Financial Literacy Campaign Series

Series 2: Proper protection: October 4
Event detail

Financial Foundation Series with
Sikander Lodhi and Brad Hamada. 
 All programs at the Library are free. All are welcome to attend any or all workshops. Fall, 2019 series at SF Main Library, 5th floor, Learning Studio, Fridays 3-5 PM.  Please register.

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.

Continuing 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.) as essential to building a strong, predictable future. This workshop covers what is necessary to make this happen.
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.
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 those on an individual basis. Where are you able to save?  What vehicles enable you to save long-term, 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 ways to plan for college while at the same time planning for your retirement.
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.



Estate Planning Basics for Beginners and Procrastinators
星期二, 2019年10月15日, 10:00 am
Main 總圖書館, 學習工作室
Heart/Mind Meditation
星期二, 2019年10月15日, 12:15 pm
Richmond 列治文分館, Richmond 分館會議室
星期三, 2019年10月16日, 10:00 am
Main 總圖書館, Jobs & Careers Center



星期日, 2019年10月13日, 2:00 pm
Ortega 分館, Ortega 分館會議室
Knitting Circle
星期二, 2019年10月15日, 1:00 pm
Glen Park 分館, Glen Park 分館會議室
星期三, 2019年10月16日, 1:30 pm
Presidio 分館, Presidio 分館會議室