Financial Well-Being Workshops
In-person workshops are offered to employees at various worksite locations and are 30-minutes in length. All workshops are facilitated by a certified financial coach and focuses on a specific topic to help employees improve their financial well-being.
Limited Availability
Basics of Personal Finance
From managing daily expenses to investing for retirement, this session helps participants set personal finance goals, learn the basics of smart money management, and build a solid financial foundation for the future.
Available workshop dates below:
- March 26, 2020 (1pm-2pm)- County Fair Building, 1199 9th Avenue, Recreation Room
Register TODAY to save your spot! Reminders will be sent out prior to the event.
Raising a Money-Smart Kid
Earning money, spending and saving are important lessons children learn very early on in life. This session will help guide parents on effective ways to educate children about financial responsibility that can last a lifetime.
Available workshop dates below:
- April 8 (12pm-1pm)- Zuckerberg General Hospital, 1001 Potrero Avenue, Wellness Center
- April 13 (12pm-1pm)- County Fair Building, 1199 9th Avenue, Garden Room
- April 22 (2pm-3pm)- 2323 Cesar Chavez, Training Trailer *ONLY Open to DPW staff
Register TODAY to save your spot! Reminders will be sent out prior to the event.
Your Credit Score
One of the most important numbers consumers have is their credit score: it affects the ability to purchase a home, buy a car, get a credit card, and other financial decisions—but it can also hinder them. This session reviews types of credit scoring models currently used including FICO, Vantage, nontraditional, and bankruptcy risk.
Available workshop dates below:
- May 12 (11am-12pm)- 30 Van Ness, Suite 3900, 3rd Floor
- May 15 (12pm-1pm)- Laguna Honda Hospital, 375 Laguna Honda Boulevard, Conference Room 2
- May 20 (12pm-1pm)- County Fair Building, 1199 9th Avenue, Garden Room
Register TODAY to save your spot! Reminders will be sent out prior to the event.
Reducing Financial Stress
Addressing financial challenges can be overwhelming and stressful. This session will help those who are struggling to manage debt, pay bills or improve credit. Participants will learn about financial assessments, expense prioritization, and effective negotiation with creditors.
Available workshop dates below:
- June 10 (12pm-1pm) - Zuckerberg General Hospital, 1001 Potrero Avenue, Wellness Center
- June 9 (12pm-1pm)- County Fair Building, 1199 9th Avenue, Recreation Room
- June 17 (2pm-3pm)- 2323 Cesar Chavez, Training Trailer
Register TODAY to save your spot! Reminders will be sent out prior to the event.
Credit Card Makeover: Getting Out Of Debt
Credit cards can be a great financial tool, but for some, can lead to debt and financial trouble. This session provides an overview of credit card usage, warning signs of credit issues, and options for debt management and reconstructing existing credit.
Available workshop dates below:
- July 10 (12pm-1pm) - Laguna Honda Hospital, 375 Laguna Honda Boulevard, Conference Room 2
- July 14 (2pm-3pm)- 30 Van Ness, Suite 3900, 3rd Floor
- July 16 (12pm-1pm)- County Fair Building, 1199 9th Avenue, Garden Room
Register TODAY to save your spot! Reminders will be sent out prior to the event.
Repaying Student Loans
Student loans can put a heavy burden on monthly finances, sometimes rivaling the cost of a mortgage. These days there are many options to help repay these loans. This session will teach attendees about the choices available.
Available workshop dates below:
- August 12 (12pm-1pm)- Zuckerberg General Hospital, 1001 Potrero Avenue, Wellness Center
- August 18 (12pm-1pm)- County Fair Building, 1199 9th Avenue, Garden Room
- August 19 (2pm-3pm)- 2323 Cesar Chavez, Training Trailer
Register TODAY to save your spot! Reminders will be sent out prior to the event.
Drive Away Happy: Car Buying Decisions
Getting a car can be overwhelming and stressful with all the decisions to make: new or used; buy or lease; zero percent financing or rebate. Participants will learn tips and tricks to have the best car shopping experience possible, while also making wise financing decisions.
Available workshop dates below:
- September 4 (12pm-1pm)- Laguna Honda Hospital, 375 Laguna Honda Boulevard, Conference Room 2
- September 15 (2pm-3pm)- 30 Van Ness, Suite 3900, 3rd Floor
- September 17 (12pm-1pm)- County Fair Building, 1199 9th Avenue, Garden Room
Register TODAY to save your spot! Reminders will be sent out prior to the event.
Finances For New Families
Getting married. Having kids. These are natural progressions in life for many, but also present new financial situations and decisions to make immediately and for the long term. This session will help you discover, prioritize, and design a workable plan for your family’s goals and lifestyle.
Available workshop dates below:
- October 7 (12pm-1pm)- Zuckerberg General Hospital, 1001 Potrero Avenue, Wellness Center
- October 14 (2pm-3pm)- 2323 Cesar Chavez, Training Trailer
- October 20 (12pm-1pm)- County Fair Building, 1199 9th Avenue, Recreation Room
Register TODAY to save your spot! Reminders will be sent out prior to the event.
Retirement Planning: The Basics
Retirement is something most people look forward to, but may not have planned well in advance. Participants will learn how to harness the power of time, optimize investments to reach their long-term goals, and understand how the economy and taxes can impact their retirement dollars.
Available workshop dates below:
- November 6 (12pm-1pm)- Laguna Honda Hospital, 375 Laguna Honda Boulevard, Conference Room 2
- November 17 (2pm-3pm)- 30 Van Ness, Suite 3900, 3rd Floor
- TBD- County Fair Building, 1199 9th Avenue, Recreation Room
Register TODAY to save your spot! Reminders will be sent out prior to the event.
Breezing Through The Holidays
It may be called “the most wonderful time of the year” but December can also be filled with unwanted debt with holiday spending. Learn budgeting strategies and tactics to avoid that year-end credit card crunch and sidestep debt traps in the future.
Available workshop dates below:
- December 9 (12pm-1pm)- Zuckerberg General Hospital, 1001 Potrero Avenue, Wellness Center
- December 15 (12pm-1pm)- County Fair Building, 1199 9th Avenue, Recreation Room
- December 16 (2pm-3pm)- 2323 Cesar Chavez, Training Trailer
Register TODAY to save your spot! Reminders will be sent out prior to the event.