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DBO Bay Area Trainer Convening

Friday, July 21, 2017 from 8:00 AM to 12:00 PM (PDT)

DBO Bay Area Trainer Convening

Ticket Information

Type End Quantity
DBO Bay Area Trainer Convening Ended Free  

Event Details

DBO logoElihu M Harris State Building Oakland

Join Department of Business Oversight (DBO) for a convening on Friday, July 21 to discuss new campaigns, initiatives, and resources regarding savings, credit and debt, homeownership, small business and fraud prevention.

This convening will provide an opportunity for local community-based organizations, financial institutions, and government agencies to collaborate regarding financial education, consumer protection and community outreach in Oakland and the Bay Area.

Welcome!

8:30-9:00 – Registration, Networking, Refreshments

9:00-10:00

  • Alana Golden, Director of Education and Outreach, DBO
  • Erwin Reeves, Community Affairs Specialist, FDIC

10:00-11:00 – Introductions and Updates by Community Partners (local community-based organizations, financial institutions, and government agencies)

11:00-12:00 – Interactive/Hands-On Activity

Financial Action Boards - Learn how to use Action Boards (not Vision Boards) to help your clients reach their financial goals. Clients choose five to ten goals to focus on, like get out of debt, save for emergencies, buy a home and save for retirement. At the end of the exercise, they will have a solid financial plan.

Have questions about DBO Bay Area Trainer Convening? Contact the organizer

When & Where


Elihu M. Harris State Office Building
1515 Clay Street - Room 1
Oakland, CA 94612

Friday, July 21, 2017 from 8:00 AM to 12:00 PM (PDT)


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Organizer

Contact:

Alana Golden, Director for Education and Outreach,

California Department of Business Oversight (DBO),

alana.golden@dbo.ca.gov,

(916) 323-7012

  Contact the Organizer

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