 to 10:30 a.m.
Location: West Anaheim Youth Center, 320 South Beach Blvd, Anaheim 92804

Financial Education Workshop for Parents (presented in English and Spanish)
This workshop will focus on budgeting, value of credit and getting out of debt.

Date/Time: October 22  |  9:30 to 10:30 a.m.
Location: West Anaheim Youth Center, 320 South Beach Blvd, Anaheim 92804

College Financing 101 Workshop
This workshop will focus on planning, budgeting and saving for college, utilizing your resources to pay for higher education such as FAFSA, grants, educational savings accounts and scholarships.

Date/Time: October 22  |  4:00 to 6:00 p.m.
Location: Centro Community Hispanic Association, 1900 Atlantic Avenue, Suite 2, Long Beach 90806


Springboard Nonprofit Consumer Credit Management, Inc. (Hub Partner)
Springboard Nonprofit Consumer Credit Management logoEstablished in 1974, Springboard Nonprofit Consumer Credit Management, Inc. (“Springboard”) is a free credit counseling non-profit headquartered in Riverside, with branch offices in San Diego/El Cajon, Long Beach, Orange County, and Hemet. Springboard helps consumers identify and resolve their financial concerns through budgeting, and understanding of credit, learning how to set financial goals, prioritizing debt repayments and making effective financial decisions. Additionally, Springboard is a HUD-approved housing counseling agency, and offers foreclosure prevention, rental counseling, reverse mortgage and pre-purchase educational programs and confidential counseling. Springboard is also approved by the Executive Office for U.S. Trustees as a bankruptcy counseling and debtor education provider. More information.

Contact: Melinda Opperman
(800) 947-3752 Ext. 7888
melinda.opperman@springboard.org

Manage Your Money Week Event:

P.E.A.R.L.S. Money Conference for Women
(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.

Date/Time: October 18, 2014  |  9:00 a.m. to 2:00 p.m.
Location: California Baptist University, School of Business Innovators Room, 8432 Magnolia Avenue, Riverside
Contact: (800) 449-9818 (ask for the Education Department)  Event Flyer 


San Diego Financial Literacy Center  (Hub Partner)
San Diego Financial Literacy Center logoThe San Diego Financial Literacy Center (SDFLC) is a comprehensive financial services program that focuses on the overall financial health of San Diego, including members of the military (active, retired and veteran), youth (high school and college, ages 16-24], low- and moderate-income families and collaborative community partners. SDFLC provides services across key areas including financial literacy, debt management, budgeting and credit counseling. More information.

Contact: Brad Pagano or Chase Peckham
(858) 810-7007
info@sdflc.org

Manage Your Money Week Events:

Financial Planning Day San Diego
Organized with Financial Planning Association of San Diego.  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.

Date/Time: October 18  |  10:00 a.m. to 3:00 p.m.
Location: Oasis Learning Center, 1702 Camino del Rio North, San Diego, CA 92108

Budgeting 101 Workshop
Date/Time: October 20  |  12:30 to 2:30 p.m.
Location: San Diego City College, 1313 Park Blvd, San Diego 92101

Budgeting Basics – Developing a Savings Plan
Date/Time: October 20  |  12:00 to 1:00 p.m.
Location: Mission Valley Library, 2123 Fenton Parkway, San Diego 92108

Building and Keeping a Budget (presented in Spanish)
Date/Time: October 20  |  12:00 – 1:00 p.m.
Location: Rayo De Esperanza, 1971 Albany Avenue, Chula Vista 91910

Home Buying 101
Date/Time: October 21  |  12:00 to 1:00 p.m.
Location: Everbank, 5800 Armada Drive, Suite 105, Carlsbad 92008

VA Home Loans
Date/Time: October 21  |  12:00 to 1:00 p.m.
Location: California National Guard, 303 Palm Avenue, National City 91950

Understanding Credit
Date/Time: October 22  |  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

VA Home Loans
Date/Time: October 22  |  4:00 to 5:00 p.m.
Sponsor: San Diego Financial Literacy Center
Location: Operation Homefront, 3875 Mesa Drive, Oceanside 92056

Investing & Retirement
Date/Time: October 23  |  12:00 to 1:00 p.m.
Location: United Way of San Diego County, 4699 Murphy Canyon Road, San Diego 92123

Military Financial Readiness
Date/Time: October 24  |  12:00 to 1:00 p.m.
Locations: Marine Core Air Station, Miramar

Budgeting for Caregivers & Cancer Survivors (presented in English in Spanish)
Date/Time: October 25  |  9:00 to 11:00 a.m.
Location: UCSD Radiation Clinic, 959 Lane Avenue, Chula Vista 91914

Family Financial Fitness Fair
Date/Time: October 25  |  12:00 to 2:00 p.m.
Location: San Diego Downtown Library, 330 Park Blvd, San Diego 92101

Personal Financial Management
Date/Time: October 25  |  9:00 a.m. to 12:00 p.m.
Location: Lemon Grove Library, 3001 School Lane, Lemon Grove 91945

Contact: (858) 810-7007 or info@sdflc.org  Event Registration


Financial Planning Association of San Diego
Financial Planning Association of San Diego logoFinancial Planning Association of San Diego (FPA San Diego) is the region’s premier resource for professional Financial Planners and those pursuing careers in financial planning. FPA San Diego is committed to bringing its members educational opportunities and industry specific resources unsurpassed by any other member association, while improving our community’s financial literacy. More information.

Manage Your Money Week  Event:

Financial Planning Day San Diego
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.

Date/Time: October 18  |  10:00 a.m. to 3:00 p.m.
Location: Oasis Learning Center, 1702 Camino del Rio North, San Diego, CA 92108
Event Contact: (619) 504-0142 or info@fpasandiego.org


Financial Planning Association of Orange County
Financial Planning Association of Orange CountyFPA of Orange County is the leading community that fosters the value of financial planning, while also advancing the practice and profession of financial planning. The Financial Planning Association of Orange County connects those who provide, support and benefit from professional financial planning, represents a community of nearly 500 professionals whose vision is to be the voice and resource for financial planning in Orange County. More information.

Manage Your Money Week Event:

Orange County Financial Planning Day
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.

Date/Time: October 18  |  10:00 a.m. to 4:00 p.m.
Location: Huntington Beach Central Library, 7111 Talbert Ave., Huntington Beach 92648
Contact: Wil Smith
(877) 622-3729 ext. 3
CommunityOutreach@FPAOCC.org


First Bank
First Bank logoFirst Banks, Inc. and its subsidiaries and affiliates offer a vast portfolio of products and services for both individuals and businesses.  In our fourth generation of family ownership, First Banks, Inc. now serves customers in 129 locations throughout California, Florida, Illinois, and Missouri.  We are committed to making a positive difference in every community in which we do business. Our customers can count on receiving personalized, friendly service along with a comprehensive array of banking products. Member FDIC.  More information.

Contact: Susan Montoya
(714) 375-7046
susan.montoya@fbol.com


United Way of San Luis Obispo County
United Way of San Luis Obispo County logoUnited Way of San Luis Obispo aims to improve lives by mobilizing the caring power of our community. Focusing on education, income and health—the building blocks for a good quality of life—United Way of San Luis Obispo hopes to build a stronger, healthier, more compassionate community in San Luis Obispo County. United Way of San Luis Obispo has designed a 10-year program, in which it hopes to improve education, cut the number of high school dropouts in half, help people achieve financial stability, and promote healthy lives. More information.

Contact: Rick London
(805) 541-1234
rlondon@unitedwayslo.org

Statewide-Government

California Bureau for Private Postsecondary Education
California Bureau for Private Postsecondary Education logoThe Bureau for Private Postsecondary Education (BPPE) is responsible for regulating California’s private postsecondary schools. The BPPE also administers the Student Tuition Recovery Fund, which may reimburse eligible students in the event that their school closes while they are still in attendance. Visit the BPPE’s website for student information including: a directory of approved schools, tips on choosing a school, school performance fact sheets, and how to file a school complaint. More information.

Resources: Speakers (Northern California) and materials / handouts (available in multiple languages).

Contact: April Oakley
(916) 431-6951
April.Oakley@dca.ca.gov


California Bureau of Real Estate
California Bureau of Real Estate logoThe Bureau of Real Estate works to safeguard and promote the public interests in real estate matters through licensure, regulation, education and enforcement. This includes activities such as selling a home, purchasing a home, refinancing real estate property and renting or leasing property. It also includes mortgage loan activity. More information.

Contact: (877) 373-4542


California Department of Business Oversight
California Department of Business Oversight logoThe Department of Business Oversight (DBO) provides protection to consumers as well as services to businesses engaged in financial transactions. DBO oversees the operations of state-licensed financial institutions, including banks, credit unions, money transmitters, issuers of payment instruments and traveler’s checks, and premium finance companies, and regulates the offer and sale of securities, franchises and off-exchange commodities. DBO also licenses and regulates a variety of financial businesses, including securities brokers and dealers, investment advisers, deferred deposit and certain fiduciaries and lenders. More information.

Contact: Patty Salazar
outreach@dbo.ca.gov


California Department of Community Services and Development
California Department of Community Services and Development logoThe mission of CSD is to administer and enhance energy and community service programs that result in an improved quality of life and greater self-sufficiency for low-income Californians. CSD fosters strong partnerships with local community organizations to provide high impact programs and to leverage strategic resources resulting in ever-increasing hope, dignity and quality of life for California’s low-income residents. More information.

Contact: Sukie Montes
(916) 576-7189
smontes@csd.ca.gov


California Department of Education
California Department of Education logoThe goal of the California Department of Education’s (CDE) financial literacy initiative is to provide schools, teachers, students, and parents access to resources that may help students develop a keen understanding of responsible money management and increase their overall financial literacy. The CDE has partnered with financial institutions, consumer groups, and other government agencies in this effort. More information.

Contact: Roxane Fidler
(916) 323-4861
rfidler@cde.ca.gov


California Housing Finance Agency (CalHFA)
California Housing Finance Agency logoFor more than 35 years, the California Housing Finance Agency (CalHFA) has supported the needs of renters and first-time homebuyers by providing financing and programs that create safe, decent and affordable housing opportunities for low and moderate income Californians. Established in 1975, CalHFA’s mission is to create and finance progressive housing solutions so more Californians have a place to call home. More information.

Resources: Speaker and materials for booths, covering First Time Home Buyer-Single Family Homes.

Contact: Sharyl Silva
(916) 326-8687
ssilva@calhfa.ca.gov

CalHFA Program-Keep Your Home California
During the great Recession, 18 states, including California, were designated as “hardest hit,” either because they are struggling with unemployment rates at or above the national average or steep home price declines since the housing market downturn. The Hardest Hit Fund was provided by the federal government to provide targeted aid to families in these states. California was awarded nearly $2 billion in funds to help eligible California homeowners avoid preventable foreclosures. California’s programs, which are collectively called Keep Your Home California, were developed in collaboration with numerous community partners, foreclosure counselors, housing advocates and others directly involved in helping struggling homeowners and are designed to help low and moderate income homeowners retain their homes if they have suffered a financial hardship. More information.

Resources: Speaker and materials for booths, covering the Keep Your Home California program.

Contact: Steve Gallagher
(916) 326-8612
skgallagher@calhfa.ca.gov


California Public Employees’ Retirement System (CalPERS)
California Public Employees' Retirement System logoCalPERS administer health and retirement benefits on behalf of more than 3,000 public school, local agency and State employers. They have more than 1.6 million members in their retirement system and more than 1.3 million enrolled in health plans. More information.

Contact: Simone Parker
(916) 795-1410
CalPERS_Stakeholder_Relations@calpers.ca.gov


California Senior Legislature
California Senior Legislature logoEstablished by state law, the mission of the California Senior Legislature (CSL) is to help preserve and enhance the quality of life for older Californians and their families. The CSL achieves this mission by developing a forum through which older Californians can develop their legislative priorities and get them into the hands of California and Federal legislators. This is accomplished through the annual Session, a four-day model legislative session where proposals are considered and prioritized. Senior Legislators then seek state lawmakers to author at least 10 of the Session’s priority proposals. The CSL works throughout the year to ensure adoption of these measures. More information.

Resources: The California Senior Legislature has Senior Legislators throughout the State that are available to attend Manage Your Money Week events.  They have resource material on hand from the Elder Financial Protection Network and are interested in hearing from local constituents on ideas for new legislation to enhance laws to protect seniors from elder financial abuse.

Contact: Janice Bailey
(916) 552-8056
jbailey@seniorleg.ca.gov


California Student Aid Commission
California Student Aid Commission logoThe California Student Aid Commission (CSAC) works toward a California that invests in educational opportunity, fosters an active, effective citizenry, and provides a higher quality of social and economic life for its citizens. CSAC’s mission is to make education beyond high school financially accessible to all Californians. More information.

Contact: Patti Colston
(916) 464-8043
pcolston@csac.ca.gov


U.S. Securities and Exchange Commission
U.S. Securities and Exchange Commission logoThe mission of the U.S. Securities and Exchange Commission is to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation. The Office of Investor Education carries out the SEC’s investor education program, which includes producing and distributing educational materials, participating in educational seminars and investor-oriented events, and partnering with federal agencies, state regulators, and others on investor literacy initiatives.  More information.

Resources: Speakers on preventing financial fraud in securities investments. Booth resources for event – investor outreach staff and educational literature on a variety of topics.

Contact Joanne Morris (Los Angeles)
(323) 965-3952
morrisjo@sec.gov

Contact: Judith Anderson (San Francisco)
(415) 705-2352
andersonju@sec.gov

Statewide-NonProfit and Other

AARP-California
AARP-California is a nonprofit, nonpartisan, social welfare organization with a membership of 3.1 million in California. AARP helps people turn their goals and dreams into real possibilities. More information.

Contact: Blanca Castro
(916) 556-3021
bcastro@aarp.org


Cal-Neva Community Action Partnership
Cal-Neva Community Action Partnership logoThe California/Nevada Community Action Partnership (Cal/Neva) Association is comprised of Community Action Agencies (CAAs) and other Community Services Block Grant (CSBG) funded organizations that together deliver human services to the public across the State of California, helping low-income Americans achieve economic security. Cal-Neva’s long range goal is to improve the financial health of the economically disadvantaged in California and the nation. More information.

Contact: Vah Thao
(916) 443-1721
vah@cal-neva.org


California and Nevada Credit Union Leagues
California and Nevada Credit Union Leagues logoThe California and Nevada Credit Union Leagues serve more than 300 credit unions in California and Nevada with more than nine million members and more than $125 billion in assets. They are the largest state trade association for credit unions in the United States and for more than 75 years have played an important role in ensuring the sustained health of their member credit unions. More information.

Contact: Tena Lozano
tenal@ccul.org


California Bankers Association
California Bankers Association logoThe California Bankers Association (CBA) is one of the largest state banking trade associations and one of the largest state trade associations in the country. CBA’s Consumer Center offers educational resources on topics such as budgeting, buying a home, managing credit, fighting fraud and saving for college to help Californians make knowledgeable financial decisions. More information.

Contact: Beth Mills
bmills@calbankers.com


California Certified Public Accountants (CalCPA) Institute
California Certified Public Accountants Institute logoThe CalCPA Institute is a 501(c) organization that provides free financial literacy education to the community. Programs can be tailored to audiences at any stage in life — high school and college students, homebuyers, business owners and planning for retirement. CalCPA members volunteer their time to conduct presentations in communities around the State. More information.

Manage Your Money Week Events:

Financial Education for College Students
Date/Time: October 20  |  8:00 to 9:25 a.m.  |  9:45 to 11:10 a.m.  |  11:30 a.m. to 12:55 p.m.
Location: Mt. San Antonio College, 1100 N. Grand Avenue, Walnut 91789

Getting on Budget with OnBudget
Date/Time: October 20  |  12:00 to 1:00 p.m.
Location: San Diego Foundation, 2508 Historic Decatur Road, San Diego 92106

Financial Literacy Education for High School Students
Date/Time: October 20  |  2:30 to 3:30 p.m.
Date/Time: October 21  |  2:30 to 3:30 p.m.
Location: Social Justice Humanitas Academy at Cesar Chavez Learning Academy, 1001 Arroyo Ave, San Fernando 91340

Financial Education for High School Students
Date/Time: October 21  |  4:15 to 6:00 p.m.
Location: The Spot Oakland, 299 13th Street, Oakland 94612

Financial Education for Middle School Students and Adults
Date/Times: October 21  |  4:30 to 5:30 and 6:30 to 7:30 p.m.
Location: Boys & Girls Club, 422 McHenry Avenue, Modesto 95354

Financial Education for Middle & High School Students
Date/Time: October 21  |  6:30 to 8:00 p.m.
Location: Santa Barbara YMCA, 36 Hitchcock Way, Santa Barbara 93105

Financial Education for Adults
Date/Time: October 22  |  7:00 to 8:00 p.m.
Location: City Church Stockton, 1282 E. Bianchi Road, Stockton 95210

Financial Education for Adults
Date/Time: October 23  |  6:00 to 7:30 p.m.
Location: Silver Creek Community Center, 7011 Harris Road, Bakersfield 93313

Financial Education for Middle & High School Students
Date/Time: October 23  |  6:30 to 8:00 p.m.
Location: Santa Barbara YMCA, 36 Hitchcock Way, Santa Barbara 93105

Contact: David Lo (818) 546-3559 or david.lo@calcpa.org No RSVP or reservation is required.


California Jump$tart Coalition
California Jumpstart Coalition logoThe purpose of the California Jump$tart Coalition is to improve the quality of life in California by teaching young people how to succeed with money, including organization, earning, spending, saving, investing and credit. As a not-for-profit, Section 501(c)(3) organization affiliated with the National Jump$tart Coalition for Personal Financial Literacy, the mission is to improve the personal financial literacy of California’s youth by helping the personal finance education community become more connected, effective, and powerful and supporting the implementation of personal finance education at every level from K-12th grades. More information.

Contact: Tena Lozano
info@cajumpstart.org


California Urban Partnership
California Urban Partnership logoThe California Urban Partnership’s (CUP) mission is to transform distressed neighborhoods into great places to do business, work, live and raise families. We educate policymakers and the public about community economic development issues, as well as develop tools and partnerships that lead to urban solutions. More information.

Contact: Tasha Johns
(916) 242-8313 ext. 101
Tasha@CaliforniaUP.org


Consumer Action
Consumer Action logoConsumer Action has been a champion of underrepresented consumers nationwide since 1971. A non-profit 501(c)(3) organization, Consumer Action focuses on consumer education that empowers low- and moderate- income and limited-English-speaking consumers to financially prosper. It also advocates for consumers in the media and before lawmakers to advance consumer rights and promote industry-wide change. By providing consumer education materials in multiple languages, a free national hotline, a comprehensive website and annual surveys of financial and consumer services, Consumer Action helps consumers assert their rights in the marketplace and make financially savvy choices. Nearly 7,500 community and grassroots organizations benefit annually from its extensive outreach programs, training materials and support. More information.

Contact:
(415) 777-9635
info@consumer-action.org


EARN
EARN logoEARN is one of the two largest providers of goal-based savings accounts in the U.S. Through its online start account, EARN seeks to help low-income workers who have never saved before build lifelong savings habits and gain financial experience. EARN’s vision is that millions of well-informed, low-wage American families will achieve financial success through proven strategies, fair public policy, and their own hard work. More information.

Contact:
(415) 217-3660
info@earn.org


Elder Financial Protection Network
Elder Financial Protection Network logoThe Elder Financial Protection Network (EFPN) aims to prevent financial abuse of elders through innovative partnerships that build public awareness, drive community outreach, and provide professional training. EFPN provides elder financial abuse prevention programs throughout California, organizing its award-winning ‘Be Wise’ community education events and staff training programs. ‘ Be Wise’ is a series of presentations and seminars that work to prevent scams, fraud, and identity theft. More information.

Contact: Clare Smith
(415) 956-5556
CSmith@efprotection.org


Financial Literacy for Youth Project (FLY)
Financial Literacy for Youth logoFinancial Literacy for Youth Project (FLY) is dedicated to helping students learn the financial skills needed in the real world and raising financial awareness in communities through a series of relevant, fun, and practical programs. With the support of the community and the government, FLY provides students with meaningful programs and lobbies for legislation that is essential for the success of students. The Financial Literacy for Youth Project engages the entire community to participate in efforts to improve financial literacy for students. More information.

Contact: Kevin Ji
youngambassadorfly@gmail.com


FINRA’s Save and Invest
FINRA's Save and Invest logoSaveAndInvest.org, a project of the FINRA Investor Education Foundation, is a free, unbiased resource dedicated to your financial health. Through easy-to-use tools and resources, SaveAndInvest.org helps you make informed financial decisions—and arms you with the information you need to protect yourself from investment fraud. Whether on-base or deployed overseas, it is crucial that military members have access to financial education information that enables them to make prudent saving and investing decisions for themselves and their families. SaveAndInvest.org offers a multifaceted program that includes online and on-the-ground training to make sure you’re supported at key financial milestones. More information.

Contact: Marlene Cohen
(202) 728-8920
Marlene.Cohen@finra.org


I Can Afford College-Financial Aid Awareness Campaign
I Can Afford College logoThe “I Can Afford College” campaign is a statewide, financial aid awareness initiative that is sponsored by the California Community Colleges. The purpose of the campaign is to educate current and prospective students about the year-round availability of financial aid at California’s 112 community colleges to help pay for fees, books, supplies, and sometimes even rent. The heart of the campaign is our bilingual English and Spanish website, icanaffordcollege.com. The website provides current and prospective students with valuable financial aid information, and connects them with financial aid professionals at their local college to receive free one-on-one assistance with the application process. Detailed information and applications on the website enable students to apply online for federal, state and community college financial aid. The site also offers a financial aid events and workshop locator that helps students find an event in their area, where they can receive FREE individual assistance to identify the types of aid that are right for them, and to complete the appropriate financial aid forms. More information.

Contact: Lindsay Pangburn
(800) 987-ICAN
ican@cccco.edu


Mission Asset Fund
Mission Asset Fund logoMission Asset Fund thrives to create a fair financial marketplace by creating pathways out of the financial shadows. They help house cleaners and restaurant owners across the U.S. save money with better credit and less debt. From their signature social loans to groundbreaking research, they are constantly innovating and advocating for effective, culturally relevant ways to improve economic mobility. Mission Asset Fund’s mission is to transform the financial services sector so that all hardworking families have a shot at achieving their dreams. More information.

Contact:
(415) 373-6014
programs@missionassetfund.org

Manage Your Money Week Event:

Financial Management Class (presented in English and Spanish)
Mission Asset Fund invites you to participate in a dynamic financial education class covering the topics of credit, financial institutions and financial products. Please register through the Eventbrite invitation as we have limited space available.

Date/Time: October 23  |  6:00 p.m.
Location: Mission Asset Fund, 3269 Mission Street, San Francisco 94110


NerdWallet
Nerd Wallet logoNerdWallet is a consumer-focused website dedicated to helping people make better, more informed financial decisions. NerdWallet is the nerdy friend you can count on and trust, no matter your money question. They have user-friendly tools that crunch numbers and give you all the results, unfiltered. Across banking, credit cards, education, health care, insurance, investments, mortgages, shopping and travel, they offer data-driven tools and impartial information to help you make sound decisions about the money you work hard to earn. More information.

Contact: Cliff Goldstein
(415) 254-6428
cliff@nerdwallet.com


PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP logoIn 2012, PwC launched Earn Your Future (EYF), a $160 million, multi-year investment -$60 million in cash and 1 million service hours. PwC’s Earn Your Future initiative is centered on two goals: helping develop critical financial skills and providing educators with the resources and training to teach those skills. PwC is leveraging the time, and talents of our 39,000 people to impact more than 2.5 million students and educators through this commitment. More information.

Contact: Susan Stone
(213) 356-6469
Susan.Stone@us.pwc.com


SEIU California
SEIU California logoService Employees International Union (SEIU) California represents more than 700,000 workers throughout the state in all 58 counties. SEIU California works in four primary areas: healthcare, long-term care, public services (both state and local workers), and building services. They represent a diverse workforce that includes social workers, nurses, classroom aides, office workers, security officers, college professors, home care workers, janitors, and more. More information.

Contact: Sarah Zimmerman
szimmerman@seiucal.org


The SIFMA Foundation
The SIFMA Foundation logoThe SIFMA Foundation’s acclaimed financial education programs help children become financially literate and provides a foundation for the youth of today to be the vital contributors to our society and economy of tomorrow. Since 1977, the SIFMA Foundation has enabled 15 million students and their teachers to learn about the importance of investing, saving and long-term planning, as well as the role of the global capital markets in their lives. The SIFMA Foundation supports 4th through 12th grade teachers across the country with the best-in-class educational programs that make student learning real-world and fun. Programs include the Stock Market Game, the Capitol Hill Challenge and InvestWrite. Invest It Forward connects educators & classrooms with financial professionals & firms to promote financial education and capital markets literacy. More information.

Contact: Michelle B. Noguchi
(212) 313-12242
mnoguchi@sifma.org

Online Resources

thebrass|Student Program
Brass Student Program logoThe brass|TEACHER RESOURCE CENTER (TRC) offers free access to lesson plans, videos, discussion questions, vocabulary and more to support the content found in brass|MAGAZINE. Written for young adults, by young adults, brass breaks down topics like the stock market, credit, saving and budgeting to help young adults make confident choices. In addition to the complimentary print subscription to brass that teachers will receive when they register for the TRC, all magazine content including a digital edition of brass is available on the site. Teachers are strongly encouraged to watch the video tutorial under “How Do I Use This Site?” upon login. More information.

Contact: Laura Edmonston
(541) 753-8546
LauraEdmonston@brassmedia.com


EverFi, Inc.  EverFi
EverFi is a leading education technology company focused on teaching, assessing, badging, and certifying students in critical skills.  EverFi combines cutting-edge personalized technology, deep education research and data, and a dedicated implementation team that allows each teacher to feel as though they have a blended learning assistant in their classroom.  Through video, animations, 3-D gaming, avatars, and social networking, EverFi provides a new-media learning platform that uses the latest technology to bring complex financial concepts to life for today’s digital generation.  EverFi also partners with the private sector and foundations that sponsor this innovation across the country.  EverFi is offering a free sample accounts for various educational platforms, including, Vault, an interactive learning platform specifically designed to introduce financial education skills early in a child’s cognitive development.  More information.

Contact: Mike Fee
(510) 282-7041
Mike@everfi.com 

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