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Financial Literacy Workshops: Causal Learning and Networking

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Oakland Financial Center

7901 Oakport St, Ste 2800

Oakland, CA 94621

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Topics: (5 Workshops) Every Tuesday at 7 pm. Workshops rotate every week.

  1. Increase cash flow, debt management, emergency fund

  2. Building strong financial foundation, proper protection

  3. Building wealth, asset accumulation, saving for your child's education

  4. Retirement planning

  5. Long-term care, Medicare basic, Wealth Preservation

RSVP: Check out the upcoming workshops and schedule



Today, our nation is facing a Financial Literacy Crisis. Tune into the news, and we hear about poor savings, high debt levels, the rise in interest rate. Millions of people accumulate unmanageable debt, default on their mortgage, fail to save for a rainy day, and unable to retire. The lack financial knowledge is collectively costing Americans more than $2.3 trillion dollars over their lifetime ( Reports). Worst of all, this problem is being passed on to our children because Financial Education is not taught in most public school and it's missing in today's society.

Come join us for the fight for North-American Wide Campaign For Financial Literacy. We want to fight this crisis with education. We have more than 15 unique Financial Literacy workshops about budgeting, saving, reducing debt, investing, building a business, and achieving financial freedom. Our 1-hour workshops are Free and solely for educational purposes, so there are no advertisements, sales, and product placements. Ultimately, we want to educate, inspire, and promote action, so you too can educate others and bring awareness to financial literacy.


  • 6:45-7:00 pm Check-in and Networking
  • 7:00-8:30 pm Financial Education Workshop
  • 8:30 -9:00 pm Discussion, and Pizza

Dress Code and Materials

  • Formal Attire Recommended
  • Please bring materials for taking notes, such as notebook, pen or laptop.


  • Free parking available in our office parking lot.
  • Safe and Secure Location


  • If the Front Door is locked, please call Michelle Kuan, (510) 861-2023, to help you.
  • You can come early at 6:45 pm to network with other financial professionals. Workshops officially start at 7:00 pm.
  • Workshops also available in Chinese.

Organizer Contact:

Michelle Kuan

Cell: (510) 861-2023



Oakland Financial Center

7901 Oakport St, Ste 2800

Oakland, CA 94621

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