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Growing & Sustaining Wealth: Financial Literacy Workshop

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Location

Genentech

651 Gateway Boulevard

Building 82 15th Floor

South San Francisco 94080

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Description

Only a third of the bottom 60% of American workers are able to save any portion of their income. Is it possible for the middle class to use their biggest asset -- their income-- to grow and sustain wealth? If the primary way to increase wealth is to own assets, how can everyday people become asset owners?

Targeting all working-age people, our workshop will address ways and best-practices of how to do this. We are including sessions that will teach how to use financial apps to make managing money easy and a session on how to fix financial mistakes (like high student-loan debt, the impacts of divorce, underfunded retirement)--we know life is busy and things happen. We want to encourage our middle-class community to stay in the game and win with money!

AGENDA:

9:30 am - 10:15 am Continental Breakfast

10:15 am - 11:00 am Opening Panel: Growing & Sustaining Wealth

11:00 am - 11:45 am Small Workshops Part 1

12:00 pm - 12:45 pm Small Workshops Part 2

12:45 pm - 1:00 pm Closing & Raffle Drawing

1:00 pm - 1:30 pm Networking (Optional)


EXPERT PANEL MEMBERS & WORKSHOP LEADERS:

Asha Collins, Lynell Green, Verleana Green
Jason Ho, Stacy Hovan, Kent Mannina, Marlena Wong


WORKSHOP TOPICS:

After a panel discussion amongst experts, participants can decide to receive deeper education on the following topics:

- Angel Investing

- At Your Fingertips: Financial Apps that Make Money Easy

- Crowdfunding Real Estate

- Fixing It! Overcoming Money Mistakes and Mismanagement

- Wealth Safeguarding: Estate Planning is Key


SPONSORS:

Thank you to our wonderful sponsors for making this event possible:

Wells Fargo, Stanford Credit Union, Union Bank, Delta Sigma Theta San Francisco-Peninsula Alumnae Chapter


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Date and Time

Location

Genentech

651 Gateway Boulevard

Building 82 15th Floor

South San Francisco 94080

View Map

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