Get your finances up to speed! April is National Financial Capability Month. Starting April 4, the Main Library's Business, Science and Technology Department, in partnership with our experts, provides presentations on a wide menu of topics, ranging from the basics on saving, financial planning and cash flow management to investing, retirement planning, property tax and insurance sub-limits. We’ll even cover the psychology of spending and how to overcome procrastination.
So, turn your tomorrow into today and get started with the tools you’ll gain to put your financial life in order.
Tuesday | 4/4/2023 | Sustainable Investing That Benefits Nature and People | 12-1 | Paul Herman |
Wednesday | 4/5/2023 | Estate Planning Basics | 6-7 | Stuart Bronstein |
Friday | 4/7/2023 | Best Retirement Savings Plans for You | 12-1 | Heather Liston |
Monday | 4/10/2023 | Property Tax 101 | 11-12 | Joaquin Torres |
Tuesday | 4/11/2023 | The Psychology of Spending | 2-3 | Andrea Yee |
Thursday | 4/13/2023 | Avoiding Scams, Fraud and Identity Theft | 11-12 | Oak Dowling |
Friday | 4/14/2023 | Everyone Retires - Things You Should Know About | 3-4:30 | Craig Braemer |
Saturday | 4/15/2023 | Demystifying the Financial Planning Process | 11-12 | Rachna Bijlani |
Wednesday | 4/19/2023 | The 7 Pillars to a Successful Retirement Plan | 4-5 | Lee Michael Murphy |
Thursday | 4/20/2023 | Turning Tomorrow into Today: Overcoming Procrastination | 4:30-5:30 | Jacqueline Wales |
Friday | 4/21/2023 | Get More Out of Your Cash Flow | 1-2 | Alicia Ivancovich |
Saturday | 4/22/2023 | Why Invest in Stocks? | 11-12 | Craig Braemer |
Tuesday | 4/25/2023 | Introduction to Smart Investing | 4-5 | Gretchen Hollstein |
Wednesday | 4/26/2023 | Insurance: Know Your Sub-Limits | 4-5 | Brian Trouette |
Thursday | 4/27/2023 | Behavioral Finance: How to Bring Your Best Instincts to Your Financial Plan | 12-1 | Heather Liston |
Saturday | 4/29/2023 | Dividend Investing 101 | 11-12:30 | Harriet Chan |
Ongoing Personal Finance programs
- One-on-one counseling on budgeting basics with Smart Money Coaching
- Meet One-on-One with a Certified Financial Planner™ to create financial plan with Adviser Give Back
