Your Path to Financial Success Starts Now
Take charge of your financial future! April is National Financial Capability Month. Throughout the month, SFPL partners with our experts to provide presentations on a wide menu of topics, ranging from the basics of financial planning and managing debt to investing, insurance, property taxes, paying for education, protecting your money, retirement, estate planning and more.
Plan Today, Thrive Tomorrow!
Virtual Program Schedule
For more information and links to register, click on program titles.
| Date | Program | Time | Presenter |
| Wednesday, April 1 | Introduction to Smart Investing | 2PM - 3 PM | Gretchen Holstein & Chris Remedios |
| Thursday, April 2 | Best Retirement Savings Plans for You | 2 PM - 3:30 PM | Heather Liston |
| Tuesday, April 7 | Managing Debt | 2 PM - 3 PM | Kue Lee |
| Wednesday, April 8 | Ask an Estate Planning Attorney | 12 PM - 1:30 PM | Marlyn Schulz |
| Thursday, April 9 | Annuities | 12 PM - 1 PM | Robert Mascio |
| Monday, April 13 | The Inspired Retirement | 3 PM - 4 PM | Nathalie Martin |
| Thursday, April 16 | Digital Financial Services | 12 PM - 1 PM | Office of Financial Empowerment |
| Friday, April 17 | Long-Term Care: Start Here! | 12 PM - 1 PM | Carly Ebenstein |
| Tuesday, April 21 | Navigating California’s Insurance Crisis | 1 PM - 2 PM | Brian K Trouette |
| Wednesday, April 22 | Cryptocurrency 101 | 4 PM - 5 PM | Martin Guerrero |
| Thursday, April 23 | Avoiding Scams, Fraud, and Identity Theft | 4 PM - 5 PM | Oak Dowling |
| Saturday, April 25 | Prop 19: Intergenerational Property Transfers | 12 PM - 1:30 PM | SF Assessor-Recorder Joaquín Torres |
| Tuesday, April 28 | Student Loan Updates and Repayment Options | 12 PM - 1 PM | Kue Lee & Celina Damian |
| Wednesday, April 29 | Saving for Education | 1 PM - 2 PM | Mohan Kanungo & Dana Salas |
In-Person Program Schedule
| Date | Program | Time | Presenter | Location |
| Wednesday, April 1 | Debunking Tax Misconceptions That Could Drain Your Wallet | 2 PM - 3:30 PM | Wilko Schutzendorf | North Beach Branch |
| Friday, April 3 | Tax Prep | 1 PM - 4 PM | AARP Tax Aide | Bayview Branch |
| Saturday, April 4 | Financial Literacy 101 | 2 PM - 3 PM | Carly Matthews | Presidio Branch |
| Friday, April 10 | Tax Prep | 1 PM - 4 PM | AARP Tax Aide | Bayview Branch |
| Saturday, April 11 | How Money Works: Saving, Budgeting and Investing Basics | 2:30 PM - 4 PM | Carly Matthews | Anza Branch |
| Saturday, April 25 | Caring for a Senior in Crisis | 2:30 PM - 4 PM | Carly Matthews | Anza Branch |
| Wednesday, April 29 | Money Matters, 4 Steps to Financial Strength | 5:30 PM - 7:30 PM | Elaine R. Redus | Latinx Community Room, Main Library |
Ongoing Personal Finance Programs
- One-on-one financial counseling with San Francisco Financial Counseling
- Meet One-on-One with a Certified Financial Planner™ to create financial plan with Advisers Give Back
- Check out our Personal Finance Events Calendar for programs in April and beyond
- See past programs on our Personal Finance, Small Business, and Jobs & Careers YouTube playlist
Subscribe to the Business, Science & Technology Center's e-newsletter to stay informed about our events and resources.