Financial Literacy Campaign

Utilizing Investment Vehicles
Event detail

Financial Literacy Campaign Series
with Sikander Lodhi and Brad Hamada. 
All programs at the Library are free.
 All are welcome to attend any or all workshops.
SF Main Library, 5th floor, Learning Studio, Fridays 3-5 PM, September 27-November 1
Please register.

Series 1: Increasing Cash Flow and Managing Debt September 27
In this eye-opening workshop, we discuss two main concerns in building a financial future as we look to shift the mindset from spending first to saving first.  We will look at over 20 different ways to save money as well as sharing strategies on how to best manage existing debt and setting a strong mindset and foundation for upcoming topics in the workshop series

Series to follow:
Series 2: Proper Protection  October 4
This workshop focusses on understanding the X-Curve and how to best manage the "responsibility" curve that so many people struggle to understand and quantify.  Though primarily focused on the protection component of our finances, we start to look at ways to build wealth, develop tax shelters, and manage healthcare issues.
Series 3: Understanding Savings and Retirement  October 11
As we construct our financial house, this workshop discusses the basics on money, including building a strong emergency fund, working towards building future wealth through the concept of the wealth formula.  Understanding money and its various components (time, rate of return, inflation, taxes, etc.) is essential in building a strong, predictable future. This workshop covers what is necessary to make this happen.
Series 4: Wealth and Asset Accumulation  October 18
As we build wealth, it is important to have strategies that don't depend on savvy financial knowledge and skills.  This workshop focusses on those strategies that everyone can utilize and implement to manage risk, avoid the emotional pitfalls of fear and greed and expand diversity among many different financial options.
Series 5: Utilizing Investment Vehicles  October 25
This workshop focusses on understanding the investment landscape, the types of programs that have been and are available from employers as well as on an individual basis. Where are you able to save?  What vehicles enable you to save long-term and the advantages and disadvantages.  We will discuss the college planning landscape, ideas to best navigate this tricky period of time as we look at the best way to plan for college while at the same time planning for your retirement.
Series 6: Having your Health and Wealth and Transferring it  November 1
In this concluding workshop, we discuss the looming healthcare epidemic, how to manage the costs through a proper understanding of the health care system.  Lastly, we discuss how to preserve the estate we have spent our entire lives building.



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