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Community Finance: D.I.Y Finance Bootcamp(Session 4) - San Francisco

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Microsoft Store - Westfield San Francisco Centre

Westfield San Francisco Centre

865 Market Street, 2nd Fl

San Francisco, CA 94103

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It’s ironic that we live in one of the wealthiest countries in the world, but we always have money problems. We can work hard all our lives but still retire poor. The problem is the lack of financial education. The secret to building a successful financial future is understanding the fundamental principles of money. Financial issues must be discussed just as financial products need to be explained. We should not rely on our government, employer, or bank to take care of our financial future. We should take charge. Community Finance is proud to present to you our pilot program: D.I.Y Finance Bootcamp.


DIY Finance Bootcamp is a monthly rotational program with an expectation of action and change, you may begin any week.


Session 1) Fundamentals & Principles

Understanding the principles and fundamentals of growing money that renowned investors apply daily, such as the rule of 72, tax planning, managing debt, protection, etc.


Session 2) Prepare for Financial Hurdles

Comprehensive overview of life’s financial hurdles and the risks of failing to plan properly. Some obvious challenges include: college planning, saving enough, growing money, insurance planning, healthcare costs planning, retirement income.


Session 3)Compare Solutions / Strategies

Objective comparison of products and solutions out there in the industry. We conclude our bootcamp with an in-depth analysis of different solutions and discussion of which may be helpful for you.


Session 4) D.I.Y. Drop-in hour.

This session is devoted to provide a comfortable space for individuals with specific questions regarding their personal financial well-being. Our experienced advisors will be available to walk you through your action plan.


Schedule:

6:15 — 6:30pm: Networking

6:30 — 7:15pm: Corresponding Session of the week

7:15 — 7:30pm: Q&A


**Space is limited for our venue, please only sign up if you WILL ATTEND. If you have last minute changes, please cancel you reservation as a courtesy to other attendees.

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Microsoft Store - Westfield San Francisco Centre

Westfield San Francisco Centre

865 Market Street, 2nd Fl

San Francisco, CA 94103

View Map

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