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DBO Financial Education Trainer Convening, Resource Fair and Workshop in Sa...

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State of California Building

1350 Front Street

Eshleman Auditorium, Room 6003

San Diego, CA 92101

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AGENDA

DBO Financial Education Trainer Convening, Resource Fair and Workshop in San Diego

Friday, November 17, 2017 – 8:00 am to 1:00 pm

State of California Building

1350 Front Street, Eshleman Auditorium, Room 6003

San Diego, CA 92101

Join Department of Business Oversight (DBO) for a convening on Friday, November 17 to discuss new campaigns, initiatives and resources regarding savings, credit and debt, homeownership, retirement planning, elder financial abuse, and financial 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 San Diego.

Welcome!

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

8:30-9:30

  • California Department of Business Oversight (DBO)
  • California Bureau of Real Estate (CalBRE)

9:30-11:00 – Introductions and Updates by Community Partners (local community-based organizations, financial institutions, and government agencies):

  • CalHR SavingsPlus
  • Housing Finance Agency (CalHFA)
  • Keep Your Home California
  • Scholarshare 529 College Savings Plan
  • and others…

11:00-12:00 – Interactive/Hands-on Interpersonal Communications TuneUp

Cath DeStefano, Human TuneUp Company

12:00 -1:00 – CalHR Savings Plus 401k/457 Retirement Workshop: Saving for the Future

Thank you for attending!

Alana Golden, Director for Education and Outreach

alana.golden@dbo.ca.gov

916-323-7012

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Date and Time

Location

State of California Building

1350 Front Street

Eshleman Auditorium, Room 6003

San Diego, CA 92101

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