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NORTHSIDE: Financial Literacy Workshop

  • ContactNorthside Library
  • Phone Number 408-615-5500

Calendar Post Financial Literacy Series

The Santa Clara City Library is partnering with the National Financial Literacy Campaign and Matthew Do, RSSA, CFEd to bring seven workshops to the Northside Branch Library.

September 7: Building Savings & Wealth

September 14: Increase Cash Flow & Manage Debt

September 21: Preparing with Proper Protection

September 28: Your Health & Wealth

October 5: Understanding Asset Accumulation Strategies

October 12: Fulfilling Long-Term Goals

October 19: Optimizing Your Social Security Benefits

 

Register here: https://forms.gle/hvV4U9o6SQdexTes8

 

The sixth workshop is:

Fulfilling Long-Term Goals: Pensions, IRAs, annuities - oh my! This workshop unpacks strategies around higher education and retirement. Break down long-term solutions, rollover options, and alternative strategies while understanding the tax impact.

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