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.
Save more, invest smarter and turn your dreams into reality!
Programs
| Tuesday | 4/4/2023 | Sustainable Investing That Benefits Nature and People | 12-1 | R. 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 |
| Wednesday | 4/12/2023 | Original Medicare Overview | 2-3 | Scott Rowe |
| 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 |
| Tuesday | 4/18/2023 | When Do You Need Medicare Part B? | 5-6 | Scott Rowe |
| 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 |
| Wednesday | 4/26/2023 | Covering What Original Medicare Doesn't | 5-6 | Scott Rowe |
| 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 for Beginners | 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
- Check out our Work it: Jobs, Business & Finance program series and much more...
FREE Tax Prep
Each tax season, you can file your taxes for free. You'll get help applying for tax credits that can add up to as much $9,600. Free tax filing help is available if your 2022 income was $60,000 or less. This service is available to ITIN tax filers. You may be able to get as much as $9,600.
Find in-person, online, and drop-off services:
- Visit FreeTaxHelpSF.org
- Call 2-1-1 for options and locations