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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

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

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,

New Law Helps Put Kids From Low-Income and Middle Class Families

New Law Helps Put Kids From Low-Income and Middle Class Families on Path to Higher Learning Governor Brown Signs Every Kid Counts Act to Incentivize California Families to Save for College with ScholarShare   SACRAMENTO – Low- to moderate-income California families will get help saving for college thanks to legislation supported by State Treasurer John Chiang

PG&E Energy Assistance Agency and CARE program

PG&E Energy Assistance Agency and CARE program Did you know that there are agencies in your area that could help provide you or your client with assistance in paying your utility bill? California Alternate Rates for Energy (CARE) customers are automatically eligible based on federal income guidelines to receive an assistance agency pledge so long as they

California Financial Literacy Month Resource Fair and Savings Plus Workshop on April 24 in Los Angeles

As April is National Financial Literacy month. The DBO Education and Outreach team is hosting a California Financial Literacy Month Resource Fair (see attached flyer). When: Monday, April 24, 2017 10 am – 2 pm Where: Ronald Reagan State Building Atrium 300 South Spring Street Los Angeles, CA 90013   During the Resource Fair, CalHR’s

Foundation for Financial Planning Grant Application for Nonprofits is Now Open!

Do you know a U.S.-based 501(c)(3) nonprofit that shares FFP’s commitment to helping underserved people achieve better financial stability and capability? Encourage them to apply for a grant by April 30. 2017 grant application cycle is now open! Applications must be submitted by April 30. Review the Grant Guidelines for instructions and a link to the

SAVE THE DATE! Financial Literacy Month Workshops in Sacramento and Los Angeles

SAVE THE DATE! Financial Literacy Month Workshops April 18 • Sacramento CalHR 1515 S Street, Sacramento 10 a.m. — 11 a.m. ————————————-  April 24 • Los Angeles Ronald Reagan Building 300 S Spring St, Los Angeles, CA 90013 10 a.m. — 11 a.m. Psychology of Spending • Debt Management • Your Credit Report • Saving