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, CA Rosemead Financial

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

The Military Consumer Toolkit for Personal Financial Managers and other counselors

The Military Consumer Toolkit for Personal Financial Managers and other counselors Military life comes with transitions. Each relocation, promotion, and change in duty status brings the need to make money-related decisions. Servicemembers’ financial decisions can have long-term effects on their family life, mission readiness, and security clearance. Working with the Department of Defense (DoD) and

Assistive Technology and Transportation Loan Guarantee Program

Assistive Technology and Transportation Loan Guarantee Program Financial Institution Partnership Opportunity with California Department of Rehabilitation The California Department of Rehabilitation (DOR) is seeking to identify financial institutions, including community-based nonprofits authorized to function as a financial institution, that are interested in partnering to implement state-funded Assistive Technology and Transportation Loan Guarantee programs. The DOR

Resource Fair and Brown Bag Retirement Savings Workshop in San Francisco on August 2

DBO is hosting a Financial Resource Fair in San Francisco, CA CPUC Courtyard, San Francisco Wednesday, August 2, 2017 from 9:00 AM – 1:00 PM See flyer at… http://www.dbo.ca.gov/consumers/Education_Outreach/DBO_Education_and_Outreach_Events.asp Nervous about retirement planning? Join us! And bring your lunch! CalHR Saving Plus 401k/457 Retirement workshop: Saving for the Future CPUC Building, San Francisco Golden Gate

DBO Education and Outreach Events in Oakland, San Francisco and Fresno (and San Diego coming soon!)

Join the Department of Business Oversight (DBO) at financial education and outreach events throughout the state. The events provide an opportunity for local community-based organizations, financial institutions, and government agencies to collaborate regarding financial education, consumer protection and community outreach. Expert insight on financial education campaigns, events, and free financial education resources… • Banking, Saving,