May is Older Americans Month

May is Older Americans Month, 2018

May is Older Americans Month, a campaign to raise awareness of vital aging issues across the country. The DBO has valuable information and resources to help alert and educate California’s older adults about investment fraud, unscrupulous sales practices, and financial scams. Check out the links below to learn more.

[…]

My Departure… Please Don’t Stop! Keep Going…

Hello!

As you may have heard, I’ll be leaving my position as director for education and outreach here at DBO, and my last day is coming up on Friday, April 13!

Starting Monday, April 16, I will serve as the assistant director of marketing and communications for the California Complete Count […]

SAVE THE DATE! Financial Education Workshop in Sacramento

Financial Education Workshop

Speaker: Anita R. Johnson, Financial Psychologist

Join Us!

PAYDAY LOANS – AVOID THE DEBT TRAP!

March 14, 2018 Robertson Community Center 3525 Norwood Ave. Sacramento, CA 95838 6:00pm – 8:00pm

National Consumer Protection Week (NCPW) is a time to help people understand their consumer rights and make well-informed decisions […]

FDIC Encourages Consumers of All Ages to Set and Achieve Savings Goals

America Saves Week is February 26 – March 3, 2018

The Federal Deposit Insurance Corporation (FDIC) today is encouraging people to use America Saves Week as an opportunity to develop, or review their progress toward, financial goals.

FDIC Chairman Martin J. Gruenberg said, “During America Saves Week, financial institutions and their community partners collaborate […]

Put your tax refund to work during America Saves Week

Put your tax refund to work during America Saves Week

Each year during America Saves Week (February 26 to March 3), many people make an extra effort to save money. Started in 2007, America Saves Week is an annual opportunity for people to assess their saving status. The timing couldn’t be better—America Saves […]

California Earned Income Tax Credit (CalEITC)

Español

The California Earned Income Tax Credit (CalEITC) is now bigger and better!

This cash-back credit is designed to put money in the pockets of low-income working families and individuals. Claiming this credit is easy. Eligible taxpayers just need to file a state tax return.

Many more families are now eligible for the […]

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, […]

CFPB SAVING TAX TIME DEMONSTRATION APPLICATION – Interested Volunteer Income Tax Assistance Programs

CFPB SAVING TAX TIME DEMONSTRATION APPLICATION FOR Interested Volunteer Income Tax Assistance Programs

The Consumer Financial Protection Bureau (CFPB) will provide educational materials, training, and technical assistance to approximately 50 Volunteer Income Tax Assistance (VITA) programs across the country that are committed to promoting saving during the 2018 tax season. This is not an opportunity […]

10 Scams Targeting Bank Customers

10 Scams Targeting Bank Customers The basics on how to protect your personal information and your money

En Español https://www.fdic.gov/consumers/consumer/news/esp/cnsum17/scams.html

The FDIC often hears from bank customers who believe they may be the victims of financial fraud or theft, and our staff members provide information on where and how to report suspicious activity. To help […]